Payment Plan Activity Report

The Payment Plan Activity report lets you filter payer activity information based on your institutions, activity type, and a specific period (up to 6 months). The report shows plan information such as when an installment was missed, which payment plans were rebalanced, and when a budget based plan was updated by a payer.

You must have the Access to Payment Plan Summary Report permission or the reports superuser permission to be able to generate the report.

If you need access, please contact the Flywire administrator at your institution or contact Flywire Support at [email protected].

A user is considered a reports superuser when they are given the Ability to review all reports permission. The superuser permission includes the following individual permissions:

  • Ability to access Communication Campaign Report

  • Ability to download PDFs from S3

  • Ability to view a report of staff notes

  • Access to Account Reconciliation Summary Report

  • Access to Authorized User Report

  • Access to Cash Flow Report

  • Access to Mobile/Email Updates Report

  • Access to Payment Plan Rebalance Report

  • Access to Payment Plan Summary Report

  • Access to Payment Summary Report

  • Access to Recently Defaulted Payments Plans Report

  • Access to Soon To Default Payment Plans Report

  • Access to User Access Report

  • Access to Users Viewing Offers, Not Completing Report

  • Access to the Bad Email Addresses Report

  • Access to the eRefund Enrollment Report

  • Access to the eRefund Status Report

  • Access to the Financial Responsibility Agreement Report

  • Access to the Payment Plan Installment Report

Running the Report

  1. Select the Actions menu and click Reports.

  2. On the Report List page, click the Payment Plan Activity link.

  3. On the Payment Plan Activity page, complete the required fields.

    • Select which institutions to include in the report.

    • Select the start date in the From Date field.

    • Select the end date in the To Date field.

  4. Click Submit. A page displays with the report.

  5. On the results page, you can:

    • Click Export To Excel to generate a spreadsheet of the results.

    • Click a link in the Account column to view the payer's account information.

    • Click a link in the Payment Plan ID column to view the Installment Schedule page for the payment plan.