Creating an Activity Report

You can create Activity Reports to view audit logs in Excel or CSV format, making it easier to analyze activity tracking across multiple objects and solutions, offering deeper insights into system usage and performance trends.

Note:

Historical data is not currently available in Activity Reports. The OneTrust team is still working to migrate recent data for activity tracking in reporting.

To create an activity 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 the Custom Report template and then click the Next button.
    The Report Details screen appears.

    Field
    Description
    Report Name

    Enter a name for the report.

    Report Description

    Enter an optional description for the report.

    Data Source

    Select the data source that will be used to pull the activity history. Only the data sources below can be used to create an Activity Report:

    • Audit Management

    • Compliance Automation

    • Data Mapping Automation

    • Exception Management

    • Incident Management

    • Issues

    • IT & Security Risk Management

    • Risk

    • Task

    • Third-Party Risk Management

    Report Type

    Select Column.

    Data Type

    Select the data type for which you want to create the report. Data is currently available for the following objects:

    • Audits

    • Contracts

    • Control Implementations

    • Control Library

    • DSAR Requests

    • Findings

    • Incidents

    • Initiatives

    • Inventories

    • Issues

    • Engagements

    • Exceptions

    • Objectives

    • Privacy Notices

    • Risks

    • Tasks

    • Workpapers

    Create Activity Report
    Enable this setting to create a column report with activity data for the selected data source and data type. The report includes activity columns only.
    Note:

    Enabling the activity report during creation will only provide activity data in a column report that can be exported. This will not export the current state of primary data. Disable the activity report if you would like to export information related to the current state of data.

    Visible Modules

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

  4. Complete the fields, as necessary.
  5. Click the Create button. Your report will be created and can now be configured.
  6. Using the Column Selector pane, drag-and-drop fields into the Report Preview using one of the following methods:

    • To add single fields, drag-and-drop the field from the Column Selector pane into the Report Preview in the order in which you want the columns to appear.

    • To add multiple fields, use CTRL, CTRL + SHIFT, or the relevant hot key combination for your operating system to select the necessary fields. Then drag-and-drop the fields from the Column Selector pane into the Report Preview.

    As the relevant columns are added to the report, the Report Preview will update with the values provided for each column. The following columns can be used when creating Activity Reports:

    • Action

    • Change Attribute Name

    • Change Date

    • Change Description

    • Change Timestamp

    • Changed By

    • Description

    • Event Type

    • Module

    • New Value

    • Object Name

    • Object Type

    • Old Value

  7. Finalize the data that you want to include in your column report.
    Note:

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

  8. Click the Save button to save the report configuration.
  9. To export the Activity Report, you can click the Export button to immediately export the file as a .xlsx file. Alternatively, you can click the Arrow button to select between exporting the report as an Excel (.xlsx) file or CSV (zipped .csv) file. Once the export is complete, the file can be downloaded by clicking the Notifications icon on the Global Header and clicking the file on the Notifications popover.