Reports & data exports
In brief: Inspection pack PDF and CSV exports of your core registers.
One place to get your compliance data out of Certivus — branded PDFs for inspectors, CSVs for analysis.
Compliance → Reports offers:
- Inspection pack — a branded PDF summarising your firm's compliance position, generated on demand.
- Data exports — CSV downloads of your core registers (clients, matters, checks) for spreadsheets or BI tools.
Related exports elsewhere
- Compliance Pack ZIP — the full hand-to-inspector bundle (see its own article).
- Verification reports — per-case branded PDFs from the client's case view.
- Annual MLRO Report and Annual Compliance Review — from the MLRO dashboard's Quick exports.
- Matters CSV — from the Matters list, respecting filters.
Everything exported is logged in the audit trail.
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