--- title: Files Management description: Access various reports generated from the platform and entities uploaded or exported by CSV in the Files Management section. --- [Skip to content](https://support.icomplyis.com/en/files-management#main-content) [![iComply Logo Wordmark White](https://support.icomplyis.com/hubfs/liComply%20ogos-smple.svg)](https://www.icomplyis.com/) - [Home](https://support.icomplyis.com/en/icomply-mission-control) - Coverage - Procedures - Technical - Legal - About Us Open main navigation Close main navigation - [Home](https://support.icomplyis.com/en/icomply-mission-control) - Coverage - Procedures - Technical - Legal - About Us - [Contact Sales](https://icomplyis.com/pricing/book-demo/) [Contact Sales](https://icomplyis.com/pricing/book-demo/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [iComply Knowledge Base](https://support.icomplyis.com/en?hsLang=en) 2. [Platform Guides & Feature Documentation](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en) 3. [Administration](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#administration) November 4, 2026 # Files Management ## Access various reports generated from the platform and entities uploaded or exported by CSV in the Files Management section. ### Reports The Reports section of the Administration area in iComply is where users can generate, download, and delete personal reports. Once a report has been requested for an entity, it will appear in this section automatically. ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FpPNT4jJE6ygTy7zzYxyq%252FReports%2520home.png%3Falt=media%26token=27febecf-627f-4000-825a-1e49c24f56fb&width=768&dpr=4&quality=100&sign=ddeb0b61d277faaec848f4fd94090c332b8080ff33bbf4dc700708447060eda6) Users can filter by date range, entity type and who requested the report: ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252F3dUrq1xbJgnIEIPSViVb%252FFilter%2520%281%29.gif%3Falt=media%26token=76a0f29e-511b-47ea-bec9-e97426821770&width=768&dpr=4&quality=100&sign=3775f4761338458b4f1410221aeec05556cbcf4a47a9650226e16cb36d9f234c) Users can also perform a simple search on the report name (entity name): ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252F7Bi1ykQbOu6cEDJrStUe%252Fsearch.gif%3Falt=media%26token=27b9884f-a017-4c41-b924-ecc2f414e04d&width=768&dpr=4&quality=100&sign=8219c1c953f74cf1976003389938f70129d18260cfdb3faa70db8a3dad7adbaf) ### CSV The CSV section of the Administration area allows users to view and manage CSV Imports and CSV Exports from a single screen. ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FdSrowRZwPOSv3TjbOsSx%252Fimage.png%3Falt=media%26token=ae269297-0e8b-46c6-bab1-308409e76b51&width=768&dpr=4&quality=100&sign=7ded9aad9f0af2afc49378e81ab055d88aad791487f1ff708fb240f9a9ba7f32) **1** - **Imports** ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FH3aar75CRCZn43K5vTz7%252Fimage.png%3Falt=media%26token=5ee486d6-73ac-455f-9e44-2547a8d58f07&width=768&dpr=4&quality=100&sign=55a51be70edfb1913e1c0c2ee65dba29426228f1430b34973c0fbcd699c3ac34) The Imports section displays recent CSV file imports along with details about each uploaded file. Each import record displays the following sortable column headers: - **Date** - The date when the CSV file was added to the solution - **Entity Type** - The type of entities added to the solution via the CSV templates - **Requested By** - Identifies the user that had done the upload of the CSV file - **Records** - The total number of entities that were uploaded within the CSV files - **Imported** - Displays the total number of entities successfully added to iComply, with the option to view those additions by selecting the ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FjTMn2JzITww8zj92MHSk%252Fimage.png%3Falt=media%26token=64e503a6-3713-467a-82ec-f323600b3cc1&width=300&dpr=4&quality=100&sign=54fa54b07a9b4a52f9928ae1d79058bb7fcb3fe15c145ff774850b0e15de7a48) **2 - Exports** ![](https://docs.icomplyis.com/~gitbook/image?url=https:%2F%2F1781221220-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FXyA3ytmYfmCptqYPOQ1M%252Fuploads%252FqVOrN3W5Ry76Ruh7UPHr%252Fimage.png%3Falt=media%26token=f2316171-53df-4dd8-b058-31ea86f12573&width=768&dpr=4&quality=100&sign=bd2eb8c66f5e3ec579447c92aa5f3cea8f6957260abc554697fb032680817297) The Exports section displays all of the available CSV exports that can be generated and then downloaded. Each export record displays the following sortable column headers: - **Date** - The date when the CSV file was exported from the solution - **Entity Type** - The type of entities to be exported from the solution via the CSV - **Requested By** - Identifies the user that had requested the export of the CSV file - **Records** - The total number of entities that were requested to be exported - **Exported** - Displays the total number of exports & downloads from the export record listed - [Welcome](https://support.icomplyis.com/en/welcome?hsLang=en#main-content) - [Introduction](https://support.icomplyis.com/en/welcome?hsLang=en#introduction) - [Platform Guides & Feature Documentation](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#main-content) - [Home Screen & Navigation](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#home-screen-navigation) - [Platform Overview](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#platform-overview) - [KYC Module](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#kyc-module) - [AML Module](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#aml-module) - [Administration](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#administration) - [Portals](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#portals) - [FAQ](https://support.icomplyis.com/en/platform-guides-feature-documentation?hsLang=en#faq) - [Compliance & Platform Procedures](https://support.icomplyis.com/en/compliance-platform-procedures?hsLang=en#main-content) - [Platform Procedures](https://support.icomplyis.com/en/compliance-platform-procedures?hsLang=en#platform-procedures) - [Security & Privacy](https://support.icomplyis.com/en/compliance-platform-procedures?hsLang=en#security-privacy) - [Technical & Developer Documentation](https://support.icomplyis.com/en/technical-developer-documentation?hsLang=en#main-content) - [Introduction](https://support.icomplyis.com/en/technical-developer-documentation?hsLang=en#introduction) - [Implementation](https://support.icomplyis.com/en/technical-developer-documentation?hsLang=en#implementation) - [Integration](https://support.icomplyis.com/en/technical-developer-documentation?hsLang=en#integration) - [Training & Learning Resources](https://support.icomplyis.com/en/training-learning-resources?hsLang=en#main-content) - [Compliance Education Center](https://support.icomplyis.com/en/training-learning-resources?hsLang=en#compliance-education-center) - [Regulatory Resources & Industry Guides](https://support.icomplyis.com/en/regulatory-resources-industry-guides?hsLang=en#main-content) - [Regulatory Resources](https://support.icomplyis.com/en/regulatory-resources-industry-guides?hsLang=en#regulatory-resources) - [FAQs](https://support.icomplyis.com/en/faqs?hsLang=en#main-content) - [Support](https://support.icomplyis.com/en/faqs?hsLang=en#support) - [Product](https://support.icomplyis.com/en/faqs?hsLang=en#product) [![iComply Logo Wordmark White](https://support.icomplyis.com/hubfs/liComply%20ogos-smple.svg "iComply Logo Wordmark White")](https://www.iComplyis.com/) Trust In Every Transaction www.icomplyis.com Copyright © 2025, All Rights Reserved, iComply Investor Services Inc