Overview
Business Capital Reports is the centralized reporting hub within the Partner Portal for tracking funding performance across your merchant portfolio.
Once Business Capital is enabled and activated, the Reports page becomes available automatically under the Business Capital section. From here, partners can monitor offer activity, track funded amounts, and analyze merchant engagement with funding offers. This report is used for performance tracking, portfolio insights, and operational decision-making.
Why It Matters for Partners
Business Capital Reports allows partners to:
- Track offer acceptance rates across merchants
- Monitor loan volume and total funded amounts
- Evaluate merchant engagement with funding offers
- Analyze performance across individual merchants or sub-affiliates
- Export data for internal reporting or reconciliation
This visibility helps partners identify trends, optimize merchant outreach, and better support funding opportunities.
Prerequisites / Access Requirements
To access Business Capital Reports:
- Business Capital must be enabled and activated for your partner account
- You must have access to the Partner Portal
- You must have the Manage Business Capital Permission enabled. To check or update this, go to Settings > Users, select your user profile, and confirm the permission is enabled.
How It Works
Accessing the Reports Page
- Log in to the Partner Portal
- Navigate to Business Capital
- Select Reports
Once enabled, this page appears automatically in the navigation.
Using Status Filters
The search filters allow you to refine report data based on key criteria:
- Merchant – View results for a specific merchant
- Status – Filter by funding or offer status
- Offer Start Date / Offer End Date – Narrow results by offer timeline
Including Sub-Affiliate Data
Within the search section, you will find the Include Sub-Affiliate checkbox.
When selected:
- The report includes all merchants under each sub-affiliate
- A Sub-Affiliate column is added to the report table
Using Advanced Field Search
To access additional filtering options:
- Click the Advanced Fields section.
Available advanced filters include:
- Acceptance Start Date / End Date
- Funded Start Date / End Date
- Completed Start Date / End Date
These filters allow for more precise reporting based on different stages of the funding lifecycle.
Exporting the Report
Partners can export report data for offline analysis or internal use:
- Click the Export button located at the top of the report table
- The report will download in .csv format
This file can be opened in spreadsheet tools for further analysis, reporting, or sharing.
Common Questions
Why don’t I see all my merchants in the report?
Filters or date ranges may be limiting results. Check merchant selection, date filters, and whether Include Sub-Affiliate is enabled.
What does “Funded Date” represent?
The date when funds were successfully disbursed to the merchant.
Can I customize the report columns?
Columns are system-defined, but exported CSV files can be edited externally.
Need Help?
For additional support, please contact our Support team by submitting a ticket:
https://support.nmi.com/hc/en-gb/requests/new