How can I export reports on Kinatico Compliance?

Kinatico Compliance lets you export your organisation's compliance reports as a CSV file, so you can review, share, or report on your data outside the platform.


What You'll Need:


  • Administrator access (System Owner or System Admin)
  • At least one record showing in the section you want to export

Time Required: 2 minutes

Instructions



Step 1: Open Insights and choose your report section


  • From the left navigation, select Insights
  • Select the tab for the report you want to export: Compliance, Activity, Monitoring, or Candidates
  • Apply any filters you want the report to reflect, since the export matches your current filters

Step 2: Select Export


  • Select Export, either from the top of the section or by clicking through each entity from the Detailed View table.

📌 Note: For Candidates, export is only available from the Detailed View, not from the top of the tab.


Step 3: Confirm the report details


  • A dialog opens explaining that your report can include up to 50,000 entries, with any additional records generated as a separate file
  • Enter a file name using letters and numbers only, or confirm the file name shown
  • Select Export (or Export CSV) to proceed

💡 Pro Tip: You can keep working while your report runs in the background. You'll receive a notification once it's ready to download.


Step 4: Download your report


  • Once you receive your notification, open it to download the exported CSV report

  • Review the exported report to identify departments or mobile app users that need follow-up
  • Re-run the report periodically to track compliance trends over time

Common Questions


Q: What file format does the report export in?

A: Reports export as a CSV file.


Q: Is there a limit to how much data I can include in a report?

A: Yes. Each report can include up to 50,000 entries. If your data exceeds this, the remaining records are generated as a separate file.

Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.

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