Flywire reports help staff review payment activity, payment plans, account updates, and reconciliation details. Reports are especially useful when you need to research a transaction, summarize payment totals, monitor payment plan performance, or export data for reconciliation.
The reports available to you may vary based on your user role, permissions, and organization setup.
Before You Begin
You must have access to Reports in Flywire. If you do not see the Reports option, contact your organization’s Flywire administrator.
Some reports also include different filters depending on your organization’s configuration. For example, one organization may see Tender Types, while another may see Payment Method Types and Transaction Tender Types.
Run a Report
- Sign in to Flywire.
- From the top navigation, select Actions.
- Select Reports.
4. On the Report List page, choose the report you want to run.
Common examples include:
- Payment Detail
- Payment Summary
- Payment By User
- Payment Plan Summary
- Cash Flow
- Unacknowledged Payments
5. Complete the report filters.
Filters vary by report, but may include:
- Institution, if you have access to more than one institution
- From Date
- To Date
- Calendar Date or Effective Date
- Payment Method Types or Tender Types
- Transaction Types
- Transaction Statuses
- Payment Plan Types
- Transaction Sources
Transaction Date
The date the payment or transaction was taken in Flywire. Use this when you want to answer, “When did the patient or staff user make this payment?”Effective Date
The date the transaction became effective for settlement or posting purposes. This may be later than the Transaction Date because of processing cutoff times, weekends, or holidays. Use this for reconciliation workflows because it usually aligns more closely with settlement/posting activity.Funding Date (present on some reports like Payment Summary but not all)
The date funds are expected to be funded, paid out, or deposited. Use this when the goal is to compare Flywire activity to bank funding or payout timing.
6. Select Generate.
7. Review the report results.
8. If the report offers an export option, select Excel to download the results.
9. Select Back to return to the report filter page or the Report List.
Choosing the Right Date Range
Some payment reports let you choose between Calendar Date and Effective Date.
Use Calendar Date when you want to report on the date the transaction was taken in Flywire.
Use Effective Date when you want to report on the date the transaction became effective for settlement or posting purposes. This is often the better choice for reconciliation because it more closely aligns with bank deposit or posting activity.
Helpful Use Cases
- Use Payment Detail when you need transaction-level information. This report is helpful for researching a specific payment, refund, return, failed transaction, tender type, or payment source.
- Use Payment Summary when you need a high-level total of payment activity. This report groups payment totals by the selected time frame, such as Day, Week, or Month.
- Use Payment By User when you need to review payment and refund activity by CSR or staff user.
- Use Payment Plan Summary when you need an overview of payment plans, including plan status and plan details.
- Use Cash Flow when you want to estimate expected incoming payment plan installment activity. This report is based on scheduled installment due dates, so actual deposits may differ.
- Use reconciliation-related reports, such as Payout Report or Reconciliation Payments Detailed API, when comparing Flywire activity with bank deposits or settlement data.
Tips
- For reconciliation, start with Effective Date when the report offers it.
- For researching when a payment was collected, use Calendar Date.
- If results are missing, check that the correct From Date, To Date, transaction status, payment method, and payment plan type are selected.
- If you need to share or save results outside Flywire, select Excel when available.