Reports & Analytics
Time to read: 5 minutes
The Reports page (/reports) gives you a comprehensive view of your organization's credential activity. It surfaces data that is not visible from the Credentials list alone — verification trends, email delivery rates, team security posture, and quota usage. Reporting is part of the certification tracking and verification software.
Navigate to Reports in the left sidebar, at the top of the Grow section.
Overview: Five Sections
The Reports page has a Sections list on the left.
| Section | What it shows | Plan required |
|---|---|---|
| Verifications | Verification counts, trend chart, top verified credentials, activity feed | All plans |
| Credentials | Status breakdown, expiry forecast, category summary, notices about expiring credentials | Basic and Pro |
| Email Delivery | Sent, delivered and bounce rates, automation by category, full email log | All plans |
| Team Activity | Member list, last login, MFA status | Basic and Pro (security flags: Pro) |
| Usage | Totals and your plan's limits | All plans |
Verifications
Track how often credentials are being verified and by whom.
Summary stats
Four stat cards show at a glance:
- Total Verifications — all-time count
- Last 30 Days — verifications in the past month
- Last 7 Days — verifications in the past week
- Unique Credentials (30d) — distinct credentials verified in the last 30 days
Trend chart
An area chart plots verifications over time. Use the range buttons (7D / 30D / 3M / 12M / Custom) to zoom in or out; Custom lets you pick a range of months.
Top Verified Credentials table
A table of your most-verified credentials. Columns: Cert #, Recipient, Title, Category, Verifications, Last Verified; sort by either of the last two. Paginated 10 / 25 / 50 rows.
Recent Activity Feed
The last 100 verification events, newest first. Columns: Credential + Recipient, Verified At, IP address, User Agent (shown as a device-type chip).
Credentials
A health check for your credential catalog. Available on Basic and Pro; on Free, this section shows an upgrade card instead.
Summary stats
- Total Credentials — total in your organization
- Active — credentials that are active and not expired
- Expiring in 30 Days — credentials about to expire
- Avg / Month — average monthly issuance rate since your first credential
Status Donut Chart
A pie chart showing the split between Active, Expired, Revoked, and Replaced credentials, with an inline legend showing counts.
Every credential falls into exactly one slice, so the slices always add up to your total. Replaced covers credentials a renewal has superseded — see renewing a credential.
Expiry Forecast
A bar chart showing how many credentials expire in each of the next 12 months; a month with no expiries gets no bar. Use this to plan renewal reminders in advance.
Category Breakdown Table
A table showing, per category: Total, Active, Expired, Revoked and Replaced counts, and % PDF and % Emailed — the share of that category's credentials with a PDF, and that were emailed.
Notices
Below the table, notices list the credentials that need action: those that expired in the last 30 days, and active ones expiring in the next 30 days (up to 50 each). When some credentials have no PDF, a notice says so, with a Generate PDFs button.
Email Delivery
See exactly what happened after you sent credential emails. Available on every plan.
Summary stats
- Emails Sent — total emails sent with tracked delivery
- Delivered Rate % — percentage that reached the inbox
- Bounce Rate % — percentage that bounced, failed, or were marked as spam; the card's icon turns red when the bounce rate exceeds 5%
Note: Open rate and click rate are intentionally not shown. Tracking opens and clicks requires recipient-side tracking pixels, which CertLister does not use. Delivery status (sent / delivered / bounced) is ISP-level and does not require any recipient action.
Event Breakdown Donut + Problematic Recipients
The left column shows a donut chart of delivery events by type (Delivered, Bounced, Failed, Spam, Sent, Delayed). The right column shows a Problematic Recipients table listing any recipient with a bounce, failure, or complaint — including the bounce reason (shown in a tooltip).
If your bounce rate exceeds 5%, an error alert appears above the table to prompt action. The Problematic Recipients table only appears when there is a problem to show.
Category Automation
A table of your categories with their email settings (On issue, Expiry reminder, Auto-expire) and, for each one, credentials, emails sent, delivered, and bounce rate.
Email Log Table
A paginated list with one row per emailed credential, showing its latest delivery status. Columns: Recipient name, Email address, Credential (title + number), Category, Status chip, Sent date, Last Update. Paginated at 25 / 50 / 100 rows per page.
Status chip colors:
- Delivered — green
- Bounced / Failed — red
- Complained (spam) — amber
- Delayed — amber
- Sent — gray (no delivery confirmation yet)
Team Activity
Monitor your team's access patterns and security posture. Available on Basic and Pro.
Summary stats
- Total Members — active members in your organization
- Admins — count of admin and super-admin users
- Inactive (90+ days) — members who haven't logged in for 90 or more days
Team Members Table
Lists your members, including deactivated accounts, with: avatar initials, name and email, role chip, last login (shown as relative time — "3 days ago" or "Never"), MFA status chip, and a Locked chip for accounts that are currently locked.
Security Flags (Pro)
Three alert sections appear when applicable:
- Locked accounts — accounts currently locked out (shown as an error alert)
- Users without MFA — members who haven't enabled two-factor authentication (warning)
- Users inactive 90+ days — members who may no longer need access (info)
Use these alerts to periodically audit your team's security posture.
Usage
Available on all plans. Four cards show your totals: Total Credentials, Credentials with PDF, Total Verifications, and Team Members.
Below them, Plan Limits names your current plan and lists how much of each limit you use. On Pro that includes Credentials, for example "75 (unlimited)"; on Free and Basic your credits take that place — credits available, monthly credits used, and any purchased credits.
Troubleshooting
I don't see any data in the Verifications section. Verification data populates from the date your organization's credentials started being verified publicly. If you've never shared your verification portal or widget, there will be no data yet. Try verifying a credential yourself via your public portal to confirm tracking is working.
The Email Delivery section shows all zeros. Email delivery tracking uses Resend webhooks and runs on every plan. If you have not sent any credential emails yet, there is nothing to show. Delivery status can take a few minutes to arrive after a send.
The Bounce Rate is over 5%. A high bounce rate usually means some recipient email addresses are invalid. Review the Problematic Recipients table for specific emails, update or remove invalid addresses from your credentials, and avoid re-sending to bounced addresses.
Frequently Asked Questions
Q: How far back does the data go?
A: Verification data goes back to when CertLister began recording logs for your organization. Email delivery data goes back to your first tracked credential email. Credential activity data reflects your full catalog.
Q: Can I export report data?
A: Yes, in two places. In Verifications, the Recent Activity list has an Export CSV button (up to 10,000 events, every plan). You can also export your full credential list (including email and PDF status columns) from the Credentials page using the CSV export button.
Q: Why is the verification trend a flat line even though I know credentials have been verified?
A: The chart covers the range you picked — 30 days unless you change it. Widen it with 3M, 12M or a Custom range of months. If the section says "No verifications in this period.", the data did not load: refresh the page. If it is still empty, contact support@certlister.com.
Q: Which reports are available on each plan?
A: Every plan gets the Verifications section (summary, trend chart, top credentials and activity feed), the Email Delivery section and the Usage section. The Credentials and Team Activity sections need Basic or Pro, and the security flags in Team Activity need Pro.