1099 Reporting

View and download check history

Learn how to view and download previously run checks and their details.

Admins and users with history access can view and download all checks run on the account. Track how many checks were run and by whom, and by downloading and reviewing the results.

View check history

  1. Go to the main menu and click History.
    The History menu option is highlighted.

    A list of checks from the last three months displays, starting with the most recent. You can search the list by TIN, name, source, or account email.

    Tip:

    To view the checks from oldest to newest, click Date.

  2. To view detailed results for a specific check, click the TIN.
    The detail view includes all list matching results, the full TIN and name matching result, and address validation.
  3. Optional: To show only checks that have a result, select the Only show validations with a result checkbox.
  4. Optional: To print the detail view, click Print.
    The print file only includes checks that have a result.The Print button is highlighted.

Download check history

You can export history for up to three months from the current date. Use the export to:
  • Keep a record of checks processed more than three months ago.
  • Track usage month over month.
  • Sort and filter requests by user, result, or date.
  1. Go to the main menu and click History.
  2. Click Download history.
    The Download history button is highlighted.
  3. Choose one of the preset date ranges, or set a custom range using the Calendar icon. Then click Download as .csv.
    The file downloads to your default downloads folder.
To open the file in Excel, right-click the downloaded file, select Open with, and then select Excel. Each row in the file represents one request. Organize and sort your history as needed.