Task reports

Use reports to analyse your compliance processes.

To see the Reports tab and access the task reports, you must have Read-only access or Read & Write access for the All reports permission. To change your permissions, contact the administrator of your account.

What are the task reports?

Task reports show you how the tasks on your account are performing.

There are two types of task reports:

  • Status
  • Time to completion

To view a report, go to the Reports tab, click Tasks, and select the report you want to see.

To learn more about tasks, see What are PassFort's tasks?
By default, all reports show data for profiles who are prospects and/or customers. To view the data for company associates, change the options for the Profile type filter criterion.
To learn more about when your data refreshes, how data is displayed in the graph and table, and more, see Using reports.

Status

The Status report shows you how many tasks created each week have an Incomplete, Passed, or Failed status.

There are three metrics:

  • Incomplete: The number of tasks created that week that currently have an Incomplete status.
  • Passed: The number of tasks created that week that currently have a Passed status.
  • Failed: The number of tasks created that week that currently have a Failed status.

In the example above, 31 tasks were created the week of September 23. Of those 31 tasks, 20 are currently Incomplete, 11 are Passed, and 0 are Failed.

This report shows task versions. For example, if a task is added to an application and then a new version of that task is added later, the Status report shows two separate tasks.

Time to completion

Time to completion reports show how long it took for a percentile of tasks to be completed (passed or failed) each week.

There are three metrics:

  • 50th percentile: The amount of time it took for 50% of the tasks passed/failed that week to be completed.
  • 80th percentile: The amount of time it took for 80% of the tasks passed/failed that week to be completed.
  • 95th percentile: The amount of time it took for 95% of the tasks passed/failed that week to be completed.

In the example above, 50% of tasks that passed/failed the week of September 23 were decided in 1 minute and 34 seconds or less. 80% of tasks that passed/failed that week were decided in 30 minutes and 51 seconds or less. 95% of tasks that passed/failed that week were decided in 4 hours and 53 minutes or less.

This report shows task versions. For example, if a task is added to an application, then a new version of that task is added later, the report shows two separate tasks.
This report shows the time it took for each task version to be completed the first time. For example, if a task version was initially failed, then later passed, the Time to decision report only shows the amount of time before the task version failed. If the task then gets a second version, that version is tracked as a separate task.
If the table shows 0 seconds, this means either the result was returned in less than 1 second or there's no data for the plot point (e.g. when you've grouped by Task name and no tasks with that name were completed that week).

Data you can filter

You can choose from any of the filter criteria below:

  • Task name: The custom name of the task. If the task does not have a custom name, the task type is displayed.
  • Task type: The type of task.
  • Task status: The status of the task.
  • Task decided with STP: Whether the task was first decided with straight through processing. To see tasks that have not yet been decided, plus any tasks that were created before 24 July 2019, select No data.
  • Profile type: The type of profile. The options for this filter are: INDIVIDUAL_CUSTOMER (individuals applying for your product), COMPANY_CUSTOMER (companies applying for your product), INDIVIDUAL_ASSOCIATED (company associates who are individuals), COMPANY_ASSOCIATED (company associates who are companies).
  • Country of incorporation: The profile's country of incorporation. To see profiles with no country of incorporation (i.e. all individual profiles, plus any company profiles that have no data for this field), select No data.
  • Country of current address: The profile's country of address. To see profiles with no country of address (i.e. all company profiles, plus any individual profiles that have no data for this field), select No data.
  • Country of nationality: The profile's country of nationality. To see profiles with no country of nationality (i.e. all company profiles, plus any individual profiles that have no data for this field), select No data.
It's not possible to filter by Product in Task reports because the same task may be required for multiple products or may not be required for any product.
To learn how to apply and remove filters, see Using reports.

Data you can export

You can export the following data.

Standard profile data:

  • Task start date: The date the task version was created.
  • Task completion date: The date that the task version was passed or failed for the first time.
  • Task start week: The week (starting on Monday) that the task version was created.
  • Task completion week: The week (starting on Monday) that the task version was passed or failed for the first time.
  • Profile creation date: The date the profile was created.
  • Task ID: The task version's ID in PassFort.
  • Task name: The custom name of the task. If the task does not have a custom name, the task type is displayed. This data corresponds to the Task name filter.
  • Task type: The type of task. This data corresponds to the Task type filter.
  • Task time to completion: The amount of time (in seconds) it took for the task to be completed.
  • Task status: The status of the task version. The statuses are: INCOMPLETE, COMPLETED_PASS, and COMPLETED_FAIL.
  • Task decided with STP: Whether the task version was decided with straight through processing the first time it was completed.
  • Profile ID: The profile's ID in PassFort.
  • Profile type: The type of profile. The types are: INDIVIDUAL_CUSTOMER (individuals applying for your product), COMPANY_CUSTOMER (companies applying for your product), INDIVIDUAL_ASSOCIATED (company associates who are individuals), COMPANY_ASSOCIATED (company associates who are companies). This data corresponds to the Profile type filter.
  • Date of birth: If the profile is an individual, this is the date they were born. If the profile does not have a date of birth or the profile is a company, this is blank.
  • Company number: If the profile is a company, this is the company registration number. If the profile does not have a company registration number or if the profile is an individual, this is blank.
  • Customer reference: An optional profile field that can be used to add a unique identifier for the profile (e.g. the unique identifier from your CRM).
  • Display name: The name of the profile.
  • Date of incorporation: If the profile is a company, this is the date it was incorporated. If the profile does not have a date of incorporation or if the profile is an individual, this is blank.
  • Country of incorporation: If the profile is a company, this is the country of incorporation. If the profile does not have a country of incorporation or the profile is an individual, this is blank. This data corresponds to the Company of incorporation filter.
  • Country of current address: If the profile is an individual, this is the profile's country of address. If the profile does not have a country of address or the profile is a company, this is blank. This data corresponds to the Country of current address filter.
  • Country of nationality: The profile's country of nationality. This data corresponds to the Country of nationality filter.
  • Tags: The profile's tag(s). If the profile has multiple tags, each one is separated with a semicolon. If the profile does not have any tags, this is blank.

Custom fields:

This category contains any custom fields you have.

To learn how to export report data, see Using reports.

How is task STP determined?

A task is decided with Straight through processing (STP) when it goes from created to completed (passed/failed) without any manual intervention.

STP always refers to the first task decision. For example, if a task is passed automatically without manual intervention, then later failed manually, it is decided with STP.

If any of the following actions take place between the time the task is created and first decided, the task is not decided with STP:

  • A user runs a check on the task.
  • A user changes the state of the task.
  • A user adds a company associate or removes a company associate from the verification list. Note that this only applies to the Identify officers, Identify shareholders, and Identify trustees tasks.
  • A company associate has an application that is not decided with STP between the task's creation and first completion. Note that this applies to the Identify officers, Identify shareholders, Identify trustees, and Identify authorised persons tasks.
  • A user sends a document request to an applicant. Note that this action is only relevant for the Collect service. Contact us to learn more.
Adding/deleting task notes does not affect whether the application is decided with STP.


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