Video: Creating and downloading data

Last updated: April 8, 2026

In this guide, you will learn how to create and export data in Mesh.

 

When logging in to your account, please ensure you select the correct region, which will be one of the following:

You can find the link to your region in the onboarding email you received (look for the "Welcome to ComplyAdvantage" email).

 

If you can’t find the email, don't worry! You can always contact our support team at [email protected].

1. Click "Insights"

First, navigate to the "Insights" tab.

Click 'Insights'

2. Click "My exports"

Select "My Exports."

Click 'My exports'

3. Click "Create"

Start by creating a new export.

Click 'Create'

4. Add an export name

Fill in the export name.

Add an export name

5. Select an export type

Select the type of export you wish to download. As you can see, we offer four different types of exports.

Select an export type

6. Customer Screening Export

First, the Customer Screening export provides details on your Onboarding cases.

Customer Screening Export

7. Customer Export

The Customer export enables you to download various datapoints on your Customers.

Customer Export

8. Screening and Monitoring Cases Export

The Screening and Monitoring Cases export includes details on your Onboarding and Monitoring cases.

Screening and Monitoring Cases Export

9. Profile Export

Lastly, the Profiles export includes details on the Profiles returned within Cases.

Profile Export

10. Add a date range

Once you've chosen your export, it's time to select the date range.

Add a date range

11. Select the relevant dates

You can choose from the options on the left or you can add in your own dates as we have done here.

Select the relevant dates

12. Click "Apply"

Apply the selected dates.

Click 'Apply'

13. Click "Create"

Finalize and create the export.

Click 'Create'

14. Status - In progress

When you create the export, the status will say In progress.

Status - In progress

15. Status - Completed

Once the download is complete, the export status should say Completed. You might have to refresh your page for the status to update.

Status - Completed

16. Click "Download"

Download the completed export.

Click 'Download'

17. Find your export

Navigate to the location on your computer where your downloads are stored. Open the Excel file, and you will find the exported data within.

Find your export

We hope this guide helped you learn how to create and download data exports in Mesh.