A list of every spreadsheet and PDF you can download, and where to find it.
| What | Where | Format |
|---|---|---|
| Compliance register (active, offboarded or both) | Compliance → Download compliance register | Excel |
| The compliance rows on screen | Compliance → Download this list only | Excel |
| Bulk reminder queue | Compliance → Bulk reminders → Download list | Excel |
| Active or offboarded staff list | Staff → Full table → Export active only / Export offboarded only | Excel |
| Activity log (what's filtered, up to 5,000 lines) | Activity log → Export to Excel | Excel |
| Survey responses | Staff Survey → a survey → Download responses | Excel |
| A completed reference | Profile → Interviews & Refs → PDF | |
| A staff profile | Profile → printer icon | Print / PDF |
| The Reports dashboard | Reports → Print / Save as PDF | Print / PDF |
| Your invoices | Settings → Subscription → Billing history → PDF | |
| Recruitment import template | Recruitment → Template | Excel |
Text that looks like a spreadsheet formula (for example starting with =) is made safe in every export, so a file can't run hidden formulas when opened.
Warning: Exports contain personal information. Keep them in a secure place, share only what's needed, and delete copies you no longer need.
Last reviewed 2026-11-06.