Skip to main content

How to Use Watchlist Report Template Editor

Overview

This help center article will help you learn how to easily configure your Watchlist Report list source settings. For more information on how to use the Reports Template Editor overall, please see this help center article.

To access your Watchlist Report configurations, start by navigating to the Watchlist Report Template Editor (WRTE) specifically. You can do this by hovering over the Reports section of your Dashboard, selecting templates, and clicking on the Watchlist template. You have now landed on WRTE.

watchlistreporttemplateeditor.gif

Configuration Summary

When you click on the configuration tab, you will see multiple fields that are editable.

  • Template name - this is the name of the template. You can change it from a standard name, to whatever makes most sense to your organization. You can do this simply by typing into the box with the name, and then selecting “Save Report Template” in the upper right hand corner.
    Screen_Shot_2022-08-08_at_3.59.01_PM.png
  • Source lists - these are the source lists that are being used to check for matches in this template. What you are looking at when you land on the configuration page is simply your current settings. If you’d like to update your settings, you’ll select the edit button.
    • What you will see under source lists are two tabs:
      • Subscriptions - you can think of subscriptions as the high level categories that your template is currently running against. For example, OFAC is a category that you can subscribe your template to, that is made up of numerous different lists. If your template is subscribed to a category, you are subscribed to that category in full, meaning including all source lists associated with the category. If your template is not subscribed to a category, then you can select which specific source lists you would like to ensure your template is running against.
        Screen_Shot_2022-08-08_at_4.00.14_PM.png 
        • Source Lists - source lists are individual lists that are part of broader categories that your can subscribe your template to. If you’d like to ensure that your template is running against one source list that is part of a category, but not other source lists that are part of that same category, then ensure the specific source list is checked, but the subscription is not checked.
          Screen_Shot_2022-08-08_at_4.00.24_PM.png

 

Continuous Monitoring

When you click on the Continuous monitoring tab, you will see your current continuous monitoring settings, and the cadence that the continuous monitoring is set to. If you’d like to update your continuous monitoring settings, please contact Persona for assistance, as this is currently a view only feature.

Screen_Shot_2022-08-08_at_4.02.12_PM.png

Last updated: