Export a report to PDF

Create Portable Document Format (PDF) reports for compliance cases or requests using predefined or customized templates in the GRC: Compliance Case Management application. This feature enables the stakeholders who may not have access to the application can still access the data.

Before you begin

Role required: sn_comp_case.compliance_​case_analyst

About this task

You can export compliance data to PDF reports for easy sharing with audit teams, partners, or internal committees, eliminating the requirement for application access. A compliance administrator can select a predefined template or create a customized document template to generate reports. For more information, see Configure a PDF document template.

Procedure

1. Navigate to All > Policy and Compliance > Compliance Workspace.

2. Select the list

icon.

1. To generate a compliance case report, select All cases.

2. To generate a compliance request report, select All requests.

3. Open the compliance case or compliance request that you want to export as a PDF report.

4. Select the More actions

icon.

1. Select Export PDF.

   The Export PDF button appears only when a document template is specified in the record type.

2. Select the template to generate a PDF report.

3. Select Export.

   A PDF report is generated and is available in the Attachments section of the record to download.

4. To download a local copy of the PDF report, select the More actions

icon on the PDF report, and select Download.

Parent Topic:Using Compliance Case Management