Reports within the Bill Pay Payment Admin portal

Autobooks provides several useful reports you can use to keep on top of your Bill Pay product success.

Access your reports

1. Click the Reporting icon in the upper tool bar.
2. Use the Search Fields provided to select your report search parameters, then click Search.
3. Click Download CSV or Export (depending on the report type) to download any report results. 

Report results will appear in a table once you have selected your search parameters. Click a column header in your results table to sort the data as needed.

Available Reports

There are four report categories available to you on demand. They are:

1. Limits Report - this report will display all Transaction, Verification, and Daily limits per user (and per product) within the search parameters.
2. Admin Roles Report - this report will display all of your Admin users and their role access, as well as whether they are disabled.
3. A2A Accounts Report - this report will display all external accounts that have been added by a user. For the Search fields, you'll need a date range at a minimum to begin a search.
4. Standard Reports - you'll see a list of reports available to you based on the Bill Pay products you offer. There are no search parameters for these reports. Simply download the report you need.