Creating Column Reports of AI Inventory Summaries

Note:

Column reports for AI Inventories is currently under Public Preview. Please contact OneTrust Support to request early access.

OneTrust PDF Reports provide a flexible and customizable way to collect, categorize, and analyze data from various activities within an organization. Using the Custom option or any of the available seeded data type options will enable users, such as privacy professionals and executive teams, to better understand project-related data and make informed decisions.

All available system and custom attributes can be used in the column report. For more information on managing attributes for AI inventories, see Managing Attributes for AI Governance.

To create a custom report

  1. On the Reports menu, select Reports. The Reports screen appears.

    The Reports screen appears.

  2. Click the Create New button.

    The Create a Report screen appears.

  3. Select AI Governance as the Data Source.
  4. Select the Custom Report option.
    Note:

    You could also choose any of the available data type options (Projects, Models, Dataset) to create a report with seeded columns unique to each option type.


    Create a report screen
  5. Click the Next button.

    The Report Details screen appears.

  6. Choose the Column report type.
  7. Complete the report name and description fields. Choose your data type preference from the list:

    • Dataset Summary

    • Model Summary

    • Project Summary


    Report details screen
  8. Click the Create button.

    The report details screen appears with a blank preview screen with all available attributes listed on the left side.

To add or remove columns

  1. On the report details screen, click and drag one of the attributes on the left side over to the report preview. Drop the column in the highlighted space between two columns.

    Report details screen
  2. To remove a column, click the Context Menu icon next to the column name and then select Remove. The column will be added back to the list on the left-hand side.

    Remove a column
  3. You can also use the Move Column option in this context menu to organize the column order. The modal will ask whether to move the given column Before or After a column of your choice.

    Move a column

To sort column values

  1. On the report details screen, hover over a column name to reveal the Context Menu icon.
  2. Select Sort Ascending or Sort Descending to organize your column values according to your preference.

    Column values sorting
  3. Use the pagination and show row number options to view more of the report.

To filter report columns

  1. On the report details screen, click the Filter icon. A side pane appears.
  2. Click the Add Filter button.
  3. For the Field, choose one of the listed attributes.
  4. Select either Equal To or Not Equal To, then choose your desired value to include or exclude results.

    A filter for report columns
  5. Click the Save button to exit the modal.
  6. Click the Apply button to exit the pane. The report details screen will update with your filtered preferences.

To download your report

  1. On the report details screen, click the down arrow next to the Export button to choose the file type as Excel or CSV.

    Export button
  2. A task notification will appear when your report is ready for download.

To update report details

  1. On the report details screen, click the Context Menu icon.
  2. Select Edit Details.

    The Edit Report modal appears.

  3. Update the report name and description as necessary.
  4. Click the Submit button to save your changes.