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View a Grid batch summary report

After batch search results are completed, reports can be downloaded from the Results page in the Grid web interface.

Batch reports contain information used in the initial inquiry search, such as: inquiry type, name, address, and so on. The downloadable ZIP file may include:

  • Summary report - PDF format

  • Summary report - spreadsheet format

  • Alert reports, if requested - PDF format

Download and view batch report in the web interface

To download and view batch reports from within the web interface:

  1. Go to Grid > Review > Results > Status By Batch.

  2. Locate your batch and select Request Report.

    If a report for this search batch has already been downloaded, select View Report to download that report again.

    Grid_Results_StatusByBatch_Rpts.png

    Note

    If your firm is configured for Grid Client Alert Decisioning, additional reports generated from this workflow may also be available.

    Batch reports for firms using Client Alert Decisioning are available after all inquiries within the batch have been decisioned and the batch has been closed.

  3. Go to your email account and open the batch status notification from Grid.

    Batch Status Notification
  4. Be sure you are logged in to the Grid web interface and then select the report link from within your email notification.

  5. Once the file has downloaded, open the report file to unzip and view its contents.

    If the download utility isn't immediately displayed, follow the onscreen instructions to open your batch reports.

Additional information