Your Command Center for Tracking Critical Account Activity
The Delta Master Client Report (DMCR) is one of the most powerful reporting tools available to Dash Solutions customers. Designed for precision, flexibility, and security, the DMCR gives you real-time visibility into the most important changes happening across your cardholder base—so you can stay ahead of issues, streamline operations, and maintain compliance with confidence.
Whether you’re managing thousands of accounts or monitoring a single program, the DMCR helps you track what matters, act faster, and stay informed.
Why the DMCR Is a Must-Have
- Monitor Key Changes Instantly
See status changes, new account creations, card registrations, address updates, shipping completions, balance changes, and monetary transactions—all in one place. - Streamline Operations
Simplify reconciliation, compliance, and fraud mitigation with a centralized, filterable report. - Customize Your View
Filter by multiple delta criteria to focus on the events that matter most to your business. - Flexible Delivery Options
Choose automated daily delivery via sFTP or pull reports on-demand from the Dash Solutions Admin Portal.
Delivery Options
Option 1: Automated sFTP Delivery
- If sFTP is configured at the customer level, the DMCR is generated daily at 10:00 AM CST.
- The report includes all delta events from the previous day.
- Delivered securely to your sFTP folder—no manual steps required.
Option 2: On-Demand Portal Access
- Access the DMCR directly in the Dash Solutions Admin Portal.
- Select your desired start date and delta criteria.
- The report will include all delta events from the selected date up to the day prior to your request.
Security & Format
- Password Protection: While data is not encrypted in the Portal, the report is password protected. The password is sent via email.
- Export Format: .xlsx (Excel)
- Date Range: Based on your selected start date
Delta Criteria
You can filter the DMCR by any combination of the following criteria (multiple selections supported):
- Status Change
- Card Registration
- New Account Creation
- Address Change
- Shipping Complete
- Balance Change
- Monetary Data (product-specific)
💡 These filters allow you to tailor the report to your operational needs—whether you’re tracking onboarding, fulfillment, or financial activity.
DMCR Data Specification
The DMCR includes a rich set of fields to give you a complete picture of each account event:
| Field Name | Description |
|---|---|
| Customer_Name | Customer name |
| Card_Number | Last 4 digits of card number |
| Proxy_Number | Proxy number on Dash |
| Client_ID | Client identifier |
| Package_ID | Package identifier |
| Subprogram_ID | Subprogram identifier |
| DDA_Number | Direct Deposit Account number |
| Routing_Number | Routing number |
| Name_on_Card | Name on card embossing |
| First_Name / Middle_Initial / Last_Name | Cardholder name details |
| Address1 / Address2 | Cardholder address |
| City / State / Zip | Cardholder location |
| SSN | Last 4 digits of SSN |
| DD1 / DD2 / DD3 | Discretionary fulfillment data |
| Account_Balance | Balance at time of report |
| Expiration_Date | Card expiration date |
| Tracking_Number | Shipment tracking info |
| Account_Creation_Date | Date account was created |
| Ship_Date | Date of physical card shipment |
| Card_Status | Status of the card (e.g., ACTIVE) |
| Other | Additional order info |
| Initial_Load / Initial_Load_Date | Initial funding details |
| Transaction_Date / Transaction_Settle_Date | Transaction timestamps |
Report Timeline
The Delta Master Client Report will provide details on selected card events that occurred in the day prior. Dash Solutions receives the processor extract files around 7:30 AM ET each morning and the data processing begins. Processing is completed between 12:00-12:30 PM ET daily and files will be sent to the applicable sFTP folder by then.
Summary
The Delta Master Client Report is your daily intelligence feed for account activity. It’s not just a report—it’s a strategic asset that helps you:
- Stay compliant
- Respond to issues faster
- Maintain clean data
- Support cardholders with confidence