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Reporting

Lennart Becker
  • Updated

Introduction

AEX’s built-in reports offer a real-time view into the status of your agreements, resourcing needs, and historical performance.

Here’s a small example of how Reporting can boost your team’s productivity:

  1. Effectively identify where to re-allocate resources to balance team workloads
  2. Identify bottlenecks and potential areas to improve process
  3. Discover new insights in Agreement & Scorecard activity

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Table of Contents

Who is Reporting for?

  • Company Admins/Managers can use reporting to get a handle on overall volumes and major contributors by Agreement Type, Publisher, and Access Control Group (ie, Partner/Branch).
  • Underwriting Managers and Underwriters to review historical team decision outcomes, current workloads, and performance. Break down your data by Scorecard types (ie, High risk/Low Risk) or by Access Control Group (ie, Partner) to better understand how each segment impacts team performance.
  • Publishers to review individual performance and visualize the current state of your own agreements.

How can I filter my data?

Filters help you slice & dice your data by isolating a specific segment of users, agreements, or time frame.

General Filters

  1. Filter by Agreement Type: Select one or more Agreement Types (also known as workflows, transactions) to include in the data.
  2. Filter by Publisher: Select one or many Publishers to include in the data. All Publishers in the company are listed here.
  3. Filter by Status: For applicable reports (ie, Publisher Activity), you can filter by the current status of an agreement.
  4. Filter by Created Date: Filter data by any of our preset date ranges, or create your own with Custom Dates

Underwriting Report Filters

The following filters are applicable to the Underwriting Reports for Scorecards.

  1. Filter by Scorecard Type: Select one or more Scorecard Types to include in your data (ie, High Risk vs Low Risk)
  2. Filter by Underwriter: Select one or more assigned Underwriters to include in the data. Data is shown based on the last/current Underwriter assigned. You can also filter for Unassigned to view data related to unassigned scorecards (ie, auto-decisioned).

Access Control Group Filters

The following filter applies if Access Control Groups has been enabled for your company.

  • Filter by Access Control Group: Select one or more assigned Access Control Groups to include in the data. Data is shown based on the current Access Control Group assigned. You can also filter for Unassigned to view data where an associated Access Control Group does not apply.

Access Control Group Visibility for Managers:

  • If Access Control Groups has been enabled for your company, Managers of Access Control groups can see the same reports available to Company Admins. The data, however, is limited to the Agreements & Scorecards associated to that Managers Access Control Group(s).
    ie, a Manager of Partner A can see reporting data for all members of the Partner A Access Control Group. This manager will not see the Partner B’s reporting data, however.

Summary of Reports

Below is a summary of the reports currently supported and planned.

Company Reports

Publisher Activity

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  • Description: This report depicts the volume of agreements published by each member of the company by current status.
  • Accessibility: Accessible by all Company Admins
  • Who is this for? Any Company Admin looking for an aggregate summary of progress for published agreements and easily identify publishers with larger volumes of outstanding agreements.

Time to Close

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  • Description: This report displays the time taken to complete agreements from Publish to Completion. Cancellations are not included in this report.
  • Accessibility: Accessible by all Company Admins
  • Who is this for? Any Company Admin looking to understand trends in agreement creation volumes and completion times.

 

Underwriting Reports

Underwriting Outcomes Overall

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  • Description: Displays the total volume of Scorecard outcomes (Approved, Decline, Auto-Approve, Auto-Decline, Cancelled).
  • Accessibility: Accessible by all Underwriters & Company Admins.
  • Who is this for? An Underwriting Manager looking to understand approval/decline rates within the Underwriting team over a period of time.

Underwriter Capacity

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  • Description: Displays the number of scorecards currently assigned to each member of your underwriting team.
  • Accessibility: Accessible by all Underwriters & Company Admins.
  • Who is this for? Underwriters and Managers looking to understand the workload and reallocate resourcing across the team.

Underwriter Activity

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  • Description: This report displays the time taken for an underwriter to complete a scorecard from Creation to Decision or Cancellation.
  • Accessibility: Accessible by all Underwriters & Company Admins.
  • Who is this for? An Underwriting Manager looking to understand Underwriter decision outcomes and the median time taken to make those decisions.

Scorecard Volume

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  • Description: Displays the volume of Scorecards created over time categorized by Schedule, Monitoring, & New.
    • The first scorecard created for a specific merchant counts as a New Scorecard. Scheduled scorecards are monitoring scorecards created using the ScanX Scheduler.
    • Monitoring scorecards are created in real-time - manually in Workspace or by calling the Publishing API.
  • Accessibility: Accessible by all Underwriters & Company Admins.
  • Who is this for? An Underwriting Manager or Company admin looking to understand overall volumes for different types of Scorecards. In some cases, different types of scorecards are billed differently and/or resourced differently.

 

My Activity

My Completed Agreements

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  • Description: The My Completed Agreements report allows you to see the status of all completed agreements that you have created. The values include: Approved (Linked Scorecard) Auto Approved, Auto Decline, Decline, UW Cancelled, Done - No Scorecard
  • Accessibility: Accessible by all Underwriters & Company Admins.
  • Who is this for? A Salesperson who wants to see how many of their merchants have been approved or declined by Underwriting.
    • This report is most relevant for Publishers that launch agreements with linked scorecards.
    • Publishers who use this report without linked Scorecards will see a single bar showing the volume of completed transactions.

 

FAQ

  1. How do I access Reporting?
  • Within the new workspace, select the Reporting tab from the universal header.
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  • Reporting is currently enabled automatically for Payments & Scorecard customers. As additional reports become available it will be automatically enabled for most clients.
  • Company Settings
    • ENABLE_WORKSPACE_REPORTING is required to enable reports
    • ENABLE_UW_REPORTS is required to access Underwriting reports for Scorecards
  1.  
  2. I had custom grid reports in MV2, will these move to the new Workspace Reports?
  • The new Workspace’s Views grid data is fully exportable and in many cases replaces the custom reporting tool in Workspace. At this time we are focused on building optimized built-in visual reports for our users in the Workspace Reporting.
    For scenarios where our Workspace Views and built-in reports fall short, legacy MV2 reporting is accessible from the Workspace until we are poised to decommission the feature.

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