How do I create an initial screening report?

The Initial Screening Report in Themis Search provides valuable insights into the state of each client at the time they were initially screened. This guide will help you navigate and understand this report. 

The report will show you the following information:

• Name (of the Customer)
• Created By (internal staff member running the screening)
• Date of Screening    
• Match Status
• Results

To access and generate this report: 

1. Navigate to the 'Reports' tab in the top right hand side of your screen. 
2. Click 'Initial Screening Report'. 
3. You will then be presented with a list of all your customers, this will default to the last 30 days.
4. To change the time frame of the report, click on the right hand side drop down. 
5. Scroll to the bottom of the screen and click the 'Generate Report' button. 
6. This will generate a report in a new tab. You can either Print this or save as a PDF. Click 'Print' and alter the destination to either be your printer or 'Save as a PDF'.