Overview

Inform Direct allows you to track and report on identity checks requested for your clients. This guide explains how to generate a report of all identity checks you have requested, including filtering by date (such as for a specific month).

Step 1: Access the Reports Section

1. Log in to your Inform Direct account.
2. Navigate to the Documents & Reports section from the main menu.
3. Click on the Reports tab.

Step 2: Select the Identity Checks Report

1. In the Reports tab, look for the Identity Checks report option.
2. Click the yellow pencil to either generate or customise. 

Step 3 (Optional): Customise Your Report

1. Use the customise or filter options to select your desired date range.
   • For example, to see all identity checks requested in April, set the start and end dates to cover the month of April.
2. You can also filter by company.

Step 4: Generate and Download the Report

1. Once your filters are set, click Generate Report.
2. Review the report on screen.
3. To download, select the Download or Export option (PDF, Excel, or CSV as available).