The short answer: The Portfolio Reporting dashboard gives you a portfolio-level view of Defend's fraud performance across your organization — risk-tier distribution, risk signal breakdowns, and how your orgs, originators, and notaries are performing — without waiting on a report from Proof.
What the Dashboard Shows
The Portfolio Reporting dashboard is part of Proof Defend and gives you visibility into fraud performance across your entire portfolio, including:
- Total transaction counts broken down by risk tier (low, medium, high)
- Total dollar value of alerted transactions
- Distribution of risk signal types across your portfolio
- Performance by org, originator, notary, and case
Data is updated at least every 24 hours and available on-demand — you don't need to request a report from your CSM to see how your portfolio is performing.
Filter and Compare Performance
You can narrow the dashboard down to the slice of your portfolio you care about most. Filter by:
- Organization
- Product type
- Transaction originator
You can also view performance over rolling 30-day and 90-day windows to spot trends in your portfolio over time.
Who Can Access This
The Portfolio Reporting dashboard is part of Defend and turned on by default — there's no extra setup or additional fee if your org already has Defend enabled.
Access is available to:
- Organization Owners
- Organization Admins
- Team members with the Defend role
Summary Checklist
- The Portfolio Reporting dashboard gives you a portfolio-level view of Defend's fraud performance — risk-tier distribution, alerted transaction value, risk signal breakdowns, and org/originator/notary performance.
- Data refreshes at least every 24 hours and is available on-demand.
- Filter by org, product type, or originator, and view 30- or 90-day performance windows.
- Available by default to Owners, Admins, and users with the Defend role — no extra fee if Defend is already enabled.