Help Center/Reports & data exports

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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