Dashboard Overview
Understanding your compliance dashboard and key metrics
Dashboard Widgets
Your dashboard provides at-a-glance visibility into your compliance status:
Pending Approvals
Shows transactions awaiting your approval. Click any item to review and take action.
Recent Transactions
Lists your most recent export transactions with status indicators.
Compliance Score
Your organization's overall compliance health score based on completed trainings, resolved screenings, and policy adherence.
Screening Alerts
Active matches requiring review from denied party screening.
Quick Actions
The dashboard provides quick access to common tasks:
- New Transaction - Create a new export transaction
- Screen Entity - Perform a quick screening check
- View Reports - Access compliance reports
- Pending Tasks - View and manage assigned tasks
Customization
You can customize your dashboard view:
- Toggle between light and dark mode in your profile settings
- Filter transactions by status, date, or partner
- Set notification preferences for alerts