Reports
Reports
Start from a report list, then open the detail view for the reporting pack you want to shape next.
Report list
These reporting packs align with the operating model we are building around received files, transactions, reconciliation outcomes, and review.
| Report | Focus | Status | Measures | Actions |
|---|---|---|---|---|
Intake throughput and duplicate rate Tracks how many files arrive, how quickly they move, and how often duplicate submissions are blocked. | Received files | NEXT | 4 | Open detail |
Transaction journey and status mix Shows where transaction rows are sitting in the flow, from intake through eligibility, matching, review, and reconciliation. | Transactions | NEXT | 4 | Open detail |
Statement extraction quality Monitors how reliably bank evidence is extracted and where statement-side review pressure is building. | Bank evidence | IN_DESIGN | 3 | Open detail |
Matching performance by merchant Explains how often rows are matched cleanly versus needing intervention or remaining unmatched. | Matching | PLANNED | 3 | Open detail |
Variance analysis by merchant Highlights where validated rows are still ending with a financial difference and what kind of difference appears most often. | Reconciliations | PLANNED | 3 | Open detail |
Review backlog and resolution time Tracks the exception workload, aging, ownership, and resolution speed across the operating team. | Review | NEXT | 4 | Open detail |