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This guide explains how to view the history of Compuscan V2 credit enquiries performed on a client and how to access the detailed reports.

Overview

The Compuscan tab on a client's profile is the central location for viewing all historical Compuscan V2 credit checks. Each time an enquiry is performed, a summary record is created here, providing a link to the full report.

For more detailed information on specific Compuscan reporting and enquiry options, please contact Compuscan directly.

Understanding the Enquiry History

The main part of this screen displays a list of all past Compuscan V2 enquiries for the client. The table below explains the information shown in each column.

How to View and Print a Report

1. Navigate to the Compuscan Screen: Follow the navigation path to the client's Compuscan tab.
2. Locate the Enquiry: Find the specific enquiry you wish to view in the list.
3. Download the Report: Click the hyperlink in the "Download (V2.0)" column for that row.
4. View and Print: The detailed report will open in your web browser in HTML format. You can then use your browser's print function (Ctrl+P or Cmd+P) to print a physical copy or save it as a PDF.
   • Note: A specific security role must be assigned to your user profile to have permission to print or reprint these documents.

Important Information

Client Consent

Before performing any Compuscan enquiry, you must ensure the client has given their explicit consent. This is typically done by having the client sign the appropriate section within the Loan Agreement and Quotation documents.

Error Handling

If a problem occurs during the enquiry process, the system will display an "Enquiry Retrieval Error" message in the enquiry list. When this happens, the "Click Here to Download" hyperlink will be unavailable for that entry, indicating that a report could not be successfully generated.