Reporting

Digital Card Delivery

Unlock Full Visibility into Your Digital Card Delivery Experience

Dash Solutions empowers customers with a comprehensive Digital Card Delivery Report—a powerful tool that provides deep insight into every step of the digital card delivery lifecycle. Whether accessed ad-hoc via the secure Admin Portal or delivered automatically to your sFTP folder, this report helps you monitor, troubleshoot, and optimize your digital card delivery operations with precision.

Why This Report Matters

  • End-to-End Transparency: Track email and SMS delivery events, user engagement, and system actions in one centralized view.
  • Real-Time Troubleshooting: Instantly identify delivery issues and take corrective action—resend messages, update contact info, and more.
  • Operational Efficiency: Reduce support overhead by giving your team the tools to self-serve and resolve delivery questions quickly.
  • Compliance & Audit Readiness: Maintain a clear record of delivery attempts, user interactions, and administrative actions for audit and reporting purposes.

Report Access & Delivery Options

Portal Access

Admins can access the report by navigating to the Reports tab in the Portal and selecting “Digital Card Delivery Report.”

sFTP Delivery

Prefer automated delivery? The same report can be securely delivered to your sFTP folder.

Delivery Frequency Options:

  • Once Per Day: Delivered at 6 a.m. CST, includes data from midnight to midnight of the prior day.
  • Twice Per Day:
    • 6 a.m. CST: Data from midnight to midnight of the prior day.
    • 6 p.m. CST: Data from 5 p.m. (prior day) to 4:59 p.m. (current day).

File Format: CSV
File Naming Convention: DigitalCardDeliveryReportMMDDYYYYTime.csv

What’s Inside the Report

Fields Displayed in the Portal

  • Customer Name
  • Order Number
  • First Name / Last Name
  • Phone / Email
  • Card Proxy
  • Order Date
  • Email Delivered (Yes/No)
  • Email Last Event (Accepted, Delivered, Opened, Clicked, Bounced)
  • Email URL Clicked Count
  • Actions (Edit email/phone, resend Email/SMS)

Additional Fields in CSV/Excel Export

  • Email ID
  • Email Tracking ID
  • SMS Tracking ID
  • SMS Sent (Yes/No)
  • SMS Sent Date & Time
  • SMS URL Clicked (Yes/No)
  • SMS Status (Queued, Accepted, Sent, Failed, Delivered, Undelivered)

📌 Note: SMS reporting is limited due to carrier restrictions. Dash can confirm if SMS was sent and whether the URL was accessed.

Admin Actions

From the report interface, Admins can:

  • Edit email or phone number associated with a record
  • Resend Email or SMS individually
  • Resend All Email/SMS in bulk across filtered results
  • Choose to resend Email, SMS, or Both with one click

Report Results & Export Options

  • Expand individual records to view all delivery events tied to a card proxy.
  • Export results to CSV or Excel for further analysis or archival.
  • Use filters like Notification Status, Customer Program, and Hierarchical Data to tailor your view.

📌 Date range limits apply for performance:

  • With Hierarchical Data: Max 14 days
  • Without Hierarchical Data: Max 31 days

Summary

The Digital Card Delivery Report is more than a log—it’s a strategic tool for improving customer experience, reducing friction, and ensuring delivery success. Whether you’re managing thousands of digital cards or troubleshooting individual delivery events, this report gives you the clarity and control you need.