This article provides an overview of Virtual Card Uptake Report, which is available as an RIW System Existing Report.
The Virtual Card Uptake Report will list all cardholders who have a relationship with the logged in RIW System User, including primary, secondary and associated cardholders, and whether they have a virtual card loaded to their Vircarda wallet.
For more information about how to issue a virtual RIW card, please refer to the RIW Knowledge Centre article How does a company order or reorder a physical or virtual RIW card?
This instruction applies to the following RIW System User Roles:
- Advanced Project Admin
- Employer Admin
- Employer Admin - No Payment
- Employer Admin - Read Only
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
Step 2: Reports tab
Click on the Reports tab that is on the top of the screen.
Step 3: Existing reports
Click on the Existing Reports icon.
Step 4: Reports List
A list of RIW System default reports will appear. Click on Virtual Card Uptake Report.
Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.
Step 5: Run report
On the Virtual Card Uptake Report screen, click on the Run Report button.
Step 6: Report displays
The Virtual Card Uptake Report will now display on screen. The report details all cardholders that hold a relationship with the logged in RIW System User, including the cardholders name and RIW number, employment relationship, whether a virtual RIW card is loaded to the Vircarda wallet, and the cardholders primary employer.
Step 7: Export report
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 the logged in RIW System Users contact email. Click OK to proceed.
The report will now be generated.
RIW Knowledge Centre Article Link:
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