Viewing Small Business Data in the Hub

Small business data is accessible by users with Admin role types. This information is more robust than a simple list of customers that were referred to use Autobooks technology.

All data is available for download to a .CSV format. Click the download button in the upper right corner of the data table to download an export.

NOTE: Exports are limited to no more than 10,000 rows (or your ability to download a certain file size). To create a smaller download file, filter column views to show only the desired meaningful data you need.

Admins can take advantage of the data in a number of meaningful ways, including:

• Identify customers that do (or don't) take payments via Autobooks for follow-up;
• Schedule customer communications (using our provided email copy or call scripts!) to:
  • Encourage enrollments. Send a note to referred customers that have not yet enrolled in Autobooks;
  • Get SMBs approved for payment processing: Let enrolled customers that have not provided required Missing Info to log in and do so;
  • Encourage usage: Reach out to approved customers that can process payments, but haven't yet;
  • Thank your valuable customers: Congratulate your customers on using Autobooks to get paid, and gain feedback on their experience;

You are also able to drill into a specific customer record ( click here to jump to the instructions).

Accessing Small Business Data

To view your small business data, log into the Hub and click on the SMB tab.

Each line item represents a customer that has begun the enrollment process with Autobooks. You'll see the following information for each small business customer in your list, along with a Search bar at the top to locate a specific item:

• Onboard Date - the date the customer accepted Autobooks' terms and conditions.
• Company Name - name of the customer's business.
• Payments Status - the status of the SMB's enrollment and payment approval with Autobooks.
• ACH Payment Status - the approval status for the SMB's ability to accept ACH payments with Autobooks.
• Card Payment Status - the approval status for the SMB's ability to accept card payments with Autobooks.
• TTP Status - this status indicates if the customer has enabled Tap to Pay within your online banking.
• Capital Status - this indicates the status of the customer's engagement with Autobooks Capital.
• Account Balances - the total dollar amount of the SMB's accounts with your financial institution.
• TPV - the total payment volume the SMB has processed using Autobooks.
• Industry - the NAICS code category of the business.
• SMB ID - Autobooks' unique identifier for the business customer.
• External ID - your unique identifier for the business customer that was passed to Autobooks from your banking core.

Sorting and Viewing Small Business Data

Small business data may be sorted and filtered to narrow down results that matter most to you. Each column within the small business data table can be sorted and filtered as needed. Simply click the icon in a column header, and a dropdown of sort/filter options will appear.

Viewing a customer's Company record

You can drill into any Company Name within the Small Business Data or in the Progress Center to see more detail about that customer's Autobooks journey.

Click the Company Name to view their detailed record. Click here to read our article on viewing a customer's Company record.

NOTE: There will be no link to click if the customer has not yet accepted Autobooks' terms and conditions.