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Overview of the Newline Dashboard


The Newline™ Dashboard provides centralized visibility into account balances, transaction activity, and program performance so teams can access data and take action.

Teams using Newline can monitor activity from the Home dashboard, navigate across Customers, Reports, and Support, and locate transactions using the transaction search bar.f

The dashboard experience is designed to support:

  • Real-time monitoring of account balances and program metrics
  • Quick access to transaction search from any page
  • Insight into payout rates, returns, and settlement performance
  • Easy navigation between customers, reporting, and support resources

The Newline Dashboard helps teams stay informed with program data, transaction search, support resources, and user access controls.

  • Real-time visibility into transaction activity and account balances

  • Advanced search and filtering to quickly locate transactions

  • Role-based access controls for secure team collaboration

  • A scalable platform that evolves with your organization’s needs

  • Centralized Home Dashboard: The Home page provides an at-a-glance view of key metrics, including account balances, payout rate, transaction volume, returned amounts, and recent customer activity.

  • Real-Time Data & Metrics: Monitor live program performance with continuously updated metrics such as total transactions, available balance, and settlement trends.

  • Transaction Search: A dedicated transaction search bar allows users to quickly locate transactions using identifiers like Transaction UID, enabling fast access to transaction details and investigation workflows.

  • Reports & Analytics:
    Visual reports display trends in settlement times across payment rails (e.g., Wire, ACH, RTP, Book Transfer), helping teams identify patterns and performance insights.

  • Customer Management: Access customer records and recently added customers directly from the dashboard for faster support and investigation workflows.

  • Integrated Support Resources: Built-in access to Service Desk, FAQs, and Developer Docs ensures users can quickly find help, submit requests, or explore technical documentation.

  • Security & Authentication: Secured with Okta-based authentication and encryption protocols to protect sensitive financial data.

  • Role-Based Access: Admins can manage users, invite team members, and control access levels, while standard users interact with data scoped to their program.