Nimbus

All Clients

Case ID	Name	City	YOB	Assigned To	Status	Actions

Removal Requests

Request Date	Client	Broker	Status	Confirmation #	Actions

	Case ID	Name	City	YOB	Created	Actions

	Partner ID	Business Name	Contact	Services	City	Created	Actions

All Partners

Partner ID	Business Name	Contact	Services	Status	Tier	Vetting	Assigned To	Actions

ENT Queue

ID	Company	Contact	Title	Industry	Team Size	Pref. Contact	Status	Submitted	Actions

All ENT

ID	Company	Contact	Industry	Team Size	Est. Seats	Status	Assigned To	Monthly Rate	Last Updated	Actions

Automated Only Missing Opt-Out Missing Privacy Policy

Import CSV

Name	Privacy Policy	Opt-Out URL	Complexity	Status	Auto	Actions

User Management

User ID	Username	Full Name	Role	Status	Actions

Reports Center

Comprehensive analytics and reporting

OPERATIONAL Operations & Workflow

Broker Coverage Report

Request volume, success rates, and completion times per broker

Request Aging Report

Requests stuck in submitted/in-progress status

Min Days:

Reprocessing Queue

Completed requests eligible for next billing cycle (31+ days)

FINANCIAL Payroll & Revenue

Payout Summary Report

Contractor earnings for completed requests (tax purposes)

Revenue by Client Report

Total cost per client for billing purposes

Contractor Performance Report

Contractor

Time Period

QUALITY Quality & Compliance

Failure Analysis Report

Analyze failed requests by broker, contractor, or time period

Group By:

Client Data Completeness Report

Identify clients with missing key fields that may reduce removal success

Max Score:

Audit Trail Report

Filtered audit logs for compliance reviews (System Admin only)

WORKLOAD Workload & Capacity

User Workload Distribution

Assigned clients, partners, pending requests, and performance metrics per user

Include Inactive

Unassigned Clients Report

Clients without an assigned contractor. These clients appear in the Client Queue.

CLIENTS Client Reports

Client Data Report

Select Client

PARTNERS Partner Reports

Unassigned Partners Report

Partners without an assigned user - inquiry/vetting status needing attention

Partner Pipeline Report

Partner funnel from inquiry to approval with conversion rates

Partner Revenue Report

Monthly and annual revenue by partner tier

Discount Code Usage Report

Track which partner discount codes are being used by clients

Partner ROI Report

Compare leads generated vs monthly fee to evaluate partner value

Partner Engagement Trends

Analytics trends over time (views, clicks, contacts)

SYSTEM Full Data Exports

Complete data exports for backup, migration, or analysis. These exports include ALL records regardless of status.

All Clients

All client records with all fields including discount codes

All Partners

All partner records including vetting, billing, and discount codes

All Users

All user accounts with roles and stats (passwords excluded)

All Removal Requests

All removal requests with status, dates, and payments

All Audit Logs

Complete user and partner audit history

Partner Analytics

All partner view/click/contact events

IMPORT Data Import (Disaster Recovery)

Warning: Import operations can modify or replace existing data. Always export a backup before importing.

Import Clients

Select JSON file from export

Import Mode

Import Partners

Select JSON file from export

Import Mode

Import Users

Select JSON file from export

Import Mode

Note: Imported users will need new passwords

Import Data Brokers

Select JSON file from export

Import Mode

Import Results

Audit Logs

From:

To:

Timestamp	Action Type	Admin User	Target User	IP Address	Details

All Partner Docs Assign Inquiry Enterprise Client System

✉

Select a template to edit

Or click + New to create a custom template

Template Active

Disable to stop sending this notification

Email Subject

Send To

Partner contact Admin / Staff Contractor Client

Trigger Event

Sender Address

Template Info

ID: —

Category: —

Last saved: —

Send count: —

Available Template Variables

Click any tag to insert at cursor in the body editor.

Partner & Contact

{{contact_name}} {{contact_first}} {{partner_name}} {{business_name}} {{partner_email}} {{partner_phone}} {{partner_id}} {{partner_city}} {{partner_state}}

Status & Actions

{{status_old}} {{status_new}} {{rejection_reason}}

Documents

{{document_name}} {{document_type}} {{expiry_date}} {{days_until_expiry}} {{upload_date}}

Client

{{client_firstname}} {{client_lastname}} {{client_name}} {{client_id}} {{case_id}}

Enterprise

{{company_name}} {{inquiry_email}} {{team_size}} {{est_seats}} {{monthly_rate}} {{services_interest}}

Internal / Staff

{{admin_firstname}} {{admin_name}} {{contractor_firstname}} {{contractor_name}} {{assigned_by}} {{nimbus_user}} {{temp_password}}

URLs & Dates

{{login_url}} {{reset_url}} {{portal_url}} {{clientportal_url}} {{entportal_url}} {{partnerportal_url}} {{today}} {{inquiry_date}}

CloudDay Resources (edit AT_RESOURCES in JS to update)

{{support_email}} {{support_phone}} {{partnerships_email}} {{enterprise_email}} {{website_url}}

Client Information

Case ID

Client Email (AliasMail)

Assigned To

Status

Full Name

Year of Birth

Phone

City, State

ZIP

Data Exposure Scan

No scan has been run for this client yet.

Click Scan Brokers above to check where this client's data is currently exposed.

Data Broker Requests

Broker Name	Complexity	Status	Last Action	Actions

Nimbus

Nimbus

All Clients

Removal Requests

Unassigned Clients

Unassigned Clients

Partner Inquiries

All Partners

ENT Queue

All ENT

User Management

Reports Center

OPERATIONAL Operations & Workflow

Broker Coverage Report

Request Aging Report

Reprocessing Queue

FINANCIAL Payroll & Revenue

Payout Summary Report

Revenue by Client Report

Contractor Performance Report

QUALITY Quality & Compliance

Failure Analysis Report

Client Data Completeness Report

Audit Trail Report

WORKLOAD Workload & Capacity

User Workload Distribution

Unassigned Clients Report

CLIENTS Client Reports

Client Data Report

Data Found & Removal Status

PARTNERS Partner Reports

Unassigned Partners Report

Partner Pipeline Report

Partner Revenue Report

Revenue by Tier

Discount Code Usage Report

Partner ROI Report

Partner Engagement Trends

Daily Breakdown

SYSTEM Full Data Exports

All Clients

All Partners

All Users

All Removal Requests

All Audit Logs

Partner Analytics

IMPORT Data Import (Disaster Recovery)

Import Clients

Import Partners

Import Users

Import Data Brokers

Import Results

Audit Logs

Communications

Send To

Trigger Event

New Email Template

Send Test Email

Insert CTA Button

Insert Info Box

Add Enterprise Inquiry

Business

Contact

Team & Plan

Services of Interest

Additional Info

Pipeline (Internal)

Contact

Business

Services of Interest

Additional

Add Partner

Business Information

Services & Online Presence

Partner Profile:

Partner Information

Contact Information

Services & Location

Online Presence

Notes