The «Report Download» tab allows you to generate PDF reports and manage report templates.

Warning!
The validation of reports takes place within the KYC files (see section 02.07).

Download a report #

1. Open the «Report Download» tab.

2. Select one or more clients to include in the report.

3. Choose the report template to use.

4. Start the report download

Create a report template #

A template allows you to define the sections that will appear in the report. In VIGIL KYC, a tag corresponds to a section of the application, for example, risk analysis.

1. Click on "create a new template".

2. Choose the tags to include in the report.

3. Change the order of the tags if necessary.

4. Assign a name to the template.

5. Save the template.