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Data filters in task reports

You can choose from any of the following filter criteria:

  • 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, that is all individual profiles, plus any company profiles with 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, that is all company profiles, plus any individual profiles with 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, that is all company profiles, plus any individual profiles with 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 About reports.

Additional information