Understanding Your Dashboard
The dashboard is your compliance home base. Here is what each section shows and how to use it.
Overview
When you log in, you land on the main dashboard at tradelasso.com/dashboard. The dashboard gives you a snapshot of your screening activity and quick access to every tool.
Start Screening banner
The prominent card at the top links directly to the Restricted Party Screening tool. Click Start Screening to go there immediately. This is the fastest path to running a search.
Your Plan card
Shows your current subscription tier (Free, Pro, etc.) and whether it is active. If you are on the Free plan, an Upgrade for unlimited access link is shown. Click it to open the upgrade flow.
Screening Usage card
Tracks how many single RPS searches you have run in the current billing period versus your plan's monthly limit. A progress bar turns amber when you reach 80% of your limit and red when you hit 100%.
- Free plan: limited searches per month
- Pro and above: unlimited — the usage card shows a count with no limit bar
Saved Profiles card
Shows how many entities you have saved versus your plan's saved profile limit. Click View all saved profiles to go to the Saved Profiles page.
Recent Saved Profiles
A quick-access list of the five most recently saved entities. Each entry shows the entity name, the source list it was found on, and the date it was saved. Click View All to see the full list.
Batch Screening card
For Pro users, this card shows the status of your most recent batch job (filename, record count, and status). Click Open Batch Screening to go to the batch tool or resume reviewing results.
For Free users, this card shows an upgrade prompt explaining the Batch Screening feature.
Navigation
The left sidebar (or top menu on mobile) provides links to all dashboard sections:
- Dashboard — this overview page
- Screening Tool (RPS) — run individual searches
- Saved Profiles — manage bookmarked entities
- Batch Screening — upload CSVs (Pro)
- Notifications — view account and usage alerts
- Settings — manage profile and preferences
- Subscription — manage your plan and billing