Adding Assessment Summary Details to Inventory Reports

You can configure inventory column reports to include assessment summary details in the report view. These details can help you evaluate which inventory has had an assessment performed against them. You can also filter for assessments launched against the inventory to determine what actions are needed.

Note:

You must navigate to the PIA & DPIA Automation module to trigger a migration of data related to assessments that were previously performed on inventory records.

To add assessment summary details to inventory reports

  1. On the Reports menu, select Reports. The Reports screen appears.

  2. Click the name of the inventory column report to which you would like to add assessment summary details.
  3. Click the Configure button. The Select Fields to Display modal appears.


  4. Use the Right Arrow button to move fields that appear under the Assessment Summary category from the Available Fields section to the Visible Fields section.
  5. Use the Up Arrow and Down Arrow buttons to adjust the order in which the visible fields appear on the report.
  6. Click the Apply button. The Assessment Summary tab appears. On this tab, you can view individual records for each inventory and assessment combination.

To filter an inventory report by assessment summary details

  1. Open the inventory column report for which you want to filter assessment summary details.
  2. Click the Filter button. The Filter pane appears.

  3. Click the Add Filter button.
  4. In the Add Filter field, select the assessment summary details by which you want to filter.


  5. In the Equal To field, select the value(s) for which you want to filter.
  6. Click the Save button.
  7. Add additional filter criteria, as necessary.
    Note:

    Filters are compounded. Results must meet all of the filter criteria in order to be displayed.

  8. Click the Apply button.

To add document details to a report

Note:

Adding document details to a report is still a preview feature. To activate this feature contact OneTrust Support.

  1. On the Reports menu, select Reports. The Reports screen appears.

  2. Click the name of the inventory column report to which you would like to add assessment summary details.
  3. Click the Configure button. The Select Fields to Display modal appears.


  4. Use the Right Arrow button to move fields that appear under the Assessment Summary category from the Available Fields section to the Visible Fields section.
  5. Use the Up Arrow and Down Arrow buttons to adjust the order in which the visible fields appear on the report.
  6. Click the Apply button. The Assessment Summary tab appears. On this tab, you can view individual records for each inventory and assessment combination.