Implementation & Configuration
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      Reporting Dashboards Feature

       

      The PaymentWorks Reporting Dashboards feature provides key metrics and visual insights into vendor and payment data at a glance. This guide outlines the functionality of the Dashboards feature, how to access it, and the types of dashboards currently available.

      Accessing Reporting Dashboards

      To access the Reporting Dashboards feature, your user account must have the "Reporting User" role assigned. This role grants you access to:

      1. The Reporting parent feature.
      2. Its two child features: Reports and Dashboards.

      How to Enable Reporting Access

      Your organization's Account Admin must assign the "Reporting User" role to your user account. Follow these steps to ensure access:

      1. Assign the Role:
        Ask your Account Admin to log in to the PaymentWorks platform and navigate to user settings to assign the "Reporting User" role to your account.

      2. Access the Reporting Menu:
        Once the role is assigned, log in to your PaymentWorks account. You will see the Reporting menu on the navigation bar or in the dropdown menu.

        Note:

        • The "Reporting User" role grants access to all reports and associated data, regardless of existing permissions.
        • Currently, there are no field-level permissions or report restrictions, but these features will be added in a future release.

      Dashboards Feature Overview

      The Dashboards feature provides headline metrics, charts, and visualizations curated by PaymentWorks. These dashboards allow you to monitor vendor activity and payment data effectively. The availability of specific dashboards depends on your organization’s configured features.

      Out-of-the-Box Dashboards

      At the time of writing, PaymentWorks offers two pre-configured dashboards:

      1. Vendor Dashboard

      The Vendor Dashboard focuses on metrics related to vendor onboarding and engagement. Key metrics include:

      • Invitations Sent: Total invitations sent to vendors.
      • Connected Vendors: The number of vendors successfully connected to your account.
      • Segmented Vendor Totals: Vendors categorized by status, such as active, pending, or rejected.

      This dashboard helps you assess the effectiveness of your onboarding process and identify potential bottlenecks.

      Just so you know, the screenshot shown may not reflect the latest version of Dashboards.

      2. Payments Dashboard

      The Payments Dashboard highlights metrics for payments processed through the PaymentWorks platform. Key metrics include:

      • Payments Processed: Total payment requests completed.
      • Indemnified Payments: Payments covered under the indemnification policy.
      • Rejected Payment Requests: Payment requests that were not approved or processed.

      Note:

      • The Payments Dashboard is only available to users with the Payments feature enabled.
      • Data will only populate if payment requests have been created within the platform.

      Just so you know, the screenshot shown may not reflect the latest version of Dashboards.

      How to Use Dashboards

      Navigate the Dashboards

      1. Log in to your PaymentWorks account.
      2. Click on the Reporting menu from the navigation bar.
      3. Select Dashboards to view available dashboards.

      Filter and Customize

      • Use filtering options within each dashboard to refine your data by date range, vendor categories, or payment status.
      • Export charts and metrics as needed for reporting purposes or sharing with internal teams.

      Need More Help?

      For a training video, check out the Reporting Dashboards video

      For more info about PaymentWorks features, check out our Knowledge Base, if you need further help with the Reporting feature, please reach out to PaymentWorks Support.