# Workflows: Run Report step

> The Run Report step generates a Report from a template, pulling external data to check for watchlist hits, politically exposed persons, and adverse media.

Source: https://help.withpersona.com/articles/20fGyKJCYgiR9NMY9nlKkN/
Section: Workflows > Features > Steps

## What is the Run Report step?

**Run Report** is a Workflow Action step that generates (’runs’) a Report, which pulls information from external data sources to provide analysis and insights about a user undergoing a verification process. For example, you could run a Report on an individual to see if they appear on any national watchlists.

![Runreportstepimg1](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/workflows/runreportstep.png '331x106')

Contrary to an Inquiry, a Report pulls information from authoritative and non-authoritative data sources to conduct its analysis, rather than simply using the information submitted by an individual. Because of this, they are useful in cases such as KYC/AML compliance and fraud prevention.

💡

Since the Run Report step uses a Report Template to generate insights, you need to create a
relevant Template beforehand. You can do that in <b>Dashboard > Reports > Templates</b>.

Some common Reports to run include:

- Whether an individual appears on a national on a watchlist.
- Whether an individual is a politically exposed person.
- Whether an individual is associated with adverse media.

The Run Report step is useful for automating the reporting process as part of a verification workflow.

## How do you add a Run Report step?

1.  Navigate to the Dashboard, and click on **Workflows > All Workflows**.
2.  Find and click on the workflow you want to edit, or **Create** a new workflow.
3.  Click on **+** when hovering over a circle to add an **Action**.

    ![Approve inquiry workflow 2](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/workflows/personaapproveinquiry2.png '314x210')

4.  Use the **Find Action** select box to click on **Report > Run Report**.
5.  Choose the **Report Template** you want to use. The template determines what analysis is being conducted.
6.  (Optional) When you choose a template, it will show you all the **Report Fields** being searched by default. You can edit or remove those fields for this step using the **Edit Fields** button.

    ![reportfields](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/workflows/reportfields.png '385x352')

7.  In ‘Advanced Configuration’, choose the **Object** this Report should run against, such as an Inquiry or Account. This is what the Report will match external data against to conduct its analysis.

    ![advancedconfig](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/workflows/advancedconfig.png '392x120')

8.  (Optional) In ‘Advanced Configuration’, click the **Continue on error** box if you want the workflow to continue running even if this step raises an error.
9.  **Close** the step. You’ll have to **Save** and **Publish** the workflow to begin using it.

## Plans Explained

### Run Report step by plan

|                 | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| --------------- | --------------- | -------------- | ----------- | --------------- |
| Run Report step | Not Available   | Available      | Available   | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).