Banking
Module: Analytics · For: Carrier users · Page address: /carrier-portal/analytics/banking
How to get there
Section titled “How to get there”Analytics → Banking
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Reports module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
What you see
Section titled “What you see”- Deposits over time
- Balance by account
- Deposits by account
- Transfers by status
- Last 7 days
- Last 30 days
- Last 90 days
Tab: Last 7 days
Tab: Last 30 days
Tab: Last 90 days
When there is nothing to show
Section titled “When there is nothing to show”- “No deposits were recorded in this period.”
- “No bank account has a recorded balance.”
- “No bank lines are recorded for this period. Bank lines arrive from a connected bank feed; until one is connected, the balances above come from Cash Management.”
- “No deposits are recorded.”
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27