Download a CSV
On your ledger, choose Export CSV. The button shows once you have at least one record, on every plan. A file named licenseledger-export with the date downloads to your device.
What the file holds
One row per record, with these columns:
| Column | What it is |
|---|---|
category | The record's type |
name | Its name |
issuing_body | Who issued it |
item_number | Its number |
holder | Whose it is |
expiration_date | The date, as year-month-day |
notes | Your notes |
status and days_left | Where it stands on the day you exported |
Attached documents, renewal history and reminder days are not in the file.
A cell that starts with =, +, - or @ gets a leading apostrophe, so a spreadsheet doesn't run it as a formula.
Edit and import it again
The first seven columns match the import template, so an exported file can go back in through Import CSV. The import removes the apostrophe again.
Print a compliance summary
- On your ledger, choose Print summary.
- The Compliance summary opens with your business name, today's date and a count of records by status.
- With more than one record type, tick the types to keep under Include and choose Show selected. The summary then says which types it covers.
- Choose Print. Your browser's print dialog opens.
Each record is listed with its name and holder, type, issuer and number, expiration date and status. Notes are not shown. The Document column, which says whether a file is attached, is on screen only and does not print.
To give someone a link instead of paper, a paid plan can share a compliance page.