Merchant information at your fingertips.

Take a Look at Your Bottom Line

It is important that financial institutions get a clear vision of the daily financial activities affecting their most valuable clients. That’s why at First American Payment Systems, we provide proprietary, online, user-friendly reports to our partners – and their merchants. This is just another way we empower you to make the best of your merchant services program.

Reports for Financial Institutions

The Daily Dashboard is your primary reporting tool, providing enhanced features that allow you to access merchant maintenance and processing information. From here, you can view profitability, residual income, merchants who are processing/non-processing and much more! Simply log into your account on First American’s site and access the real-time information you need with this innovative, cutting-edge tool. The Daily Dashboard is one of many helpful resources that First American offers its partners.

Lead Status Reports give you an additional view into your customers' lead statuses using our partner portal. If you opt to use this feature, you can see call logs, the sales representative who spoke with the customer, the call notes and the referring employee at your company. By adding the sales portal to your portfolio, you can help manage your internal referral process and monitor progress simply by logging in.

First American is one of the only processors that uses Mobile Reporting to help you retain merchants. This tool will notify you via text message and email if/when merchants wish to cancel their accounts. This is just another way First American makes managing your business simple and quick.

Reports for Merchants

FirstView is a safe, fast and convenient way for your merchants to access their data 24 hours a day, 7 days a week from home, work, or anywhere online. Robust reporting features combined with easy navigation offer a detailed accounting of all of their merchant activity, down to individual transactions. Merchants can view their personal reports on First American’s website. From there, they can view single or multiple locations on an advanced encrypted server that helps keep their data safe. With FirstView, you can offer your merchants the tools that affect their bottom lines.