The corporate matching summary report show by employer the number of requests 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).
The report is filterable by the following (note the date filter is not applied):
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.
The report has the following columns:
|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|
All columns can be exported to a CSV file.