Exports and audit use

Formats

• CSV — raw rows for spreadsheets and analysis.
• Excel — a formatted workbook for circulation.
• PDF — a fixed snapshot suitable for handing to a reviewer.
• Compliance Packet — PDF or ZIP, for a complete audit-oriented deliverable.

The Compliance Matrix exports the current on-screen view, including whatever filters are applied.

Preparing for an audit

1. 1Clear critical items in the Action Center first, so the evidence reflects a maintained system rather than a snapshot of neglect.
2. 2Verify expiration dates on the credentials in scope.
3. 3Run Missing Requirements and close what you can.
4. 4Filter the Compliance Matrix to the population under review and export it.
5. 5Generate a Compliance Packet for the same scope.
6. 6Use the Executive Compliance Brief to write the cover summary.

Sharing with a third party

• Use a Secure Credential Profile link for an ad-hoc check on one employee.
• Use a Compliance Packet for a formal, dated deliverable.
• Use a matrix export when the reviewer wants to filter and analyze the data themselves.