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How to Use

If you have an issuer relationship your Splitit, you will be given access to an Issuer Portal, where you can view and download reports related to:

  • new plans
  • plans with outstanding amounts
  • plans at risk
  • plans with collect events

Follow the instructions below to access your reports.

View Report Data

Access Reports Section

After logging into your Issuer Portal, select Reports from the left-hand-side menu.

reports link

Select Report Type

From the dropdown, select your desired report type (descriptions are next to each type).

select report type

Choose Dates

Select the desired dates for your report, using either a time frame or a calendar.

A. Time Frame

Specify a time frame, whether Day, Week, Month, Quarter, or Year, and specify whether you'd like to see the Previous period or the Current one.

select timeframe

B. Calendar

Choose dates using the calendar picker.

select columns

After selecting your dates, click Save (or Clear to exit).

Notes regarding dates and the At Risk Plans Report:

  • Results are returned for entire months at a time, and to get data for any given month, you need to include its first day in your selection
  • Remember that you will receive data for plans that were at risk during the timeframe you selected, they are not necessarily still at risk today

Choose Columns

Next select the Columns you'd like to see: you can choose to display All, choose Default (a selection of the columns most people find useful), or choose the See columns list popup, which lets you set Custom.

columns selection

See Columns List Popup

In the See Columns List popup, add columns using the check boxes.

see columns list popup

When you finished, make sure to click Save or Clear to exit.

Preview Data

Finally, click Get Sample in the upper-right-hand corner to view the data in your browser.

preview sample data

Download Report Data

After you have viewed your report data, you can download it by selecting Export Report, which is next to Get Sample in the upper-right-hand corner.

select columns

Choose from CSV, JSON and XLSX file types, then click Download.

select columns