To access the User Report and Balance Report, login to the DailyPay Portal and go to Reporting > Other. Within this section, you will find the option to export or download these reports.
Please find a list of the fields included in each report. As a note, all data is refreshed nightly at 12:30am.
User Report
- name - first and last name
- phone_number
- user_id - employee id, should match the employee id in your internal systems
- dailypay_routing - routing number for the users' DailyPay Account (DPA)
- dailypay_account - account number for the users' DailyPay Account (DPA)
- bank_link_status - 'verified' confirms that the user has a linked bank account
- paid - amount advanced by the user in the current pay period
- available - user's current available balance
- earnings - user's gross earnings for the current pay period
- company_approval - true for all user's where the direct deposit account switch is confirmed
- dailypay_status - user's dailypay status
- location - shows the user's location(s) if available
- pay_group - shows the user's pay group if available
- wage_type - shows the user's wage type if available
Balance Report
- first name
- last name
- user_id - employee id, should match the employee id in your internal systems
- outstanding balance - shows total unreconciled transfer amounts from any payday, past or future (negative balance)