Overview

The first tab in the Solid Dashboard is the Overview screen. This will give you a snapshot of how your program is performing. These high level statistics are displayed in panels throughout the page:

  • Persons - number of people in your program, broken down by status
  • Businesses - number of businesses on your program, broken down by status
  • Accounts - number of accounts on your program, broken down by status
  • Cards - number of Physical and Virtual cards on your program, broken down by status
  • Account Balances - a breakdown of where your account balances fall in various ranges. There are also indicators for Total Balance and Average Balance.
  • Payments - indicators for Total Credit and Total Debit, followed by a breakdown of transaction volume by type (ACH, Intrabank, Card, Domestic Wire, Physical Check, Digital Check)

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