How to download client reports in PDF format?

The ComplyCube Web Portal allows you to download client reports with one click.

Steps to download a client report in PDF format:

1. Log in to the portal with permission to generate reports.
   You can learn more about our user roles and permissions.
   
   
2. Click on the 'Clients' tab from the top navigation bar.
   
   
   
   
3. Locate and click on the client you wish to generate a report for.
   
   
4. On the client page, click on the 'REPORT' button group, and it will display the following options:
   a. "Download Client Report": this will download a client-level summary PDF report.
   b. "Download All Client Reports": this will download a zip of all reports relating to a client.