Tutorial: Generating PDF Audit Reports

Generating PDF Audit Reports: Complete Tutorial

PDF audit logs provide court-ready documentation of your monitoring diligence.

What You'll Learn

• When to generate reports
• Creating single match reports
• Creating case summary reports
• Customizing report content
• Using branded reports (Professional)

When to Generate Reports

Generate PDF reports for:

• Court filings - Prove diligent search
• Client updates - Share match results
• Compliance records - Document due diligence
• Billing support - Show work performed

Generating a Single Match Report

Step 1: Navigate to Confirmed Matches

1. Click "Confirmed Matches" in sidebar
2. Find the match you want to document

Step 2: Open Match Details

1. Click on the match card
2. Review the match information
3. Look for "Generate PDF" button

Step 3: Click Generate PDF

1. Click "Generate PDF"
2. Wait for processing (5-10 seconds)
3. PDF downloads automatically

Step 4: Review the PDF

Your PDF includes:

• Match verification header
• Watch details and criteria
• Obituary text and screenshot
• Source URL and timestamp
• Confidence score breakdown
• Certification of diligence

PDF Report Contents

Page 1: Summary

• Report ID and generation date
• Watch details (name, location, dates)
• Match details (source, confidence, date found)

Page 2: Obituary Details

• Full obituary text
• Screenshot of original page
• Source URL for verification
• Publication date

Page 3: Certification

The certification states:

"This document certifies that [Your Firm Name] utilized the ObituaryMonitor Active Watch engine to perform continuous digital due diligence monitoring..."

Generating Case Reports (Professional)

Professional plans can generate reports for entire cases:

Step 1: Open the Case

1. Go to Cases
2. Click on the case

Step 2: Select Report Type

Options:

• Full Case Report - All activity and matches
• Match Summary - Only confirmed matches
• Negative Search Certificate - No matches found

Step 3: Choose Date Range

1. Select start date
2. Select end date
3. Or use presets (This Month, This Quarter)

Step 4: Generate Report

1. Click "Generate Report"
2. Choose format (PDF, DOCX)
3. Download the file

Customizing Reports (Professional)

Add Your Branding

1. Go to Branding settings
2. Upload your logo
3. Enter firm name
4. Reports now include your branding

Customize Content

Toggle what to include:

• Detailed activity log
• Screenshot captures
• Source URLs
• Scan statistics
• Certification page

Bulk Report Generation

Generate reports for multiple matches:

1. Go to Confirmed Matches
2. Check boxes for desired matches
3. Click "Bulk Export"
4. Choose "Individual PDFs" or "Combined PDF"
5. Download the zip file or single PDF

Best Practices

For Court Submissions

• Generate fresh reports (not outdated)
• Include certification page
• Keep original with timestamp
• Store securely

For Client Updates

• Use branded reports
• Include summary section
• Highlight key findings

Next Steps

• Tutorial: Custom Branding Setup
• Tutorial: Case Management
• Exporting to Practice Management Software