Quick Answer
āļø To generate reports in TrustLayer, use the Parties drawer to filter data, save views, export reports, and set up automated report scheduling.
Step-by-Step Instructions
1ļøā£ Filter and Create a View
Navigate to the Parties drawer.
Click Filter and apply filters, e.g., Compliance Status.
Save this view by clicking Save Report, name it, and choose visibility settings.
2ļøā£ Export a Report
Click on the caret icon to access saved reports.
Select your saved report.
Click Export, choose CSV or Excel format.
Customize report headers (e.g., Business Name, Contact, Compliance Status, etc.).
Click Get Export via Email to receive the report.
3ļøā£ Schedule Automated Reports
Click Create a New Schedule.
Name your report and customize fields.
Select recipients (inside or outside TrustLayer).
Set report frequency (e.g., daily, weekly, monthly).
Add an optional message and save the scheduled report.
4ļøā£ Managing Reports
View scheduled reports under Saved Reports.
To include inactive parties, enable Show Inactive.
Reset filters to return to the full list.
Troubleshooting & FAQs
š” Issue: Report is missing fields I need.
ā” Solution: Ensure correct headers are selected before exporting.
š” Issue: I didnāt receive my scheduled report.
ā” Solution: Check spam folders and ensure recipient email addresses are correct.
Additional Resources
š Related Articles:
Filtering Data in TrustLayer
Automating Compliance Workflows
š¬ Still Need Help?
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