---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Export a report to PDF

# Export a report to PDF {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://www.servicenow.com/docs/access?context=configure-editable-pdf&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US).

## Procedure

1. Navigate to AllPolicy and ComplianceCompliance Workspace.
2. Select the list ![List icon.]() 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 ![More actions icon.]() 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 ![More actions icon.]() icon on the PDF report, and select Download.

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