About Joint Client Verification Report

The Joint Client Verification Report lists all Individual and Organization Joint Clients who have completed the Joint Client Verification by providing the required identification that verifies who they are.

Note: If a Client is not verified when they are created, they will not be listed within the report.

What the reports allows you to do:

• View the verification detailed information of each Client.
• Select a specified date range for which the report is to be provided for.
• Save to file, print and download all records of the report.
• View individual report in detail.
• View information such as client name, active status, and client type.

Who Can Use Joint Client Verification Report

Anyone who has access to Danalix platform is able to use Joint Client Verification Report.

How to Generate a Joint Client Verification Report

To generate the Joint Client Verification report, to go:

General Reports sidebar menu > Joint Client Verification Record > from the pop-up window, select the “date range” > Generate Report button > the pop-up window will display a list of Clients who have been verified.

How to Save To File, Print, or Download Joint Client Verification Report

To Save To File, Download, or Print the Joint Client Verification report, to go:

General Reports sidebar menu > Joint Client Verification Record > from the pop-up window, select the “date range” > Generate Report button > on the pop-up window displaying a list of verified Clients > click Save To File, Print, or Download button.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

How to View/Print Individual Joint Client Verification Report

To View or Print individual joint client verification report, go to:

Step 1

General Reports sidebar menu > Joint Client Verification Record > from the pop-up window, select the “date range” > Generate Report button > the pop-up window will display a list of Joint Clients who have been verified > find the client whose verification record you want to view > actions menu > View/Print link




Step 2

On the account joint client verification screen, you can view the detailed information, save to file, print or download it.




The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

Updated on: 19/09/2023