Creating a data export

Last updated: November 4, 2026

You can export data about customers, customer screening, cases and profiles from ComplyAdvantage Mesh as a .csv file. (See also: What are data exports?)

  1. Select the Insights tab.

  2. Select My exports.

    Insights menu open in the top navigation with the My exports option highlighted

  3. You see the export page. This is what it looks like when no export has been created yet.

    My exports page with no exports created yet and the Create button highlighted in the upper right

  4. Click Create in the top-right corner.

  5. Fill out the details about your export:

    • Export name: Enter a name that will help you easily identify your export later.

    • What data do you want to export?: Choose from customer screening, customer, screening and monitoring cases or profiles. 

      New export form with the Export name field, the types of data available to export, and the Date range field

    • Date Range: Select your required date range. Click Apply to confirm your date selection.

      Date range picker with preset ranges such as Today and Last 30 days, a two-month calendar, and the Apply button

  6. Click Create.

    New export form with an export name entered, the Customer data type selected and the Create button highlightedNew export form with an export name entered, the Customer data type selected and the Create button highlighted

  7. The new export appears in your export list as In progress. Depending on the amount of data being exported, it might take a few minutes for the file to generate.

    My exports list with a new Customer export showing the status In progress

  8. When the export shows as Completed it is ready to download. You can refresh the page to see whether it's ready or return to the Exports page later to see all your exports.

    My exports list with the export showing the status Completed and a Download link

  9. See our guide to downloading an export.