Guide · Updated 2026-10-02
How to Export a Training Matrix to PDF for a Client
Export a filtered, dated view of the workers the client cares about, with statuses that match today’s calendar and files attached or listed as required. A full-company dump usually creates questions, not confidence.
Quick answer
Confirm the format and sample, clear obvious expired critical items, then export PDF or spreadsheet plus evidence. Keep a copy with the job reference so you know what was sent.
Export checklist
- Ask whether they want PDF, spreadsheet, portal upload or a zip of certificates.
- Filter to the project, gang or named list.
- Verify dates and replace illegible scans.
- Export with a clear date in the filename.
- Store the sent pack alongside the client request.
What clients often reject
- Colour legends without names or dates
- Expired cards presented as current
- Missing agency workers who will be on site
- Screenshots that cannot be searched or verified
Honest limits
FieldClear helps you filter and export. It does not guarantee the client will accept the pack. Not legal advice.
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