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How to view and download check history

  • Updated

Admins and those who have been given access to the history can view and download all the checks that were run on the account. This allows you to track how many checks have been run and by whom, and view the results of those checks.

  1. To view checks from the last 3 months, go to the main menu and click History.
     
    A list of checks going back 3 months will be displayed on the page starting with the most recent checks.

    If you want to view the checks from oldest to newest, click Date.

  2. You can search the checks by TIN, name, source, or account email. 



  3. To download the list of checks, click Download history.



  4. Choose one of the date ranges or set a custom range, then click Download as .csv.

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