Dashboards & Reporting - April 2, 2026 - 202604.1.0

Fixed

• Resolved an issue that prevented users from exporting content via the View builder tab of the PDF builder.

• Resolved an issue that prevented Assessment Data tables on Insights Dashboards from displaying Measures for Medium Risks.

Existing Public Preview Features

Conversational Analytics Insights Chatbot

|Available with Solution Packaging Only

Ask natural-language questions about your Insights data using the Copilot chatbot in the OneTrust Platform when the Conversational analytics setting is enabled in Global Settings. This feature reduces the manual effort required to create reports and dashboards by generating summaries, tables, and visualizations using existing out-of-the-box reporting data. The Copilot chatbot supports analysis for the following objects:

• AI Governance inventories:

  • AI systems

  • Datasets

  • Models

  • Projects

• Assessments

• Contracts

• Controls / Control implementations

• Engagements

• Inventories:

  • Assets

  • Entities

  • Processing activities

  • Vendors

• Privacy requests and subtasks

• Risks

For more information, see Using Conversational Analytics Insights Chatbot.

Insights Dashboards

Utilize highly customizable reporting and analytic capabilities using Insights Dashboards that are built through Power BI by Microsoft and embedded in the OneTrust Platform to analyze data captured across various products throughout the platform. The following seeded dashboards are available under Public Preview:

• Data Governance Dashboard

• Data Discovery Dashboard

• Access Intelligence Dashboard

Expanded Custom Attributes for Privacy & GRC Insights Dashboards

Track additional metrics by adding up to 10 custom attributes to each tab on custom Insights Dashboards created using the Privacy and Governance, Risk, Compliance data sources. This enhancement provides more flexibility in customizing your Insights Dashboards, allowing you to visualize unique data points relevant to your organization’s business context.

For more information, see Using Object-Based Attribute Tables for Custom Insights Dashboards.

Things to Know

Insights as Default for Net New Customer Accounts

Starting in the OneTrust 202410.1.0 release, Insights Dashboards will be the default dashboard experience for all new OneTrust accounts. Users within new OneTrust accounts created after the respective environment is upgraded to 202410.1.0 will now see Insights Seeded Dashboards when available for a given module. Legacy dashboards will only appear for modules that do not currently have an Insights Seeded Dashboard. Existing accounts that already have access to Legacy Dashboards will not be affected by this change.

About Known Defects

Issues that may impact our customers are documented in our Known Defects Database located here with approved workarounds and targeted releases for resolving the issue.