> ## Documentation Index
> Fetch the complete documentation index at: https://sigma-docs.pastelhq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Generate and manage CDD reports

### CDD Reports

A CDD report is a compliance-ready document that summarises all verification, risk assessment, and screening outcomes for a specific customer. Reports can be generated at any point after CDD checks have been completed, and are designed for use in internal compliance reviews, audit submissions, or regulatory requests.

<Card title="Example:" img="https://mintcdn.com/pastelafrica/ntjYoizWRm54Uo2_/images/cdd/result.png?fit=max&auto=format&n=ntjYoizWRm54Uo2_&q=85&s=dccc19b061cb202a6653a7a3ed70092e" width="2391" height="1428" data-path="images/cdd/result.png">
  CDD results view from the Sigma dashboard
</Card>

### What a Report Contains

A generated CDD report includes the following sections depending on your template configuration:

| Section                   | Contents                                                                                                |
| ------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Customer Details**      | Name, unique ID, customer type, date added, KYC level                                                   |
| **Risk Summary**          | Risk tier (low / medium / high), risk score, and the factors that contributed to the score              |
| **Identity Verification** | Status and outcome of each identity check run (pass, fail, pending), including the data sources used    |
| **Screening Results**     | PEP match status, sanctions match status, adverse media findings, and confidence scores for any matches |
| **Verification History**  | A log of past CDD runs for the customer, including dates and workflow names                             |
| **Compliance Notes**      | Any analyst notes or decisions recorded against the customer record                                     |

### Report Templates

A **report template** defines which sections and fields appear in a generated report. Templates let you create different report formats for different purposes, for example a concise onboarding summary versus a detailed audit report.

**To create a report template:**

1. Open **Reports** in the CDD section of the Sigma Dashboard
2. Click **Create Template**
3. Give the template a name (e.g. "Onboarding Summary", "Quarterly Review", "Audit Report")
4. Select the sections and fields to include
5. Save the template

You can create as many templates as needed. If you only need one format, use the default template that comes pre-configured in your account.

### Generating a Customer Report

Once a template is configured and CDD checks have been run, you can generate a PDF report for any customer:

1. Open a **Customer** record in Sigma
2. Click **Generate Report**
3. Select a report template (or use the default)
4. Download the generated PDF

<Card title="Sample CDD Report" img="https://mintcdn.com/pastelafrica/oBwcsNr1QT2ndO0N/images/cdd/cdd-report.png?fit=max&auto=format&n=oBwcsNr1QT2ndO0N&q=85&s=fe7a2fd68bb97d251faebe97a867eb36" width="1595" height="1517" data-path="images/cdd/cdd-report.png">
  Example of a generated CDD report
</Card>

<Note>
  Reports reflect the most recent CDD data on file for the customer. If you need the report to capture a fresh check, run CDD first before generating.
</Note>

### Generating Reports via API

You can also generate reports programmatically using the CDD API. This is useful if you need to trigger report generation as part of an automated workflow, for example producing a report automatically after each CDD run completes.

<Note>[See the Generate Report API reference](../../api-reference/cdd/endpoint/generate-report)</Note>

### Using Reports for Compliance

CDD reports serve several compliance purposes:

* **Onboarding approvals**: attach a report to an onboarding decision to document that the customer was verified and screened before account activation
* **Periodic review records**: generate a report after each scheduled review to maintain a timestamped compliance record
* **Audit evidence**: provide regulators or auditors with a structured record of your due diligence process for any customer
* **Escalation documentation**: when a customer is flagged as high risk or referred for enhanced due diligence, the report provides the investigation record

<CardGroup cols={2}>
  <Card title="Customers & Groups" icon="users" href="/products/cdd/customers">
    View customer records and run CDD checks.
  </Card>

  <Card title="Workflow" icon="database" href="/products/cdd/create-workflow">
    Configure CDD workflows and checks.
  </Card>
</CardGroup>