The Sessions page in Dashboard provides a table that lists every verification session. You can use it to:
- Filter to find specific verification sessions.
- Open an individual session and:
- Review its decision and supporting evidence.
- See which checks ran and which failed.
- Review captured identity and document images.
- Approve, reject, or escalate a session when action is required.
- Investigate fraudulent, rejected, or stuck sessions.
- Create manual sessions.
- Copy session IDs and URLs.
- Export a list of sessions.
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When you open an individual session, single session view appears. The single session view you see depends on your Dashboard version:
- Standard: Single session view
- Beta View session details
Sessions Table
The following table describes each column in the sessions table.
| Column | Definition |
|---|---|
| Session ID | Unique identifier assigned to the verification session. Use it to investigate the session through APIs and logs. |
| CURP | The user’s Clave Única de Registro de Población, extracted or collected during a Mexican verification flow. |
| Name | The user’s name, normally extracted through OCR from the submitted identity document. |
| Phone Number | Mobile phone number associated with the session, including its country code when supplied. |
| Login Hint | A value you supply to identify or prefill the user during sign-in or session initialization. Its contents depend on the integration. |
| Flow | Name of the Flow or Workflow used for the session. |
| Started At | Date and time when the session began. |
| Updated At | Date and time when the session record was last updated. |
| Completed At | Date and time when the user completed the required session steps. Blank if the session has not been completed. |
| Version | Version of the SDK, web experience, or Incode platform associated with the session. |
| Score | Overall numeric verification score calculated from the modules that ran. Available values: 0–100 or blank if scoring has not finished. |
| Validation | Indicates whether the session decision was produced automatically or finalized through manual review. Available values: Automatic, Manual. |
| Session Status | Indicates whether the user completed all required steps in the Flow. Completion does not necessarily mean that background processing or manual review has finished. Available values: Completed, Not Completed. |
| Gov Verification | Overall result from checking the user or document information against an authoritative government source. N/A/Unknown means the check did not produce a verdict. Available values: Pass, Fail, N/A/Unknown. |
| Fraud Result | Overall result returned by the Antifraud Check module. Available values: Pass, Fail, Not Included. Older sessions may show Not Applicable instead of Not Included. |
| Agent | Reviewer or reviewer profile assigned to handle a session in manual review. Blank if the session is unassigned or does not require review. |
| Days in Review | Number of days the session has remained in the manual-review process. Blank if the session is not under review. |
| External Customer ID | Customer-defined identifier used to associate the session with a user or record in the customer’s system. |
Filter the Sessions Table
You can filter the sessions table to:
- Find a specific user or session.
- Review sessions that failed or require manual review.
- Investigate a verification module, fraud result, or government-verification outcome.
- Monitor sessions from a particular Flow, customer, or date range.
- Identify incomplete, expired, or deleted sessions.
- Prepare a focused CSV export or audit sample.
You can filter the sessions table by session data, identification details, personal or location data, submitted documents, device information, video-selfie properties, eKYB information, or risk signals. Some filters apply only when the corresponding module ran or collected that data. Text filters use partial matching: for example, entering Sam returns results such as Samantha and Samson.
You can combine filters to create a more specific result set. When you apply multiple filters, Dashboard returns sessions that match all selected criteria.
- In Dashboard, click Sessions in the left menu.
- Click Add Filter in the top left.
- Select a filter.
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Expand to learn more about the filters you can select
Most selectable filters are self-explanatory. For those that are not, see the following table.
| Filter | Definition |
|---|---|
| Validation | Filters sessions by how the verification decision was produced: automatically by the system or through manual review. |
| Status | Filters by whether the user completed all required steps in the verification journey. Available values: Completed, Not Completed. |
| Session State | Filters by the session’s data lifecycle state, independently of whether the verification journey was completed. Available values: Alive (the session can still be updated); Closed (no further changes can be made); Deleted (PII has been deleted while limited session metadata remains). |
| Gov Verification | Filters by the overall result of checking the user or document information against an authoritative government source. Available values: Pass, Fail, N/A/Unknown. |
| Fraud | Filters by the result returned by the Antifraud Check module. This is a system-generated result and is different from a user reporting the session as fraudulent. |
| Reported as Fraud | Filters by whether a Dashboard user manually reported the session as fraud. It does not indicate whether the Antifraud Check module detected fraud. |
| Expired | Filters by whether the session expired before it reached a final outcome, based on the expiration period configured for the Flow. This is different from an expired identity document. |
| Mismatch | Filters for sessions containing a selected cross-session mismatch signal, such as a name mismatch with another approved session. |
| Days in review | Filters by the number of days a session has remained in manual review. |
| CURP Empty | Filters by whether the session’s CURP field is empty. This is useful for finding Mexican verification sessions where a CURP was expected but was not collected or extracted. |
| Device Location | Filters by the geographic location reported by the user’s device during the session. This is distinct from the address extracted from an identity document or proof-of-address document. |
| File is present | Filters by whether a Video Selfie file exists for the session. |
| File has video | Filters by whether the Video Selfie file contains a video track. A file can exist without containing usable video. |
| File has audio | Filters by whether the Video Selfie file contains an audio track. |
| File is not empty | Filters by whether the Video Selfie file contains data rather than being an empty file. |
| Video selfie quality | Filters by the result of the quality checks applied to the Video Selfie recording. This can help identify recordings that are missing, incomplete, corrupted, or unsuitable for processing. |
| Unique Beneficial Owner | Filters eKYB sessions using information about a business’s unique beneficial owner: the individual who ultimately owns or controls the business. |
- Enter or select the filter value.
- Click Apply. The table displays the sessions that fit the filter criteria.
- Repeat these steps to add additional filters. To remove a filter, click X in its badge.
Configure the Sessions Table
You can change which columns appear in the sessions table and the order they appear in. These changes are only applied to you; they do not impact the sessions table for other users.
- In Dashboard, click Sessions in the left menu.
- Click Options
and select Table Settings. The Configure Table View panel slides out from the right. - Click and drag a column by its handle
to reorder it. - Click Hide
to hide a column from the table. Click Show
to include it again. - Scroll to the bottom and click Save view. Your changes are maintained after logging out.
Copy Session IDs and URLs
You can copy a Session ID or URL to:
- Share the exact session with a teammate, reviewer, or Incode Support.
- Look up the session through APIs, logs, or internal reporting.
- Reopen the session later without searching the sessions table.
- In Dashboard, click Sessions in the left menu.
- Find the row for the session you want.
- In the left column of that row, click Copy Session ID
or Copy Session URL
.
Create Manual Sessions
Manual sessions allow you to initiate verification directly from Dashboard by sending an SMS link to a user instead of triggering it from your application. This is useful for agent-assisted call center support, in-branch verification, and re-onboarding, where the user cannot start verification from your application. You can select the appropriate Flow or Workflow before sending the link.
- In Dashboard, click Sessions in the left menu.
- Click Options
and select New Manual Session. - Enter the user's phone number. Change the country calling code if needed.
- Use the Flow Type drop-down to select Flow or Workflow.
- If you selected Flow, use the Select Session Flow drop-down to select the Flow to send to the user.
- If you selected Workflow, use the Workflow drop-down to select the Workflow to send to the user.
- Click Send SMS.
Export Sessions List
Exporting the sessions list creates a point-in-time record of verification results outside Dashboard. This is useful for compliance retention, audits, offline review, investigations, and sharing results with authorized stakeholders who do not have Dashboard access. Handle exported files according to your organization’s privacy, access-control, and retention policies.
You can filter to export only sessions that fit certain criteria.
- In Dashboard, click Sessions in the left menu.
- Click Options
and select one of the following:- Export to CSV: Prepares a CSV file containing the exported session data.
- Export to CSV with PDF links: Prepares a CSV file containing links to PDF reports for sessions that match the CURPs or names you specify. In the dialog, select the Type: CURPs (Mexico only) or Names. Then paste the corresponding values and click Submit.
Dashboard notifies you when the file is ready and when the download is complete. Your browser saves the file to its default download location.
Note
The Export to CSV with PDF links option must be enabled for your organization. Contact your Incode representative.