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Key2Benefits Reports


3. Key2Benefits Reports

3.1 Report Categories and Frequency

Multiple reports are available for Key2Benefits programs, which include:

  • New Account
  • Cards Never Activated
  • Card Funding
  • Returned Cards

There are a variety of reports available for your program on a daily, weekly and monthly basis. Please spend some time familiarizing yourself with which reports meet your needs. An example of the Daily Report Listing is below:

Daily Report Listing

3.2 Report Formats and Availability

For your convenience, reports can be viewed, printed and/or saved in both .pdf or .csv format. Reports can also be filtered by date range. Your reports are available online for a revolving 12 months.

Reports Format

3.3 Report Names and Descriptions

After each report name, there is a blue circle with an “i” in the middle. If you click on this “information circle”, you will see the description of the report.

Reports Names

3.4 Report List

Report Name Report Description
Portfolio
Client Profile Report Displays a listing of each account, the open date and basic demographic information within a client profile as of the selected calendar day.
Audit
Demographics Updates Displays details of each demographic update performed within a client profile for the selected calendar day.
Cardholder Transaction Summary Report Displays transaction counts and total amounts by Transaction Description within a client profile as of the selected calendar day.
Financial
Funding Detail Report Displays details of each funding transaction along with transaction counts and total amounts by Transaction Description within a client profile for the selected calendar day.
Funding Summary Report Displays funding transaction counts and total amounts by Transaction Description within a client profile for the selected calendar day.
Cardholder Account Balance Summary Report Displays cardholder account balance amounts by account status within a client profile as of the selected calendar day.
Cardholder Balance Reversal Detail Report Displays details of each cardholder balance reversal within a client profile for the selected calendar month.
Cardholder Balance Reversal Summary Report Displays cardholder balance reversal amounts within a client profile for the selected calendar month.
Status
Consolidated Card Status Detail Report Displays details of each card by Status within a client profile as of the selected calendar day.
Consolidated Card Status Summary Report Displays card counts by Status within a client profile as of the selected calendar day.
Activation Card Status Report Displays details of each card in Activation Status within a client profile as of the selected calendar day.
Activated Card Status Report Displays details of each card in Activated Status within a client profile for the selected calendar day.
Hot Card Status Report Displays details of each card in Hot Card Status within a client profile for the selected calendar day.
Closed Card Status Report Displays details of each card in Closed Status within a client profile for the selected calendar day.
Returned Card Status Report Displays details of each returned card within a client profile as of the selected calendar day.