Individual ID Verification Status Listing Report

  • Updated

Details

The Individual ID Verification Status Listing lists all individuals recorded in your account related to the companies you select.

The listing report includes information for individuals including:

  • Contact Name.
  • Verification Status.
  • Status the ID was verified.
  • Provider of the verification.
  • Any labels attached to the contact.

Instructions

From the Main Toolbar, go to Reports mceclip0.png

Select ID Verification Status Listing Report

CAS 360 will display the ID Verification Status Listing screen.

Select the Company(s) related to the individuals you want to display in the ID Verification Status Listing report by flagging the tick box

Use the search field to filter the individuals displayed on the printed report.

Field Explanation
Provider

Filter the individuals by verification provider.

Date Range

Filter the individuals by the date their status was last modified by entering a start and end date.

Status Type

Filter the individuals by their status type, including:

  • Verified
  • Failed
  • Pending
  • None

Click 

The ID Verification Status Listing can be exported as an XLS or PDF file. 

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