Save time and download multiple reports at once.
To bulk download reports follow these steps:
- Select all of the Cases or Entities you would like to download reports for.
2. Click Batch Actions.
3. Click Request Entity Reports on the bottom left.
4. Select the format in which you want to download the report (PDF or DOC).
5. Decide whether to include all details or only accepted parts:
- Leave the Include Accepted Only toggle OFF to download all details.
- Turn the Include Accepted Only toggle ON to include only the parts of the profile that are in accepted status.
5. Turn on Include Images to add any ID documents, face matches, or supporting documents to the report.
6. Turn on Include Custom Questions to add any entities with Custom Questions to the report.
7. Turn on Include AML Cases to add cases to the report.
8. Click Request Report.
9. Click Go to Reports.
10. All of the requested reports will be pre-selected. Click Generate on any of the selected reports to generate all reports at once.
11. Click OK.
12. Select all of the reports you would like to download. Click Download on any of the selected reports to download all reports at once.
13. Once the reports are downloaded, you will be able to review them.
*Note - All reports that have been generated, will expire after 7 days. Once that period has passed, the report will need to be recreated.