What is the Virtual Card Uptake Report?


This article provides an overview of Virtual Card Uptake Report, which is available as an RIW System existing report.


The report lists all cardholders who have a relationship with company, including primary, secondary and associated cardholders, and whether they have a virtual RIW card loaded to their Vircarda wallet.


For more information about how to issue a virtual RIW card, please refer to How does a company order or reorder a physical or virtual RIW card?




This instruction applies to the following user roles:

  • Advanced Project Admin
  • Employer Admin
  • Helpdesk



1


Go to https://app.riw.net.au and log in using your credentials.

2


Click on Reports > Existing Reports > Virtual Card Uptake Report.

3


The report will immediately display on screen. 


The report details all cardholders that have a relationship with the user, including the cardholders name, RIW number, employment relationship, whether a virtual RIW card is loaded to the Vircarda wallet, date loaded to the wallet, and the cardholders primary employer.




4


If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to you.  


Click OK to proceed.


5


You can also save and schedule the report to be run periodically.  Refer to How does a company save and schedule a report? for more information.





Article link:

https://support.riw.net.au/support/solutions/articles/51000170875




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