Reports
Enrich identity profiles with a range of authoritative data sources.
Explanation
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Reports overview
About Reports Enrich identity profiles Reports provide additional information about an end user beyond what they submit directly in an In...
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Reports Analytics
Overview Reports Analytics lets you see ready rates and match rates for each report type. This information can help you decide how to con...
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Dismissing Report Hits
Overview You can dismiss false positive hits on certain types of Reports through the Persona Dashboard. These types of Reports include Ad...
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Reports Actions
Reports Actions Overview There are several actions for Reports that can be taken via Dashboard or API: Re-run Report, View Report History...
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Reports Template Editor Overview
What is a Reports Template? Each Report utilized within Persona will be associated with a Reports template. The Reports template defines ...
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Continuous monitoring for Reports
Overview Continuous monitoring lets you run Reports run on a recurring schedule. For example, you can run a Watchlist Report against your...
How-to
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How to bulk create a Report
If you don’t see the option to create a manual report (+Create report) from the All Reports page and would like to enable this feature, r...
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How to Use Business Adverse Media Report Template Editor
Overview This help center article will help you learn how to easily configure your Business Adverse Media Report list source settings. Fo...
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How to Use Business Watchlist RTE
Overview This help center article will help you learn how to easily configure your Business Watchlist Report list source settings. For mo...
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How to Use Politically Exposed Person RTE
Overview This help center article will help you learn how to easily configure your Politically Exposed Person (PEP) Report list source se...
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How to Use Adverse Media Report Template Editor
Overview This help center article will help you learn how to easily configure your Adverse Media Report list source settings. For more in...
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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 inform...
Reference
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Reference: Report status
Overview This guide explains the meaning of each Report status. Please note that a Report status is unrelated to the content of the Repor...
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Reports - Birthday Match Requirements
Overview Depending on your organization’s use case or needs, you may require either very strict or very liberal matching parameters. Usin...
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Reports - Name Match Requirements
Overview Depending on your organization’s use case or needs, you may require either very strict or very liberal matching parameters. Pers...