You can download complete CSV reports of verification data directly from MySheerID. These reports help you analyze program performance, view metadata, and manage customer records.
Prerequisites
Before generating or scheduling reports, ensure you have the required user roles:
- Reporter: Required to access the Report Center and generate CSV report files
- Person Data: Required to view and include consumer personally identifiable information (PII) in downloadable reports
What is included in downloadable reports
Verification CSV reports include the following data:
- Basic information about how the verification was completed or verified
- Metadata saved with the verification
- Consumer PII collected as part of the verification
- External user ID or consumer account ID, if your program is configured to require it
To understand specific terms used in downloadable reports, review the SheerID reporting glossary.
Download a report
- Log in to MySheerID as a user with the Reporter role
- Click Reporting in the left navigation panel
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Click Report Center in the upper right
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Click Create New
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Select options from Program, Country, Segment, and Results options to filter your data. All of these fields support multi-selection
- Click Next
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Select the Date Range, whether to include PII in the report, and select the option to receive an email notification when the file is ready
- Click Generate to create your report
Once processing is complete, all downloadable reports remain retrievable directly from the Report Center. The email notification includes a direct link back to this location, were you can choose to download or delete the file.
Important details about reports
- Timestamps: Date filters apply to the exact timestamp when a verification was created
- Real-time data: Downloaded reports generate in real-time. If your date filter includes today's date, the report will contain verification data that is only a few minutes old
- Large file downloads: Reports with hundreds of thousands of rows take longer to generate. Select the option to receive an email notification when your report is ready
- PII permissions: Only users with the Person Data role see the option to include consumer PII in downloaded reports. Selecting this option includes all available PII, while deselecting it excludes all PII.
- Custom PII settings: If your compliance team requires handling partial PII, submit a request to our Product Support team asking to restrict PII columns included in your CSV download. This customization applies to all account users who download reports
- Data expiration: Reports generated in MySheerID and reports generated by the API endpoint expire after 30 days, regardless of your account PII purge policy
- Column ordering: Column order in the report is subject to change over time. If you run automated ETL processes or ongoing analysis, code your system to map column headers rather than static column positions
Automate reports with endpoints
BEST PRACTICE
For organizations with developer resources available, SheerID offer reporting endpoints in our REST API. API integration is the preferred method to automatically transfer verified data from SheerID into your marketing platforms, CRM, or customer data platform (CDP) solutions.
Schedule recurring reports
Within the MySheerID Report Center, you can schedule regular emails sent directly to your inbox. Scheduled exports help remind team members to review data and support routine operational processes to export data into your CRM or CDP solution.
To schedule a report:
- Log in to MySheerID as a user with the Reporter role
- Click Reporting in the left navigation panel
- Click Report Center in the upper right
- Click Create New
- Click Schedule in the navigation menu
- Click Schedule to confirm
Need help?
If you have questions or need assistance with your reporting configuration, please reach out to the SheerID Product Support team.