New Vendor Registrations & Updates
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      Exporting and Reporting on Data from PaymentWorks

      PaymentWorks provides payer users with the appropriate permissions two methods to export and report on data, enabling them to meet their reporting needs efficiently.

      Method 1: Exporting New Vendor Request Data

      Users can export registration data filtered by their parameters from the New Vendor Request page.

      Steps to Export:

      1. Navigate to the New Vendor Request page in your PaymentWorks account.
      2. Use the filters to narrow down your search to the desired parameters.
      3. Click the CSV button to generate the export.
      4. The data will be exported into a CSV file and delivered to your email.

      Data Included in the Export:

      The CSV export will contain the following information:

      • Request ID
      • TS (timestamp for registration submission)
      • Status Changed TS (timestamp of the last status change)
      • Request Status Code
      • Request Status Display
      • Company Name
      • Vendor Number/Site Code
      • Vendor Tax Information
      • Vendor Remittance Information
      • Vendor Banking Information
      • All Other Vendor Registration Data

      Method 2: Exporting New Vendor Onboarding Data

      Users can export onboarding-related data from the New Vendor Onboarding page.

      Steps to Export:

      1. Navigate to the New Vendor Onboarding page in your PaymentWorks account.
      2. Use the filters to focus on the desired onboarding parameters.
      3. Click the CSV button to generate the export.
      4. The data will be exported into a CSV file and sent to your email.

      Data Included in the Export:

      The CSV export will contain the following details:

      • Onboard Start Timestamp
      • Onboard Updated Timestamp
      • Vendor Name
      • Invitation Status
      • NVR Status
      • Initiator
      • Contact Email
      • Vendor Email Sent Timestamp
      • Request ID
      • Initiators’ responses to invitation fields

      Comprehensive Reporting Dashboards

      In addition to the CSV export functionality, PaymentWorks offers robust Reporting Dashboards to provide deeper insights into your vendor and payment data. These dashboards include pre-built metrics and visualizations that can simplify reporting. For more information on accessing and using this feature, refer to the article: Reporting Dashboard Feature.

      Training and Additional Assistance

      For detailed instructions and a walkthrough of reporting functionality, you can view the training video for Exporting Data

      For more advanced or customized reporting requests, please contact your PaymentWorks Account Manager for assistance.