Export a report to PDF

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create Portable Document Format (PDF) reports for compliance cases or requests using predefined or customized templates in the GRC: Compliance Case Management application. This feature enables the stakeholders who may not have access to the application can still access the data.

    Before you begin

    Role required: sn_comp_case.compliance_​case_analyst

    About this task

    You can export compliance data to PDF reports for easy sharing with audit teams, partners, or internal committees, eliminating the requirement for application access. A compliance administrator can select a predefined template or create a customized document template to generate reports. For more information, see Configure a PDF document template.

    Procedure

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. Select the list icon.
    3. To generate a compliance case report, select All cases.
    4. To generate a compliance request report, select All requests.
    5. Open the compliance case or compliance request that you want to export as a PDF report.
    6. Select the More actions icon.
    7. Select Export PDF.
      The Export PDF button appears only when a document template is specified in the record type.
    8. Select the template to generate a PDF report.
    9. Select Export.
      A PDF report is generated and is available in the Attachments section of the record to download.
    10. To download a local copy of the PDF report, select the More actions icon on the PDF report, and select Download.