> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Home

> Monitor verification performance and team activity from your reporting dashboard

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

***

## Reporting

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

<img src="https://mintcdn.com/truv/YUOjDIck18OJ6H4i/images/dashboard-reporting-tab.png?fit=max&auto=format&n=YUOjDIck18OJ6H4i&q=85&s=3cc47db65bb175195543ce7809118148" alt="Truv Dashboard - Reporting" width="1422" height="858" data-path="images/dashboard-reporting-tab.png" />

### Filters

Use the filter bar to slice the data:

| Filter                  | Description                                                                 |
| ----------------------- | --------------------------------------------------------------------------- |
| **Date**                | Select a date range for the reporting period                                |
| **Companies**           | Filter by sub-company in a [multi-tenancy](/developers/multi-tenancy) setup |
| **Product type**        | Income & Employment, Assets, etc.                                           |
| **Data source**         | Payroll, Document Upload, Financial Accounts, etc.                          |
| **Initial vs. Refresh** | Toggle between initial and refresh orders                                   |
| **Source**              | Dashboard, API, Encompass, or other platforms                               |
| **Template**            | Filter by a specific [customization template](/developers/customization)    |
| **Orders vs. Embedded** | Compare hosted order performance vs. Bridge embedded implementations        |

### Charts and tables

| Chart                               | What it shows                                                                                            |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Total order volume**              | Total orders created in the selected period                                                              |
| **Conversion rate graph**           | Created orders and conversion rate over time                                                             |
| **Status breakdown**                | Distribution by status: completed, expired, canceled, etc.                                               |
| **Order turnaround time**           | Time from creation to completion, broken down by notification method (Email & SMS, Email only, SMS only) |
| **Funnel**                          | Step-by-step breakdown of where users drop off in the verification flow                                  |
| **Error distribution**              | Incomplete orders broken down by error type                                                              |
| **Benchmark**                       | Your conversion rate compared to industry benchmarks                                                     |
| **Volume & conversion by template** | Order count, completions, and conversion rate per template                                               |

### Export

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

### 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](/developers/dashboard/settings) tab.

***

## 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

***

## Next steps

<CardGroup cols={2}>
  <Card title="Activity" icon="list" href="/developers/dashboard/activity">
    View individual users, orders, and tasks
  </Card>

  <Card title="Customization" icon="palette" href="/developers/dashboard/customization">
    Configure templates to brand your experience
  </Card>
</CardGroup>