Export Entities — Kyboa

Silent walkthrough with on-screen captions. Any processing waits are shortened.
Worked example: John Doe, Acme Industries and PRINCE BANK PLC.

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Export Entities. Download a summary register of your maintained client records.

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Open Export and choose Entities.

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Choose Entity type, status and jurisdiction filters, or keep all records.

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Preview Entity Count checks how many maintained Entities match.

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Choose CSV and Generate Export to download the Entity summary register.

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Choose PDF and Generate Export for a formatted register.

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The Entity export is a summary register. Use View Entity → Export PDF for the full client record.

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Export Complete. Your Entity summary register downloads are ready to retain or review.