Types of reports

Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

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Settlements

1. Spend by card — list transactions grouped by card
2. Spend by category — list transactions grouped by spend category
3. Spend by group — list all transactions by Cardholder group
4. Spend by transaction — list all transactions by date
5. Settlement detail — list all transactions by date
6. Authorized amount vs settled amount — compare authorization amount and final settlement amount for all transactions

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Authorizations

1. Authorization detail — list all card-authorization transactions by date
2. Declined authorizations — list all card-declined transactions by date
3. Expired authorizations — authorizations that expired without being settled
4. Outstanding authorizations — authorizations that have not yet been settled

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Funding

1. Business account funding transactions — list all business account fund transactions by date
2. Card funding transactions — list all card funding transactions by date

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Status

1. Cardholder available balance — list all Cardholders and their available balance and status