Reporting in Payreq Delivery

Payreq Delivery offers built-in reporting tools that allow billers to monitor document delivery status, access audit trails, and manage delivery issues across all channels.

This article outlines the key features of the reporting functionality available from the Payreq Console and how to use them effectively.

Accessing Reports

To access reporting features:

1. Log into the Payreq Console.

2. Click the Reports tab in the main navigation bar.

Depending on your permissions, you may see different report types. If you need access, contact your administrator to update your permissions via Settings > Account Permissions.

Types of Reports Available

The following reporting views are available in Payreq Delivery:

1. Mail Status Reports

These allow you to track the status of every document uploaded to the system, including:

• Pending Send: Mail uploaded but awaiting approval or action.

• Sent: Documents successfully delivered to recipients.

• Undeliverable: Mail that could not be delivered, often due to a bounce or issue with the customer’s BPAY View setup.

• Undeliverable Actioned: Items marked as handled (e.g., printed or reissued).

Each record includes time stamps, channel, recipient, delivery status, and failed payer counts, giving you confidence in compliance and audit tracking. 

2. Audit Logs

Audit trails of system activity help support compliance and transparency. These logs may include:

• Document upload events

• Delivery actions and timestamps

• Manual interventions (e.g., resend, print and mail)

These reports are essential for investigating disputes or proving delivery.

Exporting Reports

You can download filtered mail records and reports in:

• CSV format (ideal for spreadsheets)

• PDF format (for visual summaries or distribution)

Use the download button available on each view, usually after filtering for date range, status, or mail job.

Use Cases

• Mailhouse partners use reporting to confirm which documents have been delivered digitally and which need fallback print.

• Councils and utilities use audit logs for monthly reconciliation and to track service levels.

• Customer service teams refer to delivery records to respond to queries about whether a bill or letter was sent and when.

Tips for Effective Use

• Regularly check the Undeliverable tab and ensure external actions are logged where required.

• Use Sent and Pending Send reports to verify successful delivery before customer follow-up or dispute handling.

• Download monthly CSV exports for reconciliation with your billing or CRM systems.