Using reports

When you open a report, a graph and a table are displayed. They show different views of the same data.

Watch the video

This video takes you through the basics of using reports to analyse your compliance processes. You'll see an example of the Straight-Through Processing (STP) report, including how to change the date range, filter and group data, and export data so you can work with it in Excel, Google Sheets, or plug it into your own analysis tools.

About the data

There are a few important things to note about the data:

1. Most data is available from 1 September 2018 onward. Data for Risk level (at first decision) is only available from 19 September 2019 onward. Data for Straight through processing (STP) is only available from 24 July 2019 onward.
2. The data for your account is refreshed every day between 2:00 AM - 4:00 AM UTC. Reports can still be used during this time. If the date range for the report includes today, you may see some data for the previous day (e.g. new applications may have been created or application statuses may have changed since the data has refreshed).
3. The graph and table start with the first week in the date range that has data and end with the last week in the date range that has data. For example, if you're looking at the Time to decision report and you select a date range that starts with the first week of January and ends with the last week of December but applications were only decided between April 1st and April 30th, the timeline for the graph starts with 1 Apr and ends with 30 Apr.

Changing the plot lines on the graph

To change which lines are plotted on the graph, click the Plot on graph drop-down and select your option.

The plot lines that are available depend on the report. To learn more, see Application reports, Task reports, Check reports, and the Audit metrics report.

Select a date range

By default, all the available data for the last 12 weeks is displayed.

To change the time range:

1. Click the Select date range drop-down.

   

2. Select a new start date from the Select start date calendar.

   

3. Select a new end date from the Select end date calendar.
4. Click Apply date range.

The data for your date range is displayed.

The graph and table start with the first week in the date range that has data and end with the last week in the date range that has data. Learn more.

If no applications were created in the given time range, the graph displays a message to say there are no results.

Filter report data

To view only applications that meet specific criteria, filter your data.

The filter criteria that are available depend on the report. To learn more, see Application reports, Task reports, Check reports, and the Audit metrics report.

Apply a filter

To apply a filter to your data, click the drop-down for one of the criteria under Filter Report Data and select the option(s) you want to apply.

As you select option(s), the data is filtered automatically.

Follow the same steps to add as many filter criteria as you like.

Remove a filter

To remove all options for a filter criterion, click the drop-down for the criterion and select the first option. This option has the name of the filter criterion (e.g. "Country of nationality").

When you click the option, all filtering for that criterion is removed from the data.

You can also remove all options for a filter criterion except one. To do this, click the drop-down for the filter criterion, hover over the option you want to keep, and click Only.

When you click Only, all other filtering options for that criterion are removed from the data.

Group report data

To see a segment of your data in detail and compare it, use the Group by feature.

For example, if you're looking at an application Time to decision report, you can group by Product to compare how applications for two of your products are performing.

The Group by options that are available depend on the report. To learn more, see Application reports, Task reports, and Check reports.

Apply a group

To apply a group, click the Group by drop-down and select any option (e.g. Product).

The table and the graph are updated with your selection.

How the table changes

The first column of the table displays your group selection as the first column. For example, if you're looking at an application Time to decision report and you select Products, the first column of the table displays the names of your products.

The other columns show the same metrics as before, but specific to each row in the table.

In the example above, the Time to decision report is grouped by Product. During the date range, 50% of the applications made for a Forexo Basic Account were decided in 3 minutes and 1 second. By contrast, 50% of the application made for a Forexo Pro Account were decided in 46 minutes and 47 seconds.

How the graph changes

The graph is re-plotted with one plot line for each element of your group.

In the example above, the Time to decision report is grouped by Product. The plot lines on the graph are:

• Forexo Pro Account - 50th percentile: The time it took for 50% of the Forexo Pro Account product applications approved/rejected that week to be decided.
• Forexo Pro Account - 80th percentile: The time it took for 80% of the Forexo Pro Account product applications approved/rejected that week to be decided.
• Forexo Pro Account - 95th percentile: The time it took for 95% of the Forexo Pro Account product applications approved/rejected that week to be decided.
• Forexo Basic Account - 50th percentile: The time it took for 50% of the Forexo Basic Account product applications approved/rejected that week to be decided.
• Forexo Basic Account - 80th percentile: The time it took for 80% of the Forexo Basic Account product applications approved/rejected that week to be decided.
• Forexo Basic Account - 95th percentile: The time it took for 95% of the Forexo Basic Account product applications approved/rejected that week to be decided.

No results

If you see a message that says No results, there's no application data that matches your date range and filter criteria.

Try using a different date range or changing your filter criteria.

Saving and sharing reports

You can copy the URL, and save it or share it.

Anyone who has Read-only or Read and write access for the All reports permission will see that report when they follow the link.

If you select a date range and/or apply filter criteria or groups before copying the URL, your options are applied when the URL is followed.

Exporting report data

You can download a copy of the raw report data (with the date range and any filter criteria applied) as a CSV file.

To export the data:

1. Click Export filtered data (.CSV). A dialog is displayed with all the data you can export.
   
   The data is grouped into the following categories: Standard profile data and Custom fields. The raw data contains more information than is displayed in the graph and table. To learn what data can be exported for your report, see Application reports, Task reports, Check reports, and the Audit metrics report.

   

2. Select the data you would like to export. To see data from a different category, click the name of the category. You can also use the search tool at the top of the dialog to search for specific data.
3. Click Export .CSV. A message is displayed to say your report is being generated. While your report is being generated, you can do other things in PassFort.

   

4. Click Okay. The way you can get your report depends on which setting(s) you have for the A report I requested completes notification preference:
   1. If you have selected In PassFort, a new notification is displayed. Click the Notifications icon at the top of the page to see all notifications, then click the notification that says, "Your product application report is ready for download".

      

   2. If you have selected By email, you'll receive an email to say your report is ready for download. In the email, click Download report.

A ZIP file is downloaded. It contains a CSV file of the raw data you selected. Each row in the file corresponds to one application created during the report's date range.

You can open the file in Excel or any other CSV-compatible application.