Export a report to PDF

export-pdf-reports-ccm.md

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

Navigate to All > Policy and Compliance > Compliance Workspace.
Select the list [Omitted image "ws-list-icon.png"] Alt text: List icon.
To generate a compliance case report, select All cases.
To generate a compliance request report, select All requests.
Open the compliance case or compliance request that you want to export as a PDF report.
Select the More actions [Omitted image "more-actions-menu.png"] icon.
Select Export PDF.

The Export PDF button appears only when a document template is specified in the record type.
Select the template to generate a PDF report.
Select Export.

A PDF report is generated and is available in the Attachments section of the record to download.
To download a local copy of the PDF report, select the More actions [Omitted image "more-actions.png"] icon on the PDF report, and select Download.

Parent Topic:Using Compliance Case Management

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---
title: Export a report to PDF
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/compliance-case-management/export-pdf-reports-ccm.html
release: australia
product: Compliance Case Management
classification: compliance-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Compliance Case Management, Governance, Risk, and Compliance]
---

# Export a report to PDF

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

## Procedure

1. Navigate to **All** &gt; **Policy and Compliance** &gt; **Compliance Workspace**.

2. Select the list \[Omitted image "ws-list-icon.png"\] Alt text: 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 \[Omitted image "more-actions-menu.png"\] 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 \[Omitted image "more-actions.png"\] icon on the PDF report, and select **Download**.

**Parent Topic:**[Using Compliance Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/compliance-case-management/use-compliance-case-management.md)