How to download reports in the UK Client Portal

Downloading a report

This is what the case details look like for an individual case in the UK Client Portal

Case Details – This shows the basic information relating to the case, such as Candidate Name, Candidate Email Address, Requestor, Level, Date Requested and Date Required.

Findings – This is an overview of the components of the case, it will show information such as any alerts and entries in the enquiry log. For full explanation, please refer to section 8 below.

Notes – This function allows you to, at any stage of the screening process, add a note to the case. For more information, please refer to section 9 below.

Attachments – This is where you can both upload new attachments and view those added by Certn, the candidate or even yourself. For more information, please refer to section 10 below.

To view the report in its entirety, you can click on the ‘pdf report’ option which will generate the report as a pdf which can then be downloaded.

Downloading multiple reports

We advise all clients to download their PDF reports as soon as they are completed, however if you need to download multiple reports, please use the Blue download button when you are on the Main Case page (see image below)

Press the blue Download button and all the reports will be downloaded. We advise clients who have been migrated to the new CertnCentric Portal to do this.