Use the All Events report to view all of the events associated
with a single entity, whether the events generated an event alert
or not. The report is useful when you want a hard-copy report of the Entity
Events screen on the Research window.
The events that display on the report depend upon the event type and
the date range that you selected on that screen.
If you did not select an event type, the report displays
events of all types for the given entity within the defined date range.
If you selected an event type, only that events of that type within
the defined date range display.
- Basic report information
- This section provides the basic report header information, such
as the reporting date range and more about the entity associated with
these events.
- Report dates: From and Through
- Indicates the starting and ending dates for the report. Only events
that occurred within the date range for this entity display on the
report.
- Associated Entity
- Indicates the Entity ID of the entity that is associated with
these events.
- Current name
- Indicates the most current name for the entity in the entity database.
- Current address
- Indicates the most current address for the entity in the entity
database.
- Event information
- This section provides the details of the events associated with
this entity by event type.
- Event Type
- Describes the event type. This description is configured with
the event type in the Configuration Console.
- Event ID
- Displays the system-generated number that identifies this specific
event.
- Create Date and Time
- Displays the date and time that the event occurred.
- Data Source
- Displays the data source code and data source description associated
with the event.
- External ID
- Displays the unique key that identifies the inbound identity record
in the original data source for this event.
- Event Reference
- Displays additional information about the event, typically the
name of the location where the event took place.
- Location
- Displays the address information for the location where the event
took place.
- Value
- Displays the value amount associated with the event.
- Quantity
- Displays the number of units associated with the event.
- Unit of Measure
- Indicates the unit of measure associated with the event value.
The unit of measure is configured by event type in the Configuration
Console. The unit of measure helps you to understand the value. For
example, if the unit of measure is U.S. dollars and the event value
is 5000, you know that this event involved $5,000.00.
- Memo or Custom label
- Displays additional information about the event, such as notes
or comments, that can provide more context for the event transaction.
- Users can define a custom label for this column as one of the
options when configuring an event type in the Configuration Console.
Instead of Memo, you might see a more descriptive
custom label. For example, Wire Transfer Notes.
- Additional Memo or Custom label
- Displays more information about the event, if available.
- Users can define a custom label for this column as one of the
options when configuring an event type in the Configuration Console.
Instead of Additional Memo, you might see a
more descriptive custom label, For example, Clerk Comments.