Customer Status Report

Purpose

Summarizes customer counts by status (for example, Verified or Archived) for each program within a financial institution.

Why Use This Report

Helps banks and clients monitor customer lifecycle stages across programs—such as how many customers are active, pending, or archived. This is useful for auditing growth, cleaning up old or inactive accounts, or analyzing onboarding trends.

When to Run

On demand.

Who Uses This Report

Bank staff and client users.

Filters

You can filter the report using:

• Customer Created Begin Date

• Customer Created End Date

• Customer Created As Of Date

• Customer Status

• FI Program