TPM Program Metrics Dashboard is used to track the following:

• Request Count
• Completed Requests
• Pending Requests
• Completed w/ Conditions
• Third-Party Count
• Volume
• Volume Over Time
• Volume by Status
• Third-Party Listing

Clicking the Hamburger Icon in the top far left-hand corner of the dashboard will open additional filters that can be applied such as:

• Date
• Request
• Submitter
• Activity
• Party
• Actor

Note: All dashboards (except the Process Summary) use the same set of filters. If a filter is applied in one dashboard, it will be applied to all other dashboards (except the Process Summary). 

Elements within the dashboard can also be used as filters. For example, selecting Update Pending within the Volume by Status chart allows the user to filter the entire dashboard for only requests that are Update Pending.

To set filter, click Update Pending within the Volume by Status chart.  This will filter the rest of the dashboard to only show requests that are Update Pending.

Note: Click the same filter under In Progress again to clear the filter.

An additional feature of the Third-Party Listing allows the user to click on a request ID. Once the pop-up box for the request appears, the user has the option to open the selected request in the system.

Clicking on the Risk Score or Request Value in the last two columns of the Third-Party Listing will display additional information about TPM Renewals and the Risk Score. 

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
	Undo the last action.
	Redo the last change you removed with the undo button.
	Reset the entire dashboard back to the default state.
	Not currently used, as all data refreshes run on a schedule.
	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.
	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.
	Not currently used.
	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.
	Download the dashboard in a variety of formats.
	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