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View full history of inquiry results in Grid

To view results for all inquiries, including those from portfolio monitoring:

  1. Go to Grid > Review > Results > Inquiry Full History.

  2. Scroll through the list or enter search criteria to quickly locate your inquiry.

  3. Select a link in the Response Type column to download and view details related to this inquiry.

    Note

    Reports aren't available to firms configured for the Grid Client Alert Decisioning workflow until after the inquiry has been decisioned and closed.

  4. Select Inquiry ID to view match results for the selected inquiry.

    Note

    This ID isn't an active link if the Response Type column contains a link to either a No Match Found or Not Reviewed PDF.

  5. Select the Batch ID to view summary information related to selected inquiry's batch group, as well as:

    • Download PDF batch reports.

    • View information related to all inquiries associated with this batch.

    • Download PDF alerts for all inquiries associated with this batch.

Additional information