Enrollment Report
Billers who have enrollment enabled can view an Enrollment Report. This report shows all payers who are currently enrolled in DirectBiller.
The report is always run for the current date. Click Run Report.
The Enrollment Report contains one row for each Login ID, Account ID combination.
One Login ID may be used by a user to make payments against multiple Account IDs.
For each Login ID, Account ID combination, the following data is shown:
| Data | Description |
|---|---|
| Login ID | Login ID that the user uses to login to DirectBiller. |
| Account ID | Account ID against which the user is making payments. |
| Enrollment Date | Date when payer enrolled in DirectBiller |
| Recurring Payment |
Y = the user has a recurring payment setup for the account. N = No recurring payment is defined. |
| Triggered Payment |
Y = the user has a bill triggered payment setup for the account. N = No bill-triggered payment is defined. |
| Email address that the enrolled user has saved with their profile. |
A report is initially broken into 10 records per page. If there are more than 10 records, then the First/Prev/Next/Last buttons are active. Click on these buttons to move through the results by pages. The page length can be changed from 10 to 50 or 100.
To sort the data, type in a word in the box above a column or use a drop down menu, then click the Filter button. Use the Clear button to clear all the editable cells.
To sort by column, click on the label of a specific column:
To reverse the sort, click on the label a second time.
You can export your data by clicking on the Excel or CSV icon:
Choose a Division
If your configuration of DirectBiller supports multiple divisions, you can view a report for just that Division.
To choose a Division, go to the drop-down box above the menu bar and select the division.
