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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