Home

Monitor verification activity and team performance in real time. Home opens on login with two tabs: Reporting and Team Performance.

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Reporting

The Reporting tab shows performance metrics for all verifications in the selected period.

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Filters

Use the filter bar to slice the data:

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Charts and tables

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Export

Click Export CSV in the top-right corner of any chart to download the underlying data.

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Notifications

The bell icon in the top navigation shows in-app notifications in three categories:

• Order updates — Order completed, canceled, expired, or moved to another terminal status
• Team updates — A team member requires approval to access the account
• API updates — A new API key was issued or rotated

In addition to opening notifications through the bell icon, notifications will automatically appear as a tile in the Dashboard. To edit notification preferences, see the Settings tab.

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Team Performance

The Team Performance tab shows orders created and conversion rate broken down by individual team members.

• Filter by template to see per-template performance for each member
• Export the table as a CSV

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Next steps