Platform · Dashboarding & Reporting

Screen smarter. Act faster. Miss nothing.

Most clients connect Mesh ID to their existing reporting tools via APIs and webhooks. For teams that want a built-in view, the Screening Dashboard gives compliance teams a centralised, prioritised picture of everything that needs attention, across every project, in one place.

Most clients bring their own reporting tools

The Mesh ID API and webhooks push screening data, risk scores, and case status directly into Power BI, Tableau, or any custom dashboard. No duplication, no manual exports. For teams that want dashboarding built in, we offer the Screening Dashboard as an add-on and a custom report-building service for clients with specific MI or regulatory reporting needs.

The Screening Dashboard

A centralised view of all PEP, sanctions, and adverse media activity across your projects. KPIs at a glance: total profiles screened, profiles with open hits, total hits, and oldest open hit so forgotten cases surface immediately. Hit breakdown by type with counts and percentages for quick triage. Sortable, searchable profile list with per-category hit counts.

  • KPIs: total screened, open hits, total hits, oldest open hit
  • Hit breakdown by type: PEP, sanctions, adverse media
  • Sortable and searchable profile list with hit counts per category
  • Available as an add-on for teams that want dashboarding built in

Prioritise and act, not just view

Filters by project, hit type, date range, monitoring vs one-off, and status let teams cut through volume and focus on what matters. Sort by number of hits, age of oldest hit, or risk category to structure the day's work. Cross-project search finds any person or company across all projects you have access to, in one place, with no tab-switching.

  • Filters: project, date range, monitoring vs one-off, hit type, status
  • Sort by hit count, age of oldest hit, or risk category
  • Cross-project search across all projects you have access to
  • One view for all screening activity, no parallel systems

Everything a screening team needs in one place

Hit grouping

Related adverse media items are grouped into bundles. Review and decide on a cluster, not article by article. Less noise, faster decisions.

Auditable actions

Mark hits Relevant or Not Relevant, add analyst comments, and record final decisions. Every action is logged, attributed, and timestamped.

Escalation surfacing

The oldest open hit is always visible at the top of the view. Hits open beyond configured thresholds surface automatically so nothing gets forgotten.

Continuous monitoring

Profile-level monitoring runs in the background. The dashboard surfaces only new or changed hits, not old noise. The queue stays manageable.

Alerts

New monitoring hits trigger alerts via email, webhook, or in-app notification. All alerts are collected in the dashboard for triage. Nothing falls through the cracks.

Audit-ready PDF reports

Generate per-profile screening reports with all decisions and sources included. Ready for regulatory inspection without any manual assembly.

Exports and scheduled reports

Build and run ad-hoc CSV or Excel exports with custom fields and filters for regulatory reports or internal MI. Schedule recurring extracts for board packs or regulator submissions. Build the report once, run it on a schedule.

  • Ad-hoc CSV and Excel exports with custom fields and filters
  • Scheduled recurring extracts for board or regulator packs
  • Per-profile PDF screening reports with decisions and sources
  • Custom report-building service for specific MI or regulatory needs

API-first for your existing stack

Mesh ID pushes screening data, risk scores, and case status via REST API and webhooks directly into Power BI, Tableau, or any reporting tool you already use. Your existing reporting infrastructure stays intact. No parallel systems, no manual exports.

  • REST API and webhooks push data to any downstream tool
  • Connects to Power BI, Tableau, or custom dashboards
  • Screening data, risk scores, and case status all available via API
  • Your existing reporting infrastructure stays intact

Give your compliance team a dashboard they'll actually use.

Talk to us about your screening workflow. We will show you how the Screening Dashboard maps to your team's needs.

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The Mesh ID Reg Pack
Everything you need to perform your internal risk assessment, notify your regulator if required, and complete vendor due diligence on Mesh ID.
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