Creating a Report

You can create a new report to display information such as details about your assessments, inventory records, consent transactions, and data subject requests on the Create a Report screen. Reports can be created using one of the Reports Gallery templates that are pre-configured with module-specific fields or created manually using the Custom Report template.

To create a report using a Reports Gallery template

Note:

For more information on available Reports Gallery templates along with the corresponding data sources and data types, see Using Reports Gallery Templates.

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the Create New button.
    The Create a Report screen appears.

  3. In the Data Source section, select a data source. The Reports Gallery will populate with suggested templates based on your module selection. You can also search for templates by name or filter between PDF or Column report types using the Show field.
  4. Select one of the pre-configured templates. Then click the Next button.

    The Report Details section appears.

  5. Enter a name for the report along with an optional description and verify that the report details are correct for your reporting needs.


  6. Click the Create button. Your report is created and can now be configured.
    Note:

    For more information on configuring reports, see Configuring a PDF Report or Creating a Column Report.

To create a custom report

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the Create New button.

    The Create a Report screen appears.

  3. Select Custom Report. Then click the Next button.

    The Report Details screen appears.

  4. Complete the fields, as necessary. For more information, see Custom Report Details Screen Reference.
  5. Click the Create button. Your report is created and can now be configured.

Custom Report Details Screen Reference



Field
Description
Report Name

Enter a name for the report.

Report Description

Enter an optional description for the report.

Data Source

Select the source of the data that you will be including in the report.

Note:

The remaining fields on the Report Details screen will vary depending on the selected data source.

Report Type

Select either Column or PDF.

Note:

The report types available will vary depending on the selected data source.

Data Type

Select the primary object on which you want to create the report.

Note:

For reports created using the PIA & DPIA Automation data source, the values in this field will represent individual assessment templates.

Visible Modules

This field is read-only and will automatically populate based on the values selected in the Data Source and Data Type fields.

Triggered Template (Column reports with assessment template data types only)

This field is dependent on the assessment template selected in the Data Type field and the selection status of the Choose Triggered Template check box, which determines whether data for related assessments are included within the column report.

  • If the Choose Triggered Template check box is not selected, related assessments will not be included in the report and the Triggered Template field will be read-only.

  • If the Choose Triggered Template check box is selected and related assessments exist for the assessment template selected in the Data Type field, the Triggered Template field will become available for you to select a related assessment template. If no related assessments exist, the field will remain read-only with a value of None.

Include source identifier as prefix (Column reports with assessment template data types only)

Select this check box to add a prefix that identifies the source record where the data originated from. To exclude a prefix, clear this check box.

To create a copy of an existing report

You can create a copy of an existing report to use as a starting point for your next report or to make a copy of a report that is visible to a related child organization. When reports are initially created, the report will only be visible to the organization that created the report and any of its parent organizations. However, when an existing report is copied, you can specify whether to create the copy of the report within your current organization or within any related child organizations below that organization in the organizational hierarchy.

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the Context menu icon for the report you want to copy.
  3. On the Context Menu, select Copy.
    The Copy Report modal appears.

  4. Enter a name for the report and select the organization to which the report should be visible.
    Note:

    By default, the organization will be set to the current organization where you are creating the copy. However, you can change this selection to any related child organizations below the current organization in the organizational hierarchy, if needed. If a child organization is selected, the report will be visible within that organization and any of its parent organizations.

  5. Click the Submit button. screen.
    A copy of the report will appear on the Reports