How can I download the franchisor onboarding report?
Do you have the right user role?
Please check whether you have the following user role:
Merchant Franchisee Onboarding On Test
Keep track of franchisee accounts
You can have an overview of franchisee onboarding status with the franchisor onboarding report. There are 4 different statuses you might encounter:
- InReview: We’re reviewing the provided data.
- Unsuccessful: There’s an issue with the provided and changes are needed.
- PreLive:The account is ready to go live.
- Live: The account is live and processes payments.
Download the franchisor onboarding report
- Log in to the Customer Area.
- Select Reports > Account.
- Select one of the reports you can use as a franchisor:
- Merchant account and stores: shows all PreActive and Active merchant accounts from the particular company merchant account.
- Merchant boarding status: presents an account status that’s still on prospect, such as InvitationSent (Migration Flow specific), InReview, Unsuccessful. If the merchant account is on drafts, this status won’t show on this report.
- Onboarding error report: shows all merchant accounts in Unsuccessful status, together with all the KYC errors present on the various KYC checks.
- Onboarding interactive report: available in your Customer Area, where the admin user of the company account can filter their interests in terms of statuses and errors.
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