Team Reports
Summary A Teams Report is a type of organizational report used to provide a detailed overview of different teams within a company or system. It summarizes key data points such as team performance, compliance, size, and interactions helping stakeholders monitor operations, evaluate compliance, and make data-driven decisions. A Teams Report typically shows: How to use…
How do I manage Reports?
Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships. Where can I find my Reports? Click the Reports menu option on the left. Select the Report You need to look into like the: Relationships Report Entities Report Contacts Report Entities and related Contacts Report Share Class Report How…
KYC Provider Reconciliation Report
The KYC Provider Reconciliation report helps compliance users compare Privork screening records with the active KYC provider. It checks Contacts, Entities, and Relationships to confirm whether Privork and theprovider agree on screening status, monitoring status, and provider record names. Use this report to find records that may need compliance attention, such as records monitored in…
Compliance Abnormality Report
Summary The Compliance Abnormality Report helps you identify inconsistencies with compliance scores. How to use it On the left-hand side of the screen, click Reports to go to the Report center Under All Reports tab, scroll down and click on the report titled Compliance Abnormality Report If no issues are detected, you will see a confirmation screen…