Configuring a PDF Report

You can leverage PDF reports to capture information across the application and provide records as evidence to justify certain actions, which is a useful technical control method in the event of an audit. PDF reports can be a valuable tool that can help you achieve executive oversight of your organization's activities, especially when evaluating your privacy program's compliance with GDPR, CCPA, or other applicable privacy laws.

The content within PDF reports is built by adding sections on the View Builder tab on the PDF Builder screen. There are a variety of different section types available based on the data type of the report. For example, in Assessment type PDF reports, available section types include Assessment Details, Assessment Questions, and more. On the other hand, for Inventory type PDF reports, available section types include Inventory Attribute, Related Inventory, and more. You would then determine which section types to configure within your PDF report depending on the data you want to include and further configure the details for each section to meet your organization's needs.

To configure the report content

You can configure the content of the PDF report on the View Builder tab. On this tab, you will add and configure different section types for your report to help you capture the most important aspects of your privacy program.

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the link in the Report Name column for the PDF report you want to configure.

    The PDF Builder screen appears.

  3. Navigate to the View Builder tab.


  4. Click the Add Section button.
    The Add Section modal appears.

  5. Enter a name for the section and select the type of section you want to add.
    Note:

    Additional fields may appear on the Add Section modal depending on the section type you select.

  6. Complete the remaining fields, as necessary.
  7. Click the Save button.
    The section appears on the View Builder tab.
    Note:

    Additional configuration options may be available depending on the section type you added.

  8. Repeat steps 4 - 7 to add additional sections to the PDF report.

To configure the report settings

You can configure whether your PDF report includes a custom header to align with your organization's branding needs. In addition, you can define the paper size of the report as well as the page orientation in which the report will display.

Note:

Once configured, you can designate the PDF as your organization's default report template for the given object. For more information, see Setting a Default PDF.

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the link in the Report Name column for the PDF report you want to configure.

    The PDF Builder screen appears.

  3. Navigate to the Settings tab.


    Field
    Description
    Include Header

    Enable this setting to include headers on the report. Once enabled, you can then configure whether or not the header will appear on every page.

    Note:

    When this setting is enabled, OneTrust branding will appear in the header of the report by default. To remove the OneTrust branding, you can disable this setting. Alternately, you can replace the header with your own company branding by uploading an image in the Header Image field.

    Header on Every Page

    Enable this setting to include the header on every page of the report. If disabled, the header will only appear on the first page of the report.

    Note:

    This field only appears if the Include Header setting is enabled.

    Header Alignment

    Select whether to position the header image to the left, center, or right of the page.

    Header Image

    Click the Upload button to upload an image that will appear as the header on your report. Acceptable file types are .png, .jpg, or .jpeg. The file size can be no larger than 1 MB.

    Note:

    The recommended image size is 1378 px width x 181 px height. The Header Image field only appears if the Include Header setting is enabled.

    Paper Size

    Select the paper size of the report. Available options include A4 and US Letter.

    Page Orientation

    Select whether the orientation of the report should be Landscape or Portrait.

  4. Configure the report settings, as needed.
  5. Click the Save button.

To edit PDF report details

You can modify the name and description of the PDF report, if needed.

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the link in the Report Name column for the PDF report you want to edit.
  3. Click the Context Menu icon .
  4. On the Context menu, select Edit Details.
    The Edit Report modal appears.
    Note:

    You can also modify report details directly from the Reports screen. Click the Context menu icon for the PDF report you want to edit.



  5. Modify the report details, as necessary.
  6. Click the Submit button.