Shufti - Reports

Access Verification Details

Shufti back-office has an option to access verification details independent of the customers. This
tab displays data for all verifications. This verification data can be sorted by specifying certain
criteria. For this purpose, follow the steps given below:

The user can specify some parameters of a verification for the purpose of classification and ease of
access. The parameters include:

The feature for “Advanced Search” is also available in case the user wants to specify certain
characteristics of the verifications and sort them accordingly.

Advanced Search Parameters:

1. Reference ID
2. Email
3. First Name
4. Middle Name
5. Last Name
6. Full Name
7. Phone Number
8. Country
9. Date of Birth
10. Full Address
11. Status
12. Services
13. Request Type
14. Manually Changed Status
15. Document Details
    • Document Number
    • Issue Date
    • Expiry Date
    • Document Type

Moreover, the icon next to “Advance Search” allows the user to set the time frame for verifications.
Upon clicking the “Advance Search” icon, the user is given a number of options for classifying the
verifications according to one’s needs.

After setting these parameters, click on the “Details” option next to the verification, under the
“Details” tab.

Shufti back-office has an option to access verification details independent of the customers. This
tab displays data for all verifications.

This verification data can be sorted and downloaded by following the given steps:

The user can specify some parameters of a verification for the purpose of classification and ease of
access. These parameters include;

After sorting the verifications that the user wants to download. Click on any of the two icons present
in the top right corner for options to download in, XLSX or CSV.

Click on “XLSX” or “CSV” to download verification details.

Shufti back-office has an option to access verification details independent of the customers. This
tab displays data for all verifications. This verification data can be sorted and downloaded by
following the given steps:

After opening the “Verifications” tab, the user can check boxes on the left hand side to select
verifications that need to be deleted.

Click on the “Delete” button on the right-hand side to delete the verification data.

This will delete the data for all verifications selected earlier.

Shufti back-office has an option to delete multiple verifications in one single attempt. By following the steps mentioned below, the user can delete the desired verifications from the reports tab:

After opening the “reports” tab, the user can check boxes on the left hand side to select verifications that need to be deleted.

Click on the “Delete” icon on the left-hand side to delete the verifications.
This will delete the data for all verifications selected earlier.

Shufti back-office has an option to access verification details independent of the customers. This
tab displays data for all verifications.

This verification data can be sorted and downloaded by following the given steps:

Open the “Details” tab against the verification for which you want to change the status. Clicking on
the “Details” button will open a window with verification details.

On the right corner, click on the “Change Status” button to change the verification status. Upon
clicking this button, a dialog box will appear. The content of this dialog box depends on the services used.

1. Click on “Change Status”

The user can select the desired status of each check, click on “Update” to manually change the status.

2. Select the desired status for each verification step (“Verify” or “Declined”) and click on “Update”.

Selecting the update status button will change the status of the verification. The user can change the
status multiple times following the same procedure.