Base and Investigation Reports

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Base Reports

The first section of Reports is the Base Reports:

The Base Reports section allow users to view the metrics and statistical information for three main components:

  1. Data Queue Dashboard
  2. Data Stewardship Statistics
  3. API Usage

1. Data Queue Dashboard

This report includes metrics and statistical information in all the different queues including any unprocessed data, data being processed, and processed data:

2. Data Stewardship Statistics

This report includes statistical information belonging to the data stewardship process:

3. API Usage

This report includes metrics and statistical information for:

  • Current Month Count
  • Current Year Count (year-to-date)
  • Total Count

 

Investigation Reports

The second section of Reports is the Investigation Reports:

iResearch provides users a solution by analyzing and validating D&B data against the existing information they have. iResearch serves as an aid for users looking for an entity with no match, a business with inadequate information, or to find the existing information for a long-lasting business where further review is needed:

Session Filters:

Session filter allows users to refine the data presented based on the filter that is chosen. Users can add filters by clicking on the ‘Add Filter’ button:

Clicking on the ‘Additional Actions’ button will let the user perform a few more actions:

  1. Refresh Status
  2. Bulk Investigation
  3. Export to CSV

1. Refresh Status

The user is able to Refresh the D&B iResearch status by clicking on the ‘Refresh Status’ button:

2. Bulk Investigation 

Users can perform Bulk Investigation – Mini Investigation and Targeted Investigation by clicking on the ‘Bulk Investigation’ button from the additional actions option:

3. Export to CSV

The user can export the D&B iResearch Investigation data in the CSV file by clicking on the ‘Export to CSV’ button:

 

Metrics Dashboard

The third section of Reports is the Metrics Dashboard:

The Metrics Dashboard section allows users to view the action and stats for the two main components:

  1. Steward Action
  2. Identity Resolution Stats

1. Steward Action

This report provides user-level most recent / counts of most recent actions information which the Steward performs as part of accepting / rejecting the records:

2. Identity Resolution Stats

This section provides users a way to identify the number of records accepted / rejected / re-matched / the number of records that sit in Match Output by selecting input file / date filters: