Requests Listing Dashboard
Request Listing Dashboard is a detailed view of all requests in your system. Click the Hamburger Icon in the top right of the dashboard to apply filters to the data, such as:
- Date
- Request
- Submitter
- Activity
- Party
- Actor
You can use the following additional filters at the top right of the dashboard:
| Filter Name | Description |
|---|---|
| View Activities? | Show or hide detail at the activity level. |
| View Parties? | Show or hide detail at the party level. |
How do I export or download data from Reporting Insights?
Several icons are located at the bottom of each dashboard. See more information on these options and how they work in the chart below.
Click to enlarge icon images.
| Icon | Description |
|---|---|
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Undo the last action. |
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Redo the last change you removed with the undo button. |
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Reset the entire dashboard back to the default state. |
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Not currently used, as all data refreshes run on a schedule. |
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Pause updates to the dashboard. This is useful if there are a number of filters that you want to enter without the dashboard updating in between each. |
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When you pause update, the button changes to the resume button. Click the Resume button to apply any filters that were changed while updates were paused. |
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Not currently used. |
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Save or view custom views. For example, if you need to routinely filter the Transaction Country to only Canada, you can apply that filter on the dashboard and then click this button to save it as a custom view. Then, you can set it as your default view, so, whenever you load the saved view in the dashboard, it is filtered to Canada by default. If you create multiple custom views, use this button to cycle between them. Note: While Custom Views are a convenient way to save your filter and view settings for future use, they are not guaranteed to persist across future dashboard updates. We recommend using them as a helpful tool for short-term convenience rather than a permanent or critical workflow component. To ensure continuity, please consider documenting key filter selections to reference in the event that they need to be recreated. |
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Download the dashboard in a variety of formats. |
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Open the dashboard in Full Screen mode. Press Esc on your keyboard to exit full-screen mode. |
How Do I Export or Download Data From Reporting Insights?
To download data, select Download at the bottom of the dashboard.
Next, select Crosstab.
Depending on which dashboard you are viewing, there may be multiple options available to download data. Check the following tables to see the crosstab to download for each dashboard. Once you select the Crosstab data (for example, Approvals Listing), select CSV as the format.
Approvals & Disclosures
| Type | Dashboard | Export Name | Crosstab to Download |
|---|---|---|---|
| Approvals & Disclosures | Request Summary | Request Listing | Request Listing |
| Approvals & Disclosures | Submitter Summary | Submitter Table | Submitter Table |
| Approvals & Disclosures | Party Summary | Party Listing Table | Party Listing Table |
| Approvals & Disclosures | Process Summary | Approvals Listing | Approvals Listing |
| Approvals & Disclosures | Requests Listing | Request Listing | Table |
| Campaigns | Campaigns | Campaign Listing | Table |
Third-Party Management
| Type | Dashboard | Export Name | Crosstab to Download |
|---|---|---|---|
| Third-Party Management | Engagement Overview | Third-Party Listing | Third-Party Listing |
| Third-Party Management | TPM Metrics | Third-Party Listing | Third-Party Listing |
| Third-Party Management | Submitter Summary | Submitter Table | Submitter Table |
| Third-Party Management | Process Summary | Approvals Listing | Approvals Listing |
| Screening | Screening | Screening Listing | Screening Listing |
| Tasks | Tasks | Task Listing | Task Listing |
Compliance Monitoring
| Type | Dashboard | Export Name | Crosstab to Download |
|---|---|---|---|
| Risk Overview | Geospatial Risk | Geo.Map | Geo.Map |
| Risk Overview | Aggregate Subject Risk | AS.Metrics | AS.Metrics |
| Risk Overview | Subject Profile | SP.Selector | SP.Selector |
| Risk Overview | Risk Analysis Distribution | RAD.Breakdown | RAD.Breakdown |
| Risk Overview | Risk Analysis Results | A.CT - Analysis Breakdown | A.CT - Analysis Breakdown |
| Risk Overview | Transaction Outliers | O.Main | O.Main |
| Risk Overview | Transaction Detail | Trans.DetailView | Trans.DetailView |
| Transaction Metrics | Transaction Metrics | Reviews | Reviews |
| Transaction Metrics | Analytics Detail | kw.frequency | kw.frequency |
| Transaction Metrics | Transaction Detail | AggTD.DetailView | AggTD.DetailView |
| Checklist Metrics | Checklist Metrics | Request Listing | Request Listing |
| Checklist Metrics | Risk Overview | Monitoring Listing | Monitoring Listing |