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Generate Monitoring Reports (Excel)

Export Reports Filtered by Status or Name

Monitoring lets you generate compliance-ready reports of your monitored entries and results for review, sharing, and archiving. For a full breakdown of every column in the report, see Monitoring Report: Column Reference and User Guide.

Need a report for just one entity instead? This article covers the bulk Excel report across all (or filtered) monitored entries. If you only need a shareable snapshot for a single monitored entity, see PDF Report for Monitoring instead.

In this article:

→ Generate and Download a Report
→ Create a Filtered Report by Name

Generate and Download a Report

  1. In the Monitoring toolbar, use the All Entries dropdown to select a filter: All Entries, Real matches, False matches, or New matches.
  2. Click Download report in the top-right toolbar. The report will be scoped to whatever filter (and search, if applied) is currently active on the Monitoring list.
  3. The portal begins generating the file. Once ready, you'll receive a notification on the Notifications panel and via email (if email notifications are enabled on your account).
  4. Download the file from the Notifications panel.

Format: Excel (.xlsx)

Create a Filtered Report by Name

If you only need a report for specific monitored entries, use the search bar to narrow the list before generating your report.

  1. In the Monitoring toolbar, enter a full or partial name in the Search bar to locate the entries you need.
  2. Follow the steps above in Generate and Download a Report to download the filtered results.

Tip: Use a partial name when you're not sure of the exact spelling. This helps you quickly surface all relevant entries.

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