Downloading full verification reports

  • Updated

Downloadable CSV

Within MySheerID Reporting, we offer the option to download CSVs of the full verification data set. This includes

To download a report

  1. Log in to MySheerID, as a user with the Reporting permission
  2. Click on Reporting in the left navigation panel
  3. Click on Report Center in the upper right
  4. Click on Create New
  5. Select from the Program, Country, Segment, and Results options to filter your results. All of these fields support multi-select.
    download_verification_reports_-_select_segment.png
  6. Click Next
  7. Select the Date Range, whether Personal Identifying Information (PII) is included in the report, and if you'd like to be emailed when the report is ready.
  8. Click Generate to create your report.
    download_verification_report_-_create_report.png

 

Notes 

  • Date filters are for the timestamp the verification is created
  • Downloaded reports are generated in realtime; if today's date is included in the date filter, it will include verification data that is at most a few minutes old
  • Reports with 100s of thousands of rows can take some time to generate; we recommend you check the box to be notified by email when the report is ready
  • Users with the Person Data permission will see the option to include consumer PII in the downloaded reports.

    • By default, selecting this will include all available PII, while deselecting it will mean no PII is included.

    • If your compliance team requires you only to handle partial PII, please submit a request to our Product Support team asking only to have specific PII columns included in the CSV download for your program. This customization will be applied to all users on your account who download reports.
  • The exact order of columns in the report is subject to change. If you're doing any ETL or ongoing analysis, please make sure to code for column headers rather than rely on a specific column order.

 

Reporting Endpoints

BEST PRACTICE

For clients with developer resources available, we offer reporting endpoints in our REST API. This is the preferred way to automatically get verified data from SheerID into your marketing platform(s).

 

Report Scheduling

Within the MySheerID Report Center, you can schedule regular emails to be automatically sent to your email inbox. This is a great way for you to regularly nudge yourself or an analyst to look at the data, or to support a regular operational process to export the data from SheerID and import it into your own CRM or CDP solution.

 

To schedule a report

  1. Log in to MySheerID, as a user with the Reporting permission
  2. Click on Reporting in the left nav
  3. Click on Report Center in the upper right
  4. Click on Create New
  5. Click on Schedule in the navigation
  6. Click on Schedule

 

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The Notes above also apply to these scheduled reports.