Reporting

Master Client Report

A Full-Spectrum View of Every Card Event—Delivered Securely

The Master Client Report (MCR) is a powerful reporting tool available to Dash Solutions customers who need a complete, chronological view of all card activity—not just delta-triggered events. Unlike the Delta Master Client Report (DMCR), which focuses on changes, the MCR captures every event tied to a card, offering unmatched transparency and operational insight.

Whether you’re auditing card behavior, reconciling transactions, or investigating account history, the MCR gives you the full picture—securely delivered and easy to use.

Why the MCR Is Essential

  • Full Event History
    Includes all card events—registrations, loads, shipments, transactions, and more—across the selected date range.
  • Ideal for Deep Audits & Investigations
    Perfect for compliance reviews, fraud analysis, and operational troubleshooting.
  • Complements the DMCR
    While the DMCR tracks changes, the MCR provides the entire lifecycle of a card, making it a critical companion report.
  • Secure & Accessible
    Delivered via password-protected email and downloadable from the Admin Portal.

How to Request the MCR

The MCR is not available via sFTP and must be manually requested by an Admin through the Dash Solutions Admin Portal.

Steps:

  1. Navigate to the Reports tab in the Admin Portal.
  2. Select Master Client Report.
  3. Choose your Start Date, End Date, and either Customer Name or Client ID.
  4. Submit the request.

Once processed, the report will be made available for download in the Portal and a secure password will be sent via email.

Security & Format

  • Encryption: Not encrypted in the Portal, but password protected (password sent via email).
  • Export Format: .xlsx (Excel)
  • Date Range: Based on selected Start and End Dates

MCR Data Specification

The MCR includes a comprehensive set of fields to give you full visibility into card activity:

Field Name Type Max Size Description / Notes
Customer Name String 256 Name of the Dash client
Card Number Numeric 256 Full card number
Card Proxy Number String 256 13-digit proxy, front-loaded with underscore
Client ID Numeric 19 Unique client identifier
Package ID Numeric 256 Package identifier
Subprogram ID Numeric 256 Subprogram identifier
DDA Number Numeric 20 Direct Deposit Account number
Routing Number Numeric 20 Routing number
Name on Card String 256 Embossed name
First Name String 256 Cardholder first name
Middle Initial String 256 Cardholder middle initial
Last Name String 256 Cardholder last name
Address1 / Address2 String 256 Cardholder address lines
City / State / Zip String / Numeric 256 Cardholder location
SSN / Access Code Numeric 256 Masked SSN (last 4 digits only)
DD1 / DD2 / DD3 String 256 Discretionary fulfillment data
Account Balance Decimal 256 Current balance (18,6 format)
Expiration Date Date 50 MM/DD/YYYY format
Account Creation Date DateTime 50 YYYY-MM-DDTHH:MM:SS.SSSZ format
Tracking Number String 100 Shipment tracking number, front-loaded with underscore
Ship Date DateTime 50 MM-DD-YYYY format
Card Status String 256 Current status (e.g., ACTIVE)
Other String 256 Additional order info
Initial Load Decimal 256 Initial funding amount (18,6 format)
clientDefinedField1–5 String 255 Custom fields defined by the client

Summary

The Master Client Report is your go-to resource for full-spectrum card visibility. It’s not just a report—it’s a strategic tool for:

  • Auditing card behavior
  • Investigating anomalies
  • Supporting compliance and reconciliation
  • Understanding the full lifecycle of every card

If you need more than just deltas—if you want everything—this is the report for you.