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Understand messages from the Compliance export

1 min read

The Compliance export now explains why an export didn't work, so you can fix it yourself or ask the right person for help.

Before you start

You need a role that can view compliance filings. If you can't see filings, ask your account administrator.

Steps

  1. Go to Reports. The Compliance category is listed as available.
  2. Open Compliance and choose the filing form and period you want to export.
  3. Click export.
  4. If the export fails, read the reason shown next to the form. For example, it may say the form or period isn't available.
  5. If the page says you don't have access to filings, contact your administrator. Retrying won't help.

Result / verify

A successful export downloads a correctly named PDF of the filled state form. If an export fails, you see the actual reason. If you lack access, the page tells you so, rather than saying the filings couldn't be loaded.