Transact Insights

Transform how you collect, access and analyze campus data.

Laptop showing payments dashboard

“Transact Insights has given us the ability to see and monitor our performance at a glance. It streamlines our ability to evaluate our performance over time as well. No longer getting data dumps and spending hours manipulating and collating the data to see where we’re at. Transact Insights is a great tool!”

Becky Kellow
Assistant Director of Treasury Services at Western Washington University

Why Transact Insights?

Make data-driven decisions using flexible, long-term and detailed reports.

Access historical data instantly—no delays or scheduled exports needed. Effortlessly export data for in-depth analysis at any time. Additionally, explore benchmark trends and uncover critical insights from institutions similar in size or structure.

Integrate data across platforms without sacrificing security.

Consolidate payment data from across your campus to gain a complete overview of your operations. As a committed protector of your data, we implement full PII protection through irreversible transformations and aggregation, ensuring that the data remains secure and unrecoverable, even by Transact staff.

Access data easily. Share it seamlessly.

Our turnkey solution enables administrators to effortlessly access data through Single Sign-On (SSO) and instantly share reports and dashboards with colleagues using role-based access control (RBAC). This ensures that everyone operates from a unified source of truth and has access to the latest reports at all times.

Make your resources go further.

Access a central hub for dynamic Business Intelligence (BI) reports and dashboards. Benefit from near real-time data updates, enabling customized, flexible analysis without the need for a dedicated data analytics team.

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"Data Connections allows you to easily link to business intelligence apps like Power BI or Tableau. This feature provides highly secure, pre-certified connections, enabling you to quickly move from data collection to creating comprehensive dashboards and reports."

Ian Ashworth
Director, API Platform at Transact Campus

Transact Insights Payment Plan Enrollment on screens

Data Connections: Elevate Your Campus Data Experience

Unlock the power of your data with Transact Insights' latest feature, Data Connections. Say goodbye to manual spreadsheet handling and complex data manipulation. With just a few clicks, effortlessly link your campus data to your preferred analytical tools and transition smoothly from data collection to insightful dashboards and reports. Transform your campus reporting and make informed decisions faster and more securely with Data Connections.

Seamlessly connect to your data
Empower your analysis
Highly secure data access
Quick and easy setup
Unlock the full potential of your data

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Late Payment Analysis

Optimize your payment plans with key metrics on payment performance, outstanding balances, and late payments—effortlessly compare and filter data across time frames.

Monitor and track payment volumes through the system
Identify anomalous behavior early to within the last 24 hours
Track payment trends by payment type or payment module
Perform high level reconciliation of values

School Benefits

Seamlessly aggregate campus data and connect it to your favorite reporting tools or platforms with Data Connections.
No need for costly and custom data integrations
Directly access years of historical data in your preferred analytics tool for custom reporting and dashboards.
Gain comprehensive insights into payment plan performance

Student Benefits

Track late payment trends to identify the best payment plans for students needing assistance
Monitor student retention risks with data indicators such as payment plan enrollment
Increase student awareness of payment plan options to optimize the overall student financial experience