Cases & Matters
Case Reports & Export
Generate compliance reports
Last updated February 25, 2026
Case Reports & Export
Generate professional reports for clients and records.
Report Types
- Full Case Report - Complete history
- Match Summary - Only confirmed matches
- Negative Search Certificate - No matches found
Generating a Report
- Open the case
- Click "Generate Report"
- Choose report type
- Select date range
- Download PDF
Report Contents
- Case summary and dates
- All watches monitored
- Match results with details
- Timestamps and audit trail
- Digital certification
Export Formats
- PDF - Professional formatted
- CSV - Spreadsheet data
- DOCX - Editable Word document
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