This article will detail all reports that are available in our onboarding platform.
You can either scroll through this article to learn more about the types of record queries we receive, or use the below navigation bar to skip straight to your desired area.
Contents
Onboarding Processing Time Report
Client onboarding summary
This report will allow you to view and extract information on Prospects, based on their interaction
with the Data Collection forms, at Business Unit and Date range level.
Date Filtering This option allows you to select either the date range or timespan from today’s date for the report to cover.
Selecting With Date Range option will make the following fields show calendar dates, to allow you to select the required range.
Selecting With Timespan option will make the following fields show the timespan operator fields,
allowing you to select the time from today’s date.
The Magnitude option will allow you to pick the number of Days, Weeks, Months, Years ago that you would like the report to run from. Entering 14 into the magnitude field and days into the Timespan field will give you a report showing all the Prospects in Data Collection stage within the last two weeks, up to and including the day you run the report.
Business Unit will allow you to select the business unit you would like to report on, keeping the data segregated as required. There is also the View All option if data segregation is not a requirement for your business.
Onboarding Type, User and User Group options will allow you to further filter the data shown in your report. All visible options for Business unit, User and User Group will show only access
dependant options.
In the report you will see the information pertaining to the Data Collection requests as shown
below.
The report is exportable via the platform into Excel format, or via API in JSON format
Onboarding Processing Time Report
We have added a new report to allow users to view the status of onboardings and the time an
onboarding has spent in each stage as well as the associated handler users and data around
reminders sent.
Date Filtering This option allows you to select either the date range or timespan from today’s date for the report to cover.
Selecting With Date Range option will make the following fields show calendar dates, to allow you to select the required range.
Selecting With Timespan option will make the following fields show the timespan operator fields,
allowing you to select the time from today’s date.
The Magnitude option will allow you to pick the number of Days, Weeks, Months, Years ago that you would like the report to run from. Entering 14 into the magnitude field and days into the Timespan field will give you a report showing all the Prospects in Data Collection stage within the last two weeks, up to and including the day you run the report.
Business Unit will allow you to select the business unit you would like to report on, keeping the data segregated as required. There is also the View All option if data segregation is not a requirement for your business.
Onboarding Type, Prospect Group User and User Group options will allow you to further filter the data shown in your report. All visible options for Business unit, Prospect Group, Handler and Handler Group will show only access dependent options.
In the report you will see the information pertaining to the Onboarding Processing Time as shown below.
There are + buttons which allow you to expand the report to see granular information pertaining to handlers, dates and reminders.
The report is exportable via the platform into Excel format, or via API in JSON format
Onboarding Report
Data can be exported from a single OnBoarding Prospect from the Prospect OnBoarding
page, as shown below:
The report will download in pdf format and display all the information displayed on the
Prospect OnBoarding page. Details will be shown with a date stamp of downloaded date, as
below.
If the Prospect is fully OnBoarded, this will be displayed in the status bar, replicated on
the downloadable report.
The report will include all the information connected to the Prospect, including eIDV checks
info and screening results.
All screenings will be available for audit purposes.
Data Collection audit report
The data collection audit report can be located within the prospects onboarding page:
This report will detail each stage of the onboarding the prospect has entered, inclusive of whether the stage change was triggered by the prospect, or by the user managing it.
