Essential Reporting at Your Fingertips
Dash Solutions provides a suite of standard reports accessible directly from the Admin Portal—designed to give clients and internal teams quick, actionable insights into card activity, value movement, and program operations. These reports are simple to run, easy to export, and incredibly useful for day-to-day monitoring, reconciliation, and support.
Whether you’re tracking registrations, reviewing card orders, or auditing financial transactions, these reports help you stay informed and in control.
Access & Export Options
All reports listed below can be accessed from the Reports tab in the Admin Portal and exported in CSV or Excel (.xls) format for further analysis or record-keeping.
Report Directory
Card Registrations
What It Does:
Provides a list of all cards that have been registered, including payee details.
Filters Available:
Date range, registration status
Download Format: CSV or Excel
💡 Use this report to verify payee card registration status, retrieve account details and troubleshoot registration issues.
Card Orders
What It Does:
Displays all personalized and instant issue inventory card orders placed, along with payee details.
Filters Available:
Date range, order status
Download Format: CSV or Excel
💡 Ideal for tracking fulfillment activity and ensuring timely card delivery.
Value Loads
What It Does:
Shows all value loads applied to cards, including payee details.
Filters Available:
Date range, load status
Download Format: CSV or Excel
💡 Use this report to reconcile funding activity and monitor load success.
Value Unloads
What It Does:
Lists all card unloads, including cardholder details.
Filters Available:
Date range, unload status
Download Format: CSV or Excel
💡 Helpful for tracking reversals, refunds, or card deactivations.
Future Loads
What It Does:
Displays scheduled future loads, along with cardholder details. This report allows customer admins to view future scheduled loads & edit / adjust those loads prior to the specified funding event time. Once funds have been loaded to cards, these details can be tracked via the Value Loads report.
Filters Available:
Date range, load status
Download Format: CSV or Excel
💡 Use this report to plan funding cycles and ensure future loads are queued correctly.
Replaced Cards
What It Does:
Shows all card replacements, including replacement date, old/new client IDs, and card numbers.
Filters Available:
Date range
Download Format: CSV
💡 Critical for tracking card lifecycle events and ensuring continuity for cardholders.
Summary
These standard reports may be simple, but they’re powerful tools for maintaining transparency, resolving issues, and supporting operational excellence. With just a few clicks, Admins can export clean, structured data to support audits, answer client questions, and keep programs running smoothly.