Reports
Onboarding outstanding
Evidence and confirmations still missing from client onboarding, and how long each has waited.
The question it answers: which clients still owe us something for onboarding, and for how long? The report lists every evidence document and confirmation still missing from client onboarding checklists.
Before you start
- You need permission to see clients.
- The report is available to businesses that take clients through acceptance. Checklist items come from the onboarding template on each engagement.
Steps at a glance
Read the report
Step 01
Open the report
Select Reports, then Onboarding outstanding under Admin.
1: Onboarding outstanding on the Reports page. Step 02
Split documents from confirmations
The figures show Items outstanding, Clients affected, and how many are Awaiting a document. Filter with Needs a document for evidence to chase from the client, or Needs a confirmation for a fact somebody must confirm.
1: Needs a document. 2: Needs a confirmation. The demo business has 18 items outstanding across 6 clients. Step 03
Read the wait
Each row shows the client, the item, what it Needs, and how long it has been Waiting. The list opens on the longest wait. Search by client or item, or select Export.
Read the age, not the count. One item outstanding for four months is a bigger regulatory exposure than six items outstanding since Tuesday.
Common questions
The client sent it weeks ago. Then it arrived and was not filed against the checklist. Evidence in somebody's mailbox is not evidence your business holds.
A new client is missing. A client appears once its onboarding checklist is created. See Onboarding.