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For Clients

Welcome to our For Clients page! At Advanced Reporting, we are committed to guiding you seamlessly through the entire background check process. Whether you are initiating a report, reviewing completed checks, or seeking detailed guidance through user manuals and FAQs, this page is designed to provide you with the tools you need. Our objective is to deliver clear, concise, and accurate reports to assist you in making informed, people-focused decisions. Here, you will find a step-by-step diagram of the client journey, from placing an order to making a final decision, along with resources on how to understand and utilize the reports effectively. Ensuring your confidence and trust in our processes is our utmost priority.

Image of User Experience wheel

Order Placed

Depending on the ordering method, the report will either go into our queue to begin processing or the candidate will receive their next steps email.

Report in Process

The report is in our system and we are completing the required searches as described in your SOW.

Report Ready for Review

All components have been completed and you can view the completed report.

Client Decision

Using the information from the report and your internal criteria and procedures, a decision can be made on a candidate.

Frequently Asked Questions

If you do not see an answer to your questions, please reach out to us via the Contact Us button in the bottom left corner of the screen.

I am looking to become a client, how much time will I be spending setting the account up?

You can expect to have the account set up process completed in about a week, with more complex accounts taking longer to configure. Depending on the size of your company, the time spent in each stage of the account set up process is approximately:

  • Introduction (30-60 min)
    • About Us
    • About You
    • The Industry 
    • The Process 
  • Discovery (1-3 hrs)
    • Needs 
    • Wants 
    • Opportunities 
    • The Tools 
  • Design (1-4 hrs)
    • Solutions 
    • Feedback from Stakeholders 
    • Statement of Work 
    • Buy In 
  • Engage (1-10 hrs)
    • Agreement 
    • Set Up 
    • Training 
    • Integration 
    • Validation 
    • Approval 
    • Go Live 
  • Optimize (1-6 hrs per year)
    • Review 
    • Listen 
    • Survey 
    • Share 
    • Support 
I just set up my account, but I don’t see the option to order. What happened?

We have all new clients set up with a credit card for payment of at least the first 3 invoices to establish a payment history. There are instructions how to enter the CC information in your credentials email, and if you have done that, please let the client success team know so we can turn the ordering on for you. If you have not yet entered the information, once you do and let client success know, the ordering will become available on your account.

When placing an order, it says that I need to attach an authorization – what does this mean?

Prior to starting any background, you’ll need to have your candidate’s fill out authorization forms that provide consent to have the background searches performed. If you do not currently have authorization forms for your screening program that allow for our company to process your background requests, please reach out to [email protected] for information on how to obtain sample language.

What does no reportable records mean?

“No Reportable Records Found” means no records were reported that met the reporting criteria for the search.

How do I get status updates on the reports I order?

When you are logged into the system, and on the report results page there is a box labeled Client Notes below the search summary. You can input your questions here and a member of the team will get back to you shortly. You will receive an email notification letting you know to log in and view the response once it is posted.

How To’s and Guides

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