Monitor verification activity and team performance in real time. Home opens on login with two tabs: Reporting and Team Performance.Documentation Index
Fetch the complete documentation index at: https://truv.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Reporting
The Reporting tab shows performance metrics for all verifications in the selected period.
Filters
Use the filter bar to slice the data:| Filter | Description |
|---|---|
| Date | Select a date range for the reporting period |
| Companies | Filter by sub-company in a multi-tenancy setup |
| Product type | Income & Employment, Assets, etc. |
| Data source | Payroll, Document Upload, Financial Accounts, etc. |
| Initial vs. Refresh | Toggle between initial and refresh orders |
| Source | Dashboard, API, Encompass, or other platforms |
| Template | Filter by a specific customization template |
| Orders vs. Embedded | Compare hosted order performance vs. Bridge embedded implementations |
Charts and tables
| Chart | What it shows |
|---|---|
| Total order volume | Total orders created in the selected period |
| Conversion rate graph | Created orders and conversion rate over time |
| Status breakdown | Distribution by status: completed, expired, canceled, etc. |
| Order turnaround time | Time from creation to completion, broken down by notification method (Email & SMS, Email only, SMS only) |
| Funnel | Step-by-step breakdown of where users drop off in the verification flow |
| Error distribution | Incomplete orders broken down by error type |
| Benchmark | Your conversion rate compared to industry benchmarks |
| Volume & conversion by template | Order count, completions, and conversion rate per template |
Export
Click Export CSV in the top-right corner of any chart to download the underlying data.Notifications
The bell icon in the top navigation shows in-app notifications in three categories:- Order updates — Order completed, canceled, expired, or moved to another terminal status
- Team updates — A team member requires approval to access the account
- API updates — A new API key was issued or rotated
Team Performance
The Team Performance tab shows orders created and conversion rate broken down by individual team members.- Filter by template to see per-template performance for each member
- Export the table as a CSV
Next steps
Activity
View individual users, orders, and tasks
Customization
Configure templates to brand your experience