Exports and packets
Every way to get data out of ComplyNestly, and which one fits each situation.
What you can export
- Compliance Matrix — the current on-screen view, including active filters, as CSV, Excel, or PDF.
- Reports — Credential Readiness Summary, Missing Requirements, and Expiring & Expired Credentials.
- Employee report — an individual's report, available from their profile page.
- Compliance Packet — an audit-ready package as a PDF or ZIP archive.
Location Comparison is read on screen and does not offer the standard export menu.
Choosing a format
- CSV — analysis in a spreadsheet, or loading into another system.
- Excel — a formatted workbook for internal circulation.
- PDF — a fixed snapshot for a reviewer who should not be reworking the data.
- ZIP packet — when the reviewer needs supporting documents alongside the summary.
Producing a clean export
- 1Filter to the population you actually want to show.
- 2Confirm the on-screen summary matches your intent.
- 3Export in the format the recipient will use.
- 4Date the file and note the filters applied.