Compliance Export
The Compliance Export tool is used to generate audit-ready compliance reports across portfolios. This export helps teams review disposition activity over time and produce structured report files for downstream analysis or recordkeeping.
Available Filters
The Compliance Export view includes the following controls:
Date Range
Select the reporting window for the export. This can be set to a specific period or a broader range such as all time.
Disposition
Filter the export by disposition type or include all dispositions.
Mode
Choose the reporting mode for the export. Summary mode provides an aggregated view of disposition activity.
Format
Choose the file format for the export. CSV format produces a spreadsheet-compatible file for analysis.
Exporting a Report
To export a compliance report:
Select the desired date range.
Choose the disposition filter.
Select the report mode.
Select the export format.
Click Export.
When to Use Compliance Export
Teams typically use Compliance Export to:
support compliance reviews and internal audits
respond to audit requests with structured disposition data
analyze disposition trends across portfolios
maintain records for regulatory or operational documentation
Best Practices
Use date filters intentionally so exports reflect the correct review period.
Export compliance reports regularly if your team supports audit or regulatory review processes.
Document your export criteria and retention practices for internal compliance records.
Summary
Compliance Export provides a structured way to generate audit-ready reports from disposition data. With filters for date range, disposition type, mode, and format, teams can produce the exports needed for compliance reviews, audits, and trend analysis.