Available Reports and Monthly Statements on Prepaid & Disburse Programs

• All report types may be generated on the Administrator dashboard from the time the account was approved to present day in 3 month increments.
• In the Reports section of the Administrator dashboard, choose the report type and the desired dates of the data you want to view
  • Cardholders can also generate an HTML report in up to 3-month intervals

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To generate a report

1

Login as an administrator to https://dashboard.pexcard.com

2

To view available reports, click the tab labeled “Reports” in the left navigation.

3

Choose the report you would like to view from the drop down list.

• A detailed description of each report is available by hovering the mouse over the (i) icon on the left of each report name.
• If the report is available for download, the download format is noted on the right of the dropdown in green.

4

Choose the timeframe for the report by selecting a start and end date.

• Common date ranges can be preselected by clicking the links for: Today, This month, Last month, or Since this time last month

5

After previewing a report, you can choose to download the report in CSV by clicking the button marked “Generate CSV” on the top right of the screen

• Previously generated CSV reports will also be available under the “Report History” tab

6

You can also print the report directly from the preview screen by clicking the button titled “Print Report”

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To view a monthly statement

1

In the Reports page, click on the Statements tab

2

Click on the [download icon] to the right of the statement you wish to download

• Statements will be listed in a light grey font until a download request is made
• A requested statement will be available for download in a few minutes from the server
• Check back or refresh your browser to see the statement in bolder black font. Click the download link again and locate the file in the downloads section of your device. You can change the start date for monthly statements. Please see: Changing the Statement Start Date

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FAQ