PDF Reports saves your search results and creates a time-stamped audit trail. The report can be created before or after the Onboarding Workflow.
To create the PDF Report before the Onboarding Workflow:
- Execute your query
- Select Export PDF to create the report
To create the PDF Report after the Onboarding Workflow:
- Submit Onboarding Workflow reviews
- Exit the workflow view
- Select Export PDF to create the report
The PDF Report includes the following:
- User information
- Date and time stamp
- Items screened
- Minimum score setting
- List categories, list sources, and lists screened
- Details on each match with Onboarding Workflow results and timestamp (if used)
- Results by list source
See this video tutorial for additional information: