The ComplyCube Web Portal allows you to download client reports with one click.
Steps to download a client report in PDF format:
- Log in to the portal with permission to generate reports.
You can learn more about our user roles and permissions.
- Click on the 'Clients' tab from the top navigation bar.
- Locate and click on the client you wish to generate a report for.
- 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.