Quick answer:
A Company Admin can go to Preferences > Reports, enter a From and To date up to 90 days apart under History of Verifications, and click Generate a report. The report downloads as an Excel file, with a summary tab and a tab for each type of check.
How to download a usage report
You need to be a Company Admin to do this.
Log in to APLYiD.
In the menu on the left, under Control System, click Preferences, then Reports.
Under History of Verifications, enter a From date and a To date. They can be up to 90 days apart.
Click Generate a report.
The report downloads as an Excel file (.xlsx) named after your company and the dates you chose.
What's in the report?
The report has an Overview tab and a separate tab for each type of check.
Overview tab
A summary of how many checks each user ran in the period, by type of check:
Biometric: for each user, the number of checks Created, Completed and Incomplete, plus a total.
Manual, PEP, OOV, RES, Fraud and KYB: the number of Completed checks for each user, plus a total.
Tabs for each type of check
There's a tab for Biometric, Rerun, Manual, PEP, CreditCheck, OOV, RES, Fraud and KYB checks. Each tab lists every check of that type, one row per check, with:
Column | What it shows |
Created by | The user who sent or ran the check |
Reference | The reference entered when the check was created (not on the OOV and RES tabs) |
Status | completed if the check was finished, or created if your client didn't complete it |
Created at | The date and time the check was created |
Completed at or Last updated at | When the check was completed or last changed |
Archived at | When the check was archived |
The report doesn't include your clients' names, personal details or ID documents.
Can I use the usage report to check my invoice?
Yes. You're charged only for completed checks. To see what you've been charged for:
On the Overview tab, look at the Completed totals for each type of check.
Or, on each check-type tab, count the rows where Status is completed.
Re-runs are charged too. They're listed on the Rerun tab and aren't included in the Overview totals.
Biometric checks with the status created (shown as Incomplete on the Overview tab) weren't completed, so you're not charged for them. For pricing questions, contact your Customer Success Manager.
How to get a report for more than 90 days
Each report can cover up to 90 days. For a longer period, generate a report for each 90-day block. For example, for a full year:
Generate a report for January to March.
Generate a report for April to June.
Generate a report for July to September.
Generate a report for October to December.
Add up the totals from each report's Overview and Rerun tabs, or copy the rows from each check-type tab into one spreadsheet.
Frequently Asked Questions
I can't see Reports under Preferences.
Only a Company Admin can generate usage reports. Ask a Company Admin at your business to run the report for you, or to change your role.
Can I see how many checks each user ran?
Yes. The Overview tab shows each user's totals. On the check-type tabs, you can filter the Created by column in Excel to see one user's checks.
Can I download all the verification PDFs at once?
No. The usage report is a list of checks. It doesn't include each client's verification report (PDF). Download each PDF from the verification itself before it's archived. See How do I download, print or share a verification report?
We're ending our subscription. Can we still get our reports?
Once your subscription ends, you can no longer log in to APLYiD. Before it ends, make sure a Company Admin downloads the usage reports you need, along with any verification PDFs you need for your records. Client personal data and ID documents aren't kept after a check is archived, so we can't provide them later.