Customizing Question Sections for Assessment PDF Reports
You can configure assessment PDF reports to include or exclude question sections to align with your organization's reporting needs for a specific target audience.
Assess Risks for Potential Impacts
Configure a PDF report to only show a list of risks identified in a given assessment. Including risks as section options helps organizations assess and mitigate potential risks before incidents occur and crisis management becomes an issue.
Click the Reports menu, then select your desired report. On the PDF Builder screen, add a new section in the View Builder tab.
Enter a name in the Section Name field. Select Assessment Question as the Section Type.
Enable Exclude Skipped Questions to remove skipped questions from the report. Enable Exclude Question Numbers to remove numbering from the assessment questions.
In the Section Options, enable Risks as the only option. You can also include Section Headers and Response to provide structure and context for the report.
Click the Save button to add the new section to the report. Select the Edit icon button to make updates to the section.
Export the report and review the question risks.
Review Questions for Editorial Oversight
Configure a PDF report to only show questions. Understanding which questions were asked in an assessment and why provides important context during editorial review.
Click the Reports menu, then select your desired report. On the PDF Builder screen, add a new section in the View Builder tab.
Enter a name in the Section Name field. Select Assessment Question as the Section Type.
Enable Exclude Skipped Questions to remove skipped questions from the report. Enable Exclude Question Numbers to remove numbering from the assessment questions.
In the Section Options, leave Question as the only marked option. You can also include Section Headers and Response to provide structure and context for the report.
Click the Save button to add the new section to the report. Select the Edit icon button to make updates to the section.
Export the report and review the questions asked in the assessment.
Provide Justification During Audits
Configure a PDF report to only show justifications. Justifying your processing activities in your reports is a useful control implementation method in the event of an internal or external audit.
Click the Reports menu, then select your desired report. On the PDF Builder screen, add a new section in the View Builder tab.
Enter a name in the Section Name field. Select Assessment Question as the Section Type.
Enable Exclude Skipped Questions to remove skipped questions from the report. Enable Exclude Question Numbers to remove numbering from the assessment questions. OneTrust recommends that including skipped questions and question numbers should be a best practice in the event of an audit.
In the Section Options, leave Justification as the only marked option. You can also include Section Headers and Response to provide structure and context for the report.
Click the Save button to add the new section to the report. Select the Edit icon button to make updates to the section.
Export the report and review the justification responses.