Billy gives you several ways to export compliance data: from full account-level reports to targeted project exports.
Option 1: Dashboard Reports (Account-Wide)
The Dashboard has 13 downloadable compliance reports covering your entire account. Find them by scrolling to the bottom of the Dashboard and clicking the Download button next to any report.
Non-Compliant: all vendors with outstanding issues across all projects
Directory Non-Compliant: Non-compliant items for vendor compliance at the company level (or Directory!)
Vendor Policies Expiring Soon: policies expiring in the next 30 days
Non-Responsive Vendors: vendors who haven't submitted required documents
Waived Insurance Requirements: all requirements marked as waived
General Liability Audit: GL details for all vendors
Workers Comp Audit: WC details for all vendors
Power Automate File: for use with Microsoft Power Automate workflows
Global Compliance: Compliance for all contracts and all vendors
Bounced Emails: Emails sent in the last 45 days that have "bounced" or been rejected by the receiver's domain
Newly Compliant: Vendors marked Compliant in the last 30 days
Monthly Usage: Vendor contracts for the previous month
Monthly Review Activity: Audit logs of certificate reviews by user
Each report downloads as an .xlsx file and opens in Excel or Google Sheets.
Option 2: Project-Level Export
To export compliance data for a single project:
Go to the Projects page and open the project.
Click the Export or Download button at the top of the vendor list.
The CSV will include all vendors on that project and their compliance details.
Option 3: Vendor Directory Export
To export a list of all vendors in your account with their overall compliance status:
Go to the Vendor Directory.
Apply any filters you need (status, project, trade type, etc.).
Click Export to download the filtered list as a CSV.
Troubleshooting: Export Not Downloading Correctly
Waived or Approved Non-Compliant items not appearing
The Waived Insurance Requirements report specifically covers items with a waived status. If you're looking for vendors with an Approved Non-Compliant status, check the Non-Compliant report and look for rows where the Notes to Vendor field indicates an exception was approved.
📝 Note: Waived and Approved Non-Compliant are two distinct statuses in Billy. If a specific combination isn't appearing in your export, contact Billy Support and we can pull a custom report.
File opens blank or with formatting issues
Try opening the file in Google Sheets (File > Import) instead of Excel, which can sometimes misread CSV formatting.
Make sure the file extension is .csv, not .txt.
If the file is completely blank, try a different browser or clear your browser cache and download again.
Export button is greyed out
Confirm you have the correct permissions for export (Admin or GC Admin role required).
If your role is Read Only, you won't have access to the export feature. Contact your Billy admin to request a role change.
Related Articles
Reporting
How to View Compliance by Project
The Billy Dashboard
Permissions