Report dashboards (beta version)
View and monitor key metrics with our new report dashboards.
Note
We are phasing the rollout of our new report dashboards. They are currently available to all users in our EU environment. We plan to extend the new dashboards to users in the UAE and US shortly.
Our report dashboards are in beta testing. We'd appreciate your feedback about this new feature.
Choose a dashboard from the Dashboards menu to load. Dashboards are organized into the following areas:
Applications: Analyze metrics on product applications, their conversion rate, STP rate, and the average time to decision.
Audit metrics: Analyze actions users and API keys are taking on your account.
Checks: Analyze how the checks on your account are performing.
Data providers: Analyze your data provider requests.
Risk: Analyze your application risk levels.
Screening overview: Analyze metrics on your screening checks, and see a breakdown of the screening matches returned.
Tasks: Analyze how the tasks on your account are performing.
Dashboard data is updated on a daily basis.
Note
Exporting data from custom fields is in development for the beta version of Reports. Custom field data may be exported using the current version.
Dashboard data filtering
Filter your data using the dashboard filter options.
The available filter criteria depend on the dashboard selected.
Note
Certain filters only apply to specific charts on the dashboard, so some charts may not change when the filter selection is updated.