Reporting and Dashboards

Salesforce reports and dashboards are a great way to visualise the impact of your implementation and share it with your wider organisation. Thinking about the KPIs you want to track during implementation will ensure that you have captured all the data you need and have designed a process that is reportable.

What is reportable in Salesforce?

Any field held on the Screening Case object can be reported on from within Salesforce, along with Audit History, Field History and Errors.

What is not reportable in Salesforce?

Match level data and match level resolutions. If you need to report on individual matches then this can be achieved via World-Check One, please reach out to your World-Check One administrator to export a Cases with Matches report.

How to report in Salesforce?

Use the native Salesforce report builder to create your reports. Learn more about reporting with Salesforce here.

Popular Report Types in Salesforce for Screening Cases

Report Types	Description
Screening Cases	Holds all fields from the Screening Case object. Can help answer questions such as: How many screening cases were created and resolved this month? How many matches were there? Which of my team is processing the most cases? Show me my positive matches with high risk. Show me my cases with outstanding actions.
Screening Cases with… Account, Contact, Lead	Holds all the fields from the Screening Case object along with fields from the related object. Can help answer questions such as: Which Accounts have sanctions risk exposure? Which Contacts have PEP risk exposure? How many Accounts/Contacts were screened but had zero matches in World-Check that required review?
Automated Screening Errors	Holds error messages returned from World-Check One. Useful when testing the setup as it will highlight areas or mappings that are failing. Can help answer questions such as: Have I setup the integration correctly?
Screening Case Audit Events	The Audit object displays a log of events that have taken place on the system, these typically include: Date and time of the event Action: The type of event which may also include the outcome Notes: added by the user Can help answer questions such as: When was this case last screened in World-Check One? How many Ongoing Monitoring events have there been?