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Export Entities as CSV and PDF

Version: 1.0Date: 4 October 2026Audience: Kyboa users

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1. Before you start

Export a maintained Entity summary for audit or management evidence.

The Entity export is a summary register of maintained clients, including identity, lifecycle, monitoring and latest-screening information where available. It is not a full raw data export.

For evidence of all data held on a particular client, use View Entity → Export PDF; see Entity PDF export.

Worked example

John Doe, Acme Industries and PRINCE BANK PLC.

Watch the workflow

The video is silent with captions. Any processing waits are shortened.

Watch the walkthroughRead the transcript

2. Choose filters and preview

  1. Open Export and choose Entities.
  2. Choose Entity Type, Status and Jurisdiction, or keep the all-records options used in the example.
  3. Choose Preview Entity Count and check how many records match.
Entity summary export with all types, statuses and jurisdictions selected.
Figure 1. Entity summary export with all types, statuses and jurisdictions selected.
Preview Entity Count shows the maintained Entities matching the filters.
Figure 2. Preview Entity Count shows the maintained Entities matching the filters.

3. Download CSV

  1. Select CSV.
  2. Choose Generate Export.
  3. Open the CSV and check the selected clients and summary columns.

Open the actual Entity summary CSV example.

CSV selected for the Entity summary register.
Figure 3. CSV selected for the Entity summary register.

4. Download PDF

  1. Select PDF.
  2. Choose Generate Export.
  3. Open the landscape PDF and check the filters, row count and client summaries.

Open the actual Entity summary PDF example.

PDF selected for the Entity summary register.
Figure 4. PDF selected for the Entity summary register.
First page of the actual Entity summary PDF with the three example clients.
Figure 5. First page of the actual Entity summary PDF with the three example clients.

5. If records are missing

Review the type, lifecycle status and jurisdiction filters and preview again. The export reflects the maintained Entity data at download time; a blank latest-screening field can mean no screening has yet been run for that Entity.

6. Check completion

  • The filters match the intended client population.
  • The preview count is correct.
  • The downloaded CSV or PDF opens and includes the expected Entities.
  • You have used View Entity → Export PDF separately if a full client record is needed.