{"article":{"id":40389977893911,"url":"https://plaid.zendesk.com/api/v2/help_center/en-us/articles/40389977893911.json","html_url":"https://support.plaid.com/hc/en-us/articles/40389977893911-How-do-I-report-on-Monitor-screening-data","author_id":1511728400882,"comments_disabled":false,"draft":false,"promoted":false,"position":1,"vote_sum":0,"vote_count":0,"section_id":40389894534679,"created_at":"2026-05-11T17:58:01Z","updated_at":"2026-06-03T17:57:30Z","name":"How do I report on Monitor screening data?","title":"How do I report on Monitor screening data?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-03T17:57:30Z","user_segment_id":null,"permission_group_id":1121794,"content_tag_ids":[],"label_names":[],"body":"

Via Plaid Dashboard

\n

Plaid offers a built-in reporting solution for Monitor via the Plaid Dashboard, which allows your organization to download a CSV report with the following configurable settings:

\n

\"\"

\n

Via Plaid API

\n

To report on Monitor screening data across all your users via the Plaid API:

\n
    \n
  1. \nFor each Program + User combination: Call /watchlist_screening/individual/list with a watchlist_program_id and a client_user_id.\n * Retrieve and store any necessary data (e.g. status, watchlist_screening_id).\n * For each Screening: To retrieve hit-level data, call /watchlist_screening/individual/hit/list with:\n * The watchlist_screening_id returned in the /watchlist_screening/individual/list response.\n * The cursor set to the value returned in the next_cursor field of the prior /watchlist_screening/individual/hit/list response, until you’ve iterated through all cursors (i.e. hits) for the user.\n * To paginate through all screenings for the user, call /watchlist_screening/individual/list again with:\n * The same watchlist_program_id and client_user_id.\n * The cursor set to the value returned in the next_cursor field of the prior /watchlist_screening/individual/list response, until you’ve iterated through all screenings for the user.
    2. \n
  2. Repeat with the same watchlist_program_id and the next client_user_id, until you’ve iterated through all users on the program.
    3. \n
  3. Repeat with the next watchlist_program_id, until you’ve iterated through all your programs.
    4. \n
\n

Any analysis you’d like to run on this (e.g. aggregating data, # of hits across a period of time) will need to be run outside of Plaid, using your own reporting tools.

","user_segment_ids":[]}}