Online Help
Section 3
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:
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.
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.
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. |