Digital Onboarding Reports

The Digital Onboarding Reports section displays the reports generated during the digital onboarding process. These reports contain the information captured during user identity verification and onboarding.

Note: Digital Onboarding reports are retained and displayed in this section only if Retain ID Verification Reports is enabled in the associated Digital Onboarding policy. Report retention is subject to the retention settings configured in the policy.

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing.

By default, the digital onboarding reports listing displays the following columns:

Field	Description
User	Name of the onboarded user.
Enterprise	Name of Enterprise in which the user is onboarded.
Provider	Provider used during the digital onboarding process.
ID Document	Identity document used to perform the digital onboarding.
Performed By	Name of the operator.
Creation On	Date and time when the report was created.

The following actions can be performed from the Digital Onboarding Reports section:

Modify Columns

The operator can customise the columns displayed in the listing table.

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing screen.

Here, click the three-dot button at the extreme right of the table header and select 'Modify Columns'.

The 'Modify Columns' dialog appears. From the Column dropdown, select the required columns and click 'Apply'.

To retain the selected columns for future sessions, click 'Apply and Save'. To restore the default column configuration, click 'Reset to Default'.

View a Report

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing screen.

To view a digital onboarding report, click the three-dot button corresponding to the required report and select 'View'.

The system displays the available report formats. Select the required format to open the report.

You can also download the report from this screen by clicking the ‘Download’ button. The report will be downloaded in the selected format.

Download a Report

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing screen.

To download a report directly from the listing screen, click the three-dot button corresponding to the required report and select 'Download'.

The system displays the available report formats. Select the required format, and the report is downloaded to your computer.

Delete a Report

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing screen.

To delete a digital onboarding report(s) from the Web RA system, select the checkbox(es) of the report you want to delete and click the delete bin icon located at the right of the table header.

The system will display a confirmation dialog on the screen. Click 'Yes' to confirm the deletion.

Download Evidence Report

Expand "Enterprises" from the left menu in the Admin portal, and click "Registered" from the dropdown.
Click the icon adjacent to your enterprise entry, and select 'Manage' to navigate to the Enterprise dashboard.
From the Enterprise dashboard, expand Users > Digital Onboarding Reports to view the listing screen.

To download the evidence report, click the Excel icon located at the right of the table header. The report will be downloaded to your computer.