# Client Hub source: https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/index.md The Client Hub portal offers you the flexibility to manage some of your key Open Finance operations via a user-friendly interface. It allows you to monitor the health of financial institutions and simplifies billing reconciliation by displaying a record of reports generated for customers through a dashboard. While you can perform these tasks using the Open Finance APIs (for example, retrieve the list of reports generated for a customer by calling [Get List of Reports by Customer](https://developer.mastercard.com/open-finance-us/documentation/api-reference/index.md#GetReportsByCustomerId), or check the status of a Financial Institution by calling [Get Institution by ID](https://developer.mastercard.com/open-finance-us/documentation/api-reference/index.md#GetInstitution)), the Client Hub makes managing these tasks more accessible for a non-technical audience through its interface. ### How It Works {#how-it-works} ![](https://static.developer.mastercard.com/content/open-finance-us/uploads/client-hub-dashboard2.png) Client Hub provides the following key features: | Feature | Description | |-------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | [Institution Status](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/institution-status/index.md) | This page lists thousands of US financial institutions, displaying their connection statuses as either online, investigating, and offline. Institutions that are investigating a connection or are offline, display error codes to help you understand the reason for the connection status. This insight helps you to quickly communicate what action if any, a partner must take to resolve connectivity issues. Refer to the [Client Hub Use Cases](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/client-hub-use-cases/index.md#monitor-institution-status) to learn how Institution Status feature can help you. | | [Invoice History](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/invoice-history/index.md) | This page displays a record of every report that you have run for a customer. For example, when you request a verification report for [assets](https://developer.mastercard.com/open-finance-us/documentation/products/lend/reports/voa/index.md), [income](https://developer.mastercard.com/open-finance-us/documentation/products/lend/reports/voi/index.md) or [employment](https://developer.mastercard.com/open-finance-us/documentation/products/lend/reports/voe-payroll/index.md) for a customer using the Open Finance APIs, a record is automatically generated in the Invoice History page of the Client Hub. You can also download the list of reports as a CSV file and manually sort the data to help you with billing reconciliation. Billing reconciliation involves cross-checking the list of reports recorded on the Client Hub with the corresponding invoices across various locations or branches in your organization to verify the charges incurred for a customer are accurate. Refer to [Client Hub Use Cases](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/client-hub-use-cases/index.md) to understand how the Invoice History feature can help you. | | [Customize Data Connect](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/client-hub-customize-connect/index.md) | Customize Data Connect allows you to tailor the appearance and behavior of the Data Connect application's interface to better align with your application's branding and user experience requirements. For detailed guidance on each customization option and to see the changes in real-time, refer to [Customizing Data Connect](https://developer.mastercard.com/open-finance-us/documentation/connect/configure-connect-experience/customize-connect/index.md). | | [Order Reports](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/order-reports/index.md) | The Order Reports tool enables you to request [Lend reports](https://developer.mastercard.com/open-finance-us/documentation/products/lend/reports/index.md) (Verification of Assets, Income, Employment, and others) without building a direct API integration. The tool can email customers to prompt them to provide access to their data. | ## Client Hub Help {#client-hub-help} If you need help with Client Hub, you can contact us through the [Mastercard Connect support portal](https://www.mastercardconnect.com/-/sign-in). * **Support Case:** If something on Client Hub is not working correctly, raise a new support case. Please provide as much context and information as possible, including screenshots. * **New Feature:** If there is an unsupported feature or enhancement you want in the Client Hub, raise a new feature request. Please provide context about what you are trying to accomplish. * **New Institution:** If you would like us to add a particular bank or credit union to our supported financial institutions, please provide details so we can attempt to establish a connection for future customers. **See also**: * [Accessing the Client Hub](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/accessing-client-hub/index.md) * [Client Hub Use Cases](https://developer.mastercard.com/open-finance-us/documentation/client-hub-guide/client-hub-use-cases/index.md)