How to convert a Case into a Report


Create a report from a case
Once you have decided to escalate the Case into a report and all the collateral is ready to do, you can choose to either:
- Create and File a SAR
- Create and Export (to file external) an STR
- From the Unit21 dashboard, go to Cases, then find your case:


- Click Create FinCEN SAR or Create goAML STR accordingly:


SAR
- Follow the prompt to create a SAR:


STR
- Follow the prompt to create a STR:


Updated 3 months ago
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