How do I produce a customer report?

A detailed customer report can be generated or downloaded from the customers profile
page. Click the “generate customer report” or “download customer report” button in the 
Client entity details section to generate the report. 

The report is generated as a downloadable PDF and contains detailed information on 
potential matches, flagged/discounted matches and screening history for the customer.

The first page of the report is a summary of the client details, including the handler group it 
has been assigned to and statistics for outstanding potential matches and 
flagged/discounted matches.

In the following pages of the report, it will include flagged matches, starting with the red 
flagged matches (not acceptable), followed by the orange (Acceptable) and grey matches 
(Discounted) and their corresponding details

The next section (Unchecked potential matches) contains information for outstanding
potential matches.

The below is an example template of what your customer report will look like:

If you continue to scroll through the report, you will see the 'batch run details' which outlines every screening that this client has been entered into.