Viewing Assessment Details on PDF Reports

The Assessment Detail section type allows you to include details defined for the assessment, such as the assessment ID, name of the assessment, approver(s), respondent(s), and more. This section type can be added in Assessment type PDF reports created using the following data sources: PIA & DPIA Automation, Third-Party Risk Management, Third-Party Risk Exchange.

For example, you could use this section to reference background information about the assessment directly in the report, which can help provide important context while you are evaluating other aspects of the assessment, such as understanding which questions were asked in the assessment during editorial review.

To add an Assessment Details section

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Create or launch a custom Assessment type PDF report.
  3. Click the View Builder tab.
  4. Click the Add Section button.
    The Add Section modal appears.

    Field
    Description
    Section Name

    Enter a name for the section.

    Section Type

    Select Assessment Detail.

  5. Complete the fields, as necessary.
  6. Click the Save button.

To configure the assessment attributes

You can configure the attributes for the assessment that will appear on the report and adjust the order in which they appear, as needed.

  1. Click the Manage Attributes button.
    The Select Fields to Display modal appears.

  2. Use the Left Arrow and Right Arrow to move selected fields between the Available Fields and Visible Fields sections.

    The fields in the Visible Fields section will appear on the report.

  3. Use the Up Arrow and Down Arrow to adjust the order in which the visible fields appear.
  4. Click the Apply button. The selected attributes will appear on the View Builder tab.