Creating Reports

Overview

A Report provides additional information about an individual or business beyond what they submit directly in an Inquiry. Reports enrich identity profiles by pulling from both authoritative and non-authoritative sources such as databases, public records, watchlists, media mentions, and behavioral signals. They play a key role in helping organizations satisfy compliance requirements and mitigate fraud risk.

This article outlines the primary ways you can create a Report using Persona’s platform and APIs.

Methods for creating a Report

1. Within a Workflow (recommended)

You can create Reports within a Workflow using different steps. This provides a solution when a Report is not included in an Inquiry Template or when a Reports Template needs to be used independently.

Relevant Workflow steps

• Workflows: Run Report Step

Similar to the method above, you will need to specify the Reports Template for newly created Verifications. See the article on Workflows: Run Report step for step-specific configurations.

2. Directly creating a Report via API

You can create a Report directly via API.

Relevant API endpoint

The relevant API endpoint to execute this request is:

• Create a Report

Specifying the creation of a Report in the API request

The Create a Report endpoint generates a Report directly. You'll need to include additional values in your request. We recommend consulting our API reference documentation to review, test, and explore our OpenAPI specification for more details.

Required values in the data > attributes > report_type object:

• query: Varies based on the selected report type.

Required query fields vary by Report type. Please consult the Create a Report in the API documentation for specific requirements and examples.

3. Within the Persona Dashboard

The last way to create a new report is within the Persona Dashboard. Navigate to Reports > All Reports and click the + Create report button.

After this you will get a popup to select a Reports Template.

Select your desired Reports Template from the drop down, fill out the fields and click Create Report.