Creating New Reports for Your “Checked Individuals List”

The ‘Checked Individuals List’ can hold as many reports, or views of your existing orders, as you would like. These will allow you to easily pull up your orders by status, reference codes, branches, etc., without constantly having to change your settings.

You will have two existing reports:

  • Legacy – This will be the default setup that you had before the interface update.

  • Template – This will include Complete, Pending, Unordered (saved/draft), and Reviewed searches for your company.

We find that people most commonly would like to have some combination of the following reports:

  • Completed

  • Pending

  • Invitations (these would be links sent to your candidates that they have not yet filled out)

  • Draft Orders

  • Branch – Pending

  • Branch – Invitations

Please see the steps below for instructions on how to create the above reports.

  1. Click on ‘Filters’.

  2. Select just the status(es) you would like to see for the report you are creating:

    1. “Complete” – will show all orders for which all search components have been completed, i.e., the report is complete;

    2. “Pending” – will show all orders for which one or more search components are not yet completed, i.e., the report is NOT complete;

    3. “Need PII” – will show all orders for which invitations were sent to your candidates that they have not yet completed, i.e., order has not been activated;

    4. “New Update Only” – will show all orders with one or more components updated since the last time that you logged in.

    5. “Unordered (saved/draft)” – will show all orders that were prepared but not yet activated;

    6. “Reviewed” – will show all orders that have been reviewed;  and

    7. “Archived” – will show all orders that have been archived.

    8. “Red” – will show all orders with at least one component with a flagged result;

    9. “Yellow” – will show all orders indicating a potential problem with at least one component;

    10. “Green” – will show all orders with no components with flagged results; and

    11. “Black” – will show all orders with at least one component with a black disposition.

  3. In the ‘Show reports for,’ box ensure that the users whose reports you want to see are selected. You can select just yourself, everyone on your account, or just another user, as your settings allow. If you would like this report to be for a branch of your company, instead of the account into which you are logged, check ‘View other Accounts’ and select the appropriate account from the box.

Image 1 below shows the settings you would choose to build a report to view Pending Searches in branch account: 

 

If you would like to add additional filters based on the reference codes you use in the platform, you can click on ‘Show Billing Filters’.

  1. When  you have selected the settings you would like to view, click ‘Apply Filter Changes’ to load the orders that fit the criteria you have chosen.

 

Image 2:

  1. Sort by any column by clicking on the header for that column.  For example, to sort the report alphabetically, click on the ‘Name’ Column; to sort by date, you can click on the ‘Last Update’, or ‘Order Date’ Column.

  2. You can re-order the columns by clicking on the word in the column header and dragging the column to the left or right.

  3. If you would like to remove any of the columns you see, or add any columns that are currently hidden you can click on the ‘Columns’ button. This will give you a list of all available columns, and you can select or de-select any to get the information you would like to see on this page.

  4. When you have the columns set up the way you would like, and you have the report sorted appropriately, click the ‘Create a Custom Report’ button and enter your title for this report in the ‘New Report Name’ box, then click ‘Save New Report’.   For example, this report could be named “Ryan Pending,” so that I know these are pending orders for my Ryan branch.

  5. When you save the report, it will show up in your ‘Choose a Report’ dropdown menu.

  6. Repeat steps 1-8 until you have created all of the reports that you would like to have available at this time. These will only be available for your user, so feel free to create reports how they will work best for your workflow.

  7. To set your default report, and to re-order the dropdown menu click on ‘Manage Reports’.

Image 3:

  1. Select which report you would like to be your default view using the “Default?” column. To change the order of the reports, click in the “Move” column, and drag the reports until they are in the order you would like.  To delete reports, check mark the column to the far left and click ‘Delete Selected Reports’.  For more detailed instructions, click ‘Instructions’.

  2. This page automatically saves; when you are happy with the layout, just back out of the page. You will need to refresh your screen to see the changes you have made.

A few tips regarding the view in Image 2:

  1. If you checkmark the box all the way to the left, options will appear so that you can take actions on the selected reports, such as sending an inquiry or note, or viewing/printing the reports as a PDF.

  2. The links section, will bring you to various views of the report.

    1. “Summary” will show you the searches currently on that order, along with their status.

    2. “HTML” brings you to a version of the order you can interact with.

    3. “PDF” brings you to a printable version of the order.

  3. Please reach out to your CA or Support with any questions or concerns at 800-538-6525 or support@easyBackgrounds.com.

(800) 538-6525

Privacy Policy 

© easyBackgrounds 2018

eb GHRR.png