# Creating a Report from an Account

> Run a Report on the individual or business tied to an Account: pick a report template, fill in its inputs, and see the result in the Account's Reports tab.

Source: https://help.withpersona.com/articles/3DgR5AirdF0NKpTJhVub6U/
Section: Accounts > Introduction > Using Accounts

## Overview

From an Account, you can run a Report against the individual or business associated with that Account. The Report is attached to the Account and appears in its Reports tab.

## How to create a Report from an Account

1.  Navigate to the Dashboard, and click on **All Accounts**. Open the Account you want to create a Report for.
2.  In the top right of the Account, click **Create report**.

    ![CreateCaseButton](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-10-42-pm.png '1443x693')

3.  In the **Create a Report** window, under **Template**, select the report template you want to run. If the template you need is not listed, use the **contact us** link to request access to additional report templates.

    ![createreportpopup](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-19-33-pm.png '521x262')

4.  Fill in the inputs that appear for the selected template. These vary by template. For example, the KYC + AML: Watchlist Report requires a **Name** and offers optional **Country** and **Birthdate** fields.

    ![ExampleCreateReport](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-20-40-pm.png '520x548')

5.  Click **Create Report**.
6.  The Report is created and appears in the Account's **Reports** tab, where you can see its Report Type, Report ID, creation time, and Status.

![CreatedReport](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-21-13-pm.png '1446x493')