Corporate Matching Summary
The corporate matching summary report shows the number of requests by employer in each workflow step along with eligible and collected amounts.
This report includes known companies in our database as well as unknown companies (non-matched user entered employers).
Filtering
The report is filterable by the following fields:
- Fund
The date filter is applied to the payment date of the transaction when calculating all columns except the Gross Amount which uses the order date.
Data Fields
The following fields are included in the report:
| Column | Description |
|---|---|
| Employer | The name of the employer. |
| Pending | The number of requests sent to the purchaser and waiting for a response. |
| Submitted | The number of requests sent to the employer for matching. |
| Paid | The number of requests paid by the employer. |
| Rejected | The number of requests rejected by the employer. |
| Eligible | The amount eligible for matching funds. |
| Collected | The amount collected in matching funds from employers. |
Export
This report is exportable in the following formats:
- CSV File