Dash Solutions offers a comprehensive suite of reports to help clients, partners, and sub-clients manage payments, card programs, and financial operations with confidence. Our reporting platform delivers transparency, operational control, and audit-ready data—all accessible from the Admin Portal.
To subscribe to additional reports or request custom reporting, contact Dash Solutions Support or your account representative.
Report Delivery Methods
Dash Solutions offers flexible and secure delivery options to ensure clients, partners, and sub-clients can access the reports they need—when and how they need them.
During the final stage of onboarding, customers will select their preferred delivery method. Dash Solutions will guide you through the setup process and collect the necessary configuration details based on your chosen method.
SFTP Push
Dash Solutions can automatically deliver select reports to your secure SFTP endpoint. This method is ideal for clients who prefer automated, daily delivery.
Security Options Include:
- SFTP Username/ID and Password
- PGP Encryption using your public key for secure file transfer
- IP Whitelisting (optional, for added security)
Reports Available via SFTP:
- Delta Master Client Report
- Digital Card Delivery Report
- Vault Transaction Ledger
Email Delivery
Reports can also be delivered directly to one or more authorized email addresses. Files are zipped and encrypted with an auto-generated password for secure access.
Security Features:
- Password-protected file delivery
- Multi-recipient support
- Notification when reports are ready for download
Admin Portal Access
All reports are accessible through the Dash Solutions Admin Portal, where users can:
- Manually request reports
- Select date ranges and filters
- Download reports in CSV or Excel format
- View report status and history