Viewing Program Data
The information available to you through the Admin Portal is organized into data tables by category. Select the category title at the top of the page to view the corresponding data table for each category.
Data categories include:
- Accounts
- Transactions
- Wire Transfers
- Current Allocation (Sweep)
- Source of Funds (Receive)
- Requests
You can interact with data in the Admin Portal in a variety of intuitive, user-friendly ways. Search for an account using the Account Title or Account ID, filter the table based on specific criteria, or download the table to a csv file to manipulate the data in spreadsheet form.
Updated 7 months ago