Video: Creating and downloading data

Last updated: October 13, 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 support@complyadvantage.com.

1. Click "Insights"

In the main navigation, click "Insights" to begin the data export process. Creating and downloading exports needs the Supervisor or Admin system role, or a custom role with the exports permission.

The Mesh navigation with the Insights tab highlighted

2. Click "My exports"

Select "My exports" from the Insights menu.

The Insights menu open with

3. Click "Create"

Click "Create" in the top right to create a new export.

The My exports page with the Create button highlighted in the top right

4. Name the export

Give your export a name.

The New export form with the export name field filled in

5. Select the export type

Choose from the four export types. They help you show auditors that you have screened customers according to your risk-based approach, and the linked article describes what each type contains so you can pick the one that holds the rows you need. In this example, we select Customer.

The four export types listed on the New export form, highlighted as a group

6. Open the date range selector

At the bottom of the page, click the date range selector.

The date range field at the bottom of the New export form with its calendar icon highlighted

7. Select the start and end dates

Select the start and end dates the export should cover.

The date range calendar open with a start and end date selected

8. Click "Apply"

Click "Apply" to confirm the date range.

The date range calendar with the Apply button highlighted

9. Click "Create"

Click "Create" to finalise the export.

The New export form with the Create button highlighted in the top right

10. Go back to "My exports"

Go back to "My exports" to review the export you just created. It appears at the top of the list with the status In progress while it is being prepared.

The My exports list with the new export in the top row highlighted

11. Check the export status

Once complete, the export status shows as Completed. You might have to refresh your page for the status to update.

The My exports list with the new export showing the status Completed

12. Click "Download"

Download the completed export file to your device for further analysis or record keeping. The file is a .csv.

The My exports list with the Download link on the completed export highlighted

13. Check the export file

Open the .csv in a spreadsheet application and edit it as you need.

The downloaded export open in a spreadsheet

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