There are several built-in reports designed specifically for data imports to other systems. Each site will have at least seven (7) standard reports. Some agencies will have other custom reports. Each report provides quick access to any specified day’s transactions or activities and will automatically extract to a CSV (comma separated value) file for reporting or potential upload into other reporting solutions.


The following default reports are provided:

  • All Emails
  • Email Batches
  • Email Tracking
  • Payments
  • Website Logins
  • Website Registrations


Please note, the inclusion of some additional reports may be shown with your site, if needed. 

 

To access the reports:

  1. Click the Reports tab on the top navigation menu
  2. Click the Daily Summary Reports link
  3. Enter the date that you are reporting on
  4. Click Search
  5. Click the file name of the report you wish to extract. Ex. 2021-02-02-All Emails.csv
  6. The report will automatically be download as a csv file

 


Each report is listed below with the representative data fields included per report along with a detailed explanation of each of field contained with the report.


All Emails

Contains a list of all emails sent on the specified day. This includes transactional emails as well as batch emails.

  • ReferenceNumber - The unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.
  • EmailBatchStatus  - The date that the email batch or campaign was initiated.
  • EmailQueuedDate - The date the email was  queued for delivery.
  • EmailSentDate - The date the email was sent to the Consumer.
  • ToAddress -The email address the communication was sent to.
  • Subject - The subject line that was used in the communication to the Consumer.
  • UniqueID - The unique identification number assigned to the email. This is an internal ID assigned by the system. This can be used to link future actions about this email such as Opens or Bounces.
  • EmailBatchStatus - The status of the email as it relates to the batch. This is an internal field and may have multiple values or be blank. 
  • EmailStatus - The status of the email to the Consumer
    • Sent = delivered
    • Not Sent = the email has not been sent or there was an error sending the email. 
  • BatchID - The unique identification assigned to the batch that this email was a part of or blank to indicates that this was not part of a batch 
  • DeliveryMode - The type of delivery used to send the correspondence the Consumer.
    • Email
    • Fax (not included on all systems)
    • Mail
  • BatchDeliveryMode - The type of delivery of the batch. This can differ from the DeliveryMode because the actual delivery mode may be determined by user preference when using 'Auto' for the batch.
    • Email
    • Mail
    • Auto


Email Batches

Report containing information on all emails sent out as part of a batch on the specified day. This is a subset of the All Emails file.


  • ReferenceNumber - The unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.
  • EmailBatchStatus - The date that the email batch or campaign was initiated.
  • EmailQueuedDate - The date the email was  queued for delivery.
  • EmailSentDate - The date the email was sent to the Consumer.
  • ToAddress -The email address the communication was sent to.
  • Subject - The subject line that was used in the communication to the Consumer.
  • UniqueID - The unique identification number assigned to the communication with the Consumer, such as the email. This is an internal ID assigned by the system. This can be used to link future actions about this email such as Opens or Bounces.
  • EmailBatchStatus - The status of the email as it relates to the batch. This is an internal field and may have multiple values or be blank. 
  • EmailStatus - The status of the email to the Consumer
    • Sent = delivered
    • Not Sent = the email has not been sent or there was an error sending the email. 
  • BatchID - The unique identification assigned to the batch that this email was a part of or blank to indicates that this was not part of a batch 
  • DeliveryMode - The type of delivery used to send the correspondence the Consumer.
    • Email
    • Fax (not included on all systems)
    • Mail
  • BatchDeliveryMode - The type of delivery of the batch. This can differ from the DeliveryMode because the actual delivery mode may be determined by user preference when using 'Auto' for the batch.
    • Email
    • Mail
    • Auto


Email Tracking

Report of all email tracking events for a given day (bounces, deliveries, etc.)

  • ReferenceNumber - This is the unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number. 
  • ToAddress -The email address the email was sent to.
  • TrackingType- Metrics on the overall email or mail campaign such as open and bounce ratings. The following are including in the report details.
    • BlockZeroBounce
    • Soft Bounce
    • Bounce
    • Delivery
    • Link
    • No Tracking
    • Open
  • Subject - The subject line that was used in the communication to the Consumer.
  • DateLoaded - The date of the activity
  • EmailID - The unique identification number assigned to the email. This is an internal ID assigned by the system.
  • IPAddress - The IP address of that the activity was reported from
  • UserAgent - When available the user agent of the browser or system communicating 


Unsubscribe

A listing of all unsubscribe requests on the specified day 

  • ReferenceNumber - This is the unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.
  • Email - The email address of the Consumer who requested to unsubscribe to correspondence.
  • Note - Optional additional information about the unsubscribe
  • UpdateDate - The date of the request to unsubscribe.
  • UpdateSource - Where the request came from


Website Logins
All website logins on the specified day

  • ReferenceNumber - This is the unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.
  • LogTime - The date and time stamp of when the Consumer logged into their account via the Customer Portal.
  • Email - The email address used to login
  • Packets - The total number of accounts the Consumer has grouped together and can access online.


Website Registrations

All website registrations on the specified day 

  • UserName - The username created by the Consumer to create their online profile to the Customer Portal
  • CreateDate - The date the Consumer created their online profile.
  • ReferenceNumber - this is the unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.


Payments

All payments created during the specified day. Note that not all fields may be included based on the type of payments that you are accepting.

  • ReferenceNumber - This is the unique reference number assigned per Consumer account. This may or may not be the same as the Consumers account number.
  • DateTimeCreated - The date the payment was created. Includes date and time.
  • PaymentDate - the date the payment is schedule for. A one-time payment will have its payment date the same as the date it was created. It is intended to be processed when the consumer makes the payment. For recurring payments, a single payment plan will create multiple payments, so there will be multiple payments created at one time but scheduled for future dates.
  • PaymentType - 'Check' or 'Credit Card'
  • PaymentType2 - 'Check', 'Credit Card', 'Debit Card'. This field may sometimes give more information about a Credit Card. It varies based on what type of cards you accept what gateway you use. When possible, we provide more specific details in this field which can be considered a sub category of PaymentType.
  • Amount - The dollar amount of the transaction
  • PaymentSchedule - 'One Time', 'Recurring Payment', or 'Settlement'
  • Token - Token for the credit card information. Only applicable for recurring payments, so that they payments can be processed at future dates.
  • ApprovalCode - Only applicable for credit card payments that were processed by the system and approved. An approval code indicates that the payment was processed. This field will be blank for postdates and ACH payments.
  • RoutingNumber - Only applicable for ACH payments
  • AcctNumber - Only applicable for ACH payments