Reports Overview

Reports allow you to enrich your understanding of identity-related entities using key identifiers like email addresses, phone numbers, individuals, businesses, etc. Persona currently supports these report types:

• Address Lookup
• Adverse Media
• Business Adverse Media
• Business Watchlist
• Email Risk
• FINRA Broker Check
• Phone Risk
• SEC Action Lookup
• Social Media Lookup
• Watchlist

Getting started: Getting your Report Template

Reports can often be run with different settings. A Report Template is a saved configuration for how you want to run a report. To get started, find your report templates in your organization's dashboard on the reports page.

If you are missing the report template that you need, please contact [email protected] for assistance.