Kyboa — documentation librarykyboa.com

Export Screenings as CSV and PDF

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

← Documentation library

1. Before you start

Export a register of completed screenings by type, date range or a selected Entity.

Only screenings with Completed status are included. Choose the screening type and the period you want to export. A register summarises screening records; the full screening report is downloaded from each screening separately.

Worked example

Completed Company and Individual screenings

Watch the workflow

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

Watch the walkthroughRead the transcript

2. Choose type and date range

  1. Open Export and choose Screenings.
  2. Select Company for the first example.
  3. Set From Date and To Date to include the records you need. The example uses 4 October 2026 for both.
  4. Choose Preview Export Count to check the matching completed records.
Company selected with the example screening export date range.
Figure 1. Company selected with the example screening export date range.
Preview Export Count shows the number of matching completed Company screenings.
Figure 2. Preview Export Count shows the number of matching completed Company screenings.

3. Download CSV

  1. Select CSV.
  2. Choose Generate Export.
  3. Open the downloaded CSV in your spreadsheet software and check the records.

Open the actual Company screening CSV example.

CSV selected for a completed Company screening register export.
Figure 3. CSV selected for a completed Company screening register export.

4. Download PDF

  1. Select PDF.
  2. Choose Generate Export.
  3. Open the downloaded register and check the type, dates and rows.

Open the actual Company screening register PDF.

PDF selected for a formatted Company screening register.
Figure 4. PDF selected for a formatted Company screening register.
First page of the actual Company screening register PDF.
Figure 5. First page of the actual Company screening register PDF.

5. Export Individual or Entity screenings

Choose Individual, preview the count and generate CSV or PDF in the same way.

Open the Individual screening CSV example · Open the Individual screening register PDF.

Choose Entity and select a maintained Entity to export only its completed screening history. You can also open Export Screenings from that Entity’s Screening History. Check the dates and preview before downloading.

Preview of matching completed Individual screenings.
Figure 6. Preview of matching completed Individual screenings.
The Entity screening export option provides a maintained Entity selector.
Figure 7. The Entity screening export option provides a maintained Entity selector.

6. If the preview is empty

Check the screening type, date range and selected Entity. Running, waiting, failed or degraded screenings are not included by the Completed-only export. If an Entity’s history contains different screening types in the chosen period, follow the message to select a period containing one type.

7. Check completion

  • The selected type, dates and optional Entity are correct.
  • The preview count is the expected number of completed screenings.
  • The downloaded CSV or PDF opens and contains the expected records.