Exporting Data out of OneTrust

You can export data from the OneTrust Platform, if needed. The following tables outline export instructions for data that can be exported across various products in the platform. 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, unless otherwise noted.

AI Governance

AI Governance

Export

Instructions

AI system

  1. On the AI Governance menu, select Inventory > AI systems.

  2. On the AI systems list screen, hover over the AI system you want to export.

  3. Click the Context Menu icon and select Export as PDF.

AI systems list screen

  1. On the AI Governance menu, select Inventory > AI systems.

  2. On the AI systems list screen, click the Export button.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Assessment

  1. On the AI Governance menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the AI Governance menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Datasets list screen

  1. On the AI Governance menu, select Inventory > Datasets.

  2. On the Datasets list screen, click the Export button.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Model

  1. On the AI Governance menu, select Inventory > Models.

  2. On the Models list screen, hover over the model you want to export.

  3. Click the Context Menu icon and select Export as PDF.

Models list screen

  1. On the AI Governance menu, select Inventory > Models.

  2. On the Models list screen, click the Export button.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Project

  1. On the AI Governance menu, select Inventory > Projects.

  2. On the Projects list screen, hover over the project you want to export.

  3. Click the Context Menu icon and select Export as PDF.

Projects list screen

  1. On the AI Governance menu, select Inventory > Projects.

  2. On the Projects list screen, click the Export button.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Template

  1. On the AI Governance menu, select Setup > Templates.

  2. On the Templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Third parties list screen

  1. On the AI Governance menu, select Inventory > Vendors.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third party

  1. On the AI Governance menu, select Inventory > Vendors.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Consent & Preferences

Export

Instructions

Cookie Purposes

  1. On the Cookie Consent menu, select Setup > Tracking technologies.

  2. On the Cookies tab of the Tracking technologies screen, click the Context Menu icon and select Export.

  3. On the Cookie export modal, select whether to include or exclude resource URLs.

  4. Click the Confirm button.

Dashboards

  1. On the Cookie Consent menu, select Reporting > Dashboards.

  2. On the Dashboards screen, click the Export button.

  3. On the Export Dashboard modal, select the file type and filter criteria for the data you want to export.

  4. Click the Export button.

Scan Results

  1. On the Cookie Consent menu, select Digital properties > Websites.

  2. On the Websites screen, click the website for which you want to export scan results.

  3. On the Scan results tab of the Website details screen, click the Export button.

  4. On the Export result modal, select the scan date for which you want to export results.

  5. Click the Export button.

  6. On the Scan results export modal, select whether to include or exclude resource URLs.

  7. Click the Confirm button.

SDKs

  1. On the Cookie Consent menu, select Setup > Tracking technologies.

  2. On the Tracking technologies screen, select the SDKs tab.

  3. On the SDKs tab, click the Export button.

Websites

  1. On the Cookie Consent menu, select Digital properties > Websites.

  2. On the Websites screen, click the Export icon.

  3. On the Export data modal, click the Export data button.

Universal Consent & Preference Management

Export

Instructions

Consent Receipts

For more information, see Extracting Consent Receipts from the Application.

Data Use Governance

Data Catalog

Export

Instructions

Catalog Search

  1. On the Data Catalog menu, select Catalog > Search.

  2. On the Catalog search list screen, click the Export button.

Tags

  1. On the Data Catalog menu, select Catalog > Glossary.

  2. On the Glossaries list screen, select the Tags tab.

  3. Click the Export button.

Terms

  1. On the Data Catalog menu, select Catalog > Glossary.

  2. On the Glossaries list screen, select the Terms tab.

  3. Click the Export button.

Data Discovery

Export

Instructions

Classifiers

  1. On the Data Discovery menu, select Setup > Classifiers.

  2. On the Classifiers list screen, click the Context Menu icon in the screen header and select Export. The exported file will download locally.

Scan Profiles

  1. On the Data Discovery menu, select Setup > Scan profiles.

  2. On the Scan profiles list screen, hover over the scan profile you want to export.

  3. Click the Context Menu icon and select Export. The exported file will download locally.

Privacy Automation

Data Mapping Automation

Export

Instructions

Article 30 Report

  1. On the Data Mapping Automation menu, select Inventory > Entities.

  2. On the Legal entities list screen, hover over the legal entity for which you want to export an Article 30 Report.

  3. Click the Context Menu icon and select Export article 30 report.

  4. On the Export article 30 report modal, select a report template and select whether to include the processing activities in which the legal entity is linked as a controller, processor, or joint controller.

  5. Click the Export button.

Assessment

  1. On the Data Mapping Automation menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the Data Mapping Automation menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the Data Mapping Automation menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export responses.

Assets list screen

  1. On the Data Mapping Automation menu, select Inventory > Assets.

  2. On the Assets list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Control Library

  1. On the Data Mapping Automation menu, select Setup > Control library.

  2. On the Control library screen, click the Context Menu icon in the screen header and select Export.

Cross-Border Map

  1. On the Data Mapping Automation menu, select Reporting > Cross-Border.

  2. On the Cross-Border screen, click the Export button.

  3. On the Export Cross-Border Map modal, click the Export button.

Data Lineage Diagram

  1. On the Data Mapping Automation menu, select Reporting > Data lineage.

  2. On the Data Lineage screen, click the lineage diagram you want to export.

  3. Click the Print icon and either print the diagram or select Save as PDF.

Legal entities list screen

  1. On the Data Mapping Automation menu, select Inventory > Entities.

  2. On the Legal entities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export Inventory modal, select the type of export.

  4. Click the Export button.

Inventory attributes

  1. On the Data Mapping Automation menu, select Setup > Inventory manager.

  2. On the Inventory manager screen, click the View button for the type of inventory attribute you want to export.

  3. On the corresponding Inventory manager screen, click the Export button.

  4. On the Export attributes modal, click the Export button.

Personal data attributes

  1. On the Data Mapping Automation menu, select Setup > Inventory manager.

  2. On the Inventory manager screen, click the View button for the Personal data configuration tile.

  3. On the Personal data configuration screen, select the tab corresponding to the personal data you want to export.

  4. Click the Export button.

Processing Activity

  1. On the Data Mapping Automation menu, select Inventory > Processing activities.

  2. On the Processing activities list screen, hover over the processing activity you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Processing Activities list screen

  1. On the Data Mapping Automation menu, select Inventory > Processing activities.

  2. On the Processing Activities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Reports

  1. On the Data Mapping Automation menu, select Reporting > Reports.

  2. On the Reports list screen, click the report that you want to export.

  3. On the subsequent screen, complete one of the following actions based on the report type:

    PDF Reports

    : Click theExportbutton.

    Column Reports

    : Click theExportbutton to immediately export the file as a.xlsxfile. Alternatively, you can click theArrowbutton to select between Excel to export the current tab of the report as a .xlsx file,Excel with all tabsto export all report tabs as a.xlsxfile, orCSV to export your report as a zipped .csv file.

Risk Register

  1. On the Data Mapping Automation menu, select Risk register.

  2. On the Risk register screen, click the Export button.

Templates

  1. On the Data Mapping Automation menu, select Setup > Templates.

  2. On the Templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Third parties list screen

  1. On the Data Mapping Automation menu, select Inventory > Vendors.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third Party

  1. On the Data Mapping Automation menu, select Inventory > Vendors.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Incident Management

Export

Instructions

Assessment

  1. On the Incident Management menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the Incident Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the Incident Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export responses.

Incident Register

  1. On the Incident Management menu, select Incident register.

  2. On the Incident register screen, click the Context Menu icon in the screen header and select Export.

Summary Report

  1. On the Incident Management menu, select Incident register.

  2. On the Incident register screen, hover over the incident for which you want to export a summary report.

  3. Click the Context Menu icon and select Export summary report.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Templates

  1. On the Incident Management menu, select Templates.

  2. On the Templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

PIA & DPIA Automation

Export

Instructions

Assessment

  1. On the PIA & DPIA Automation menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the PIA & DPIA Automation menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the PIA & DPIA Automation menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export Responses.

Risk Register

  1. On the PIA & DPIA Automation menu, select Risk register.

  2. On the Risk register screen, click the Export button.

Reports

  1. On the PIA & DPIA Automation menu, select Reports.

  2. On the Reports list screen, click the report that you want to export.

  3. On the subsequent screen, complete one of the following actions based on the report type:

    PDF Reports

    : Click theExportbutton.

    Column Reports

    : Click theExportbutton to immediately export the file as a.xlsxfile. Alternatively, you can click theArrowbutton to select between Excel to export the current tab of the report as a .xlsx file,Excel with all tabsto export all report tabs as a.xlsxfile, orCSV to export your report as a zipped .csv file.

Templates

  1. On the PIA & DPIA Automation menu, select Setup > Templates.

  2. On the Templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Privacy Rights Automation

Export

Instructions

Request list screen

  1. On the Privacy Rights Automation menu, select Requests.

  2. On the Requests list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export requests modal, select the type of export.

  4. Click the Export button.

Subtask list screen

  1. On the Privacy Rights Automation menu, select Subtasks.

  2. On the Subtasks list screen, click the Export button and select between Excel to export your report as a .xlsx file or CSV to export your report as a zipped .csv file.

Web Form Templates

  1. On the Privacy Rights Automation menu, select Setup > Web Forms.

  2. On the Web form templates screen, click the Context Menu icon for a published template tile, and select Export.

Workflows

  1. On the Privacy Rights Automation menu, select Setup > Workflows.

  2. On the Workflows screen, select the workflow you want to export.

  3. On the Workflow details screen, click the Export button.

Tech Risk & Compliance

Audit Management

Export

Instructions

Audit

  1. On the Audit Management menu, select Audits.

  2. On the Audits list screen, hover over the audit you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Audits list screen

  1. On the Audit Management menu, select Audits.

  2. On the Audits list screen, click the Export button.

Control Library

  1. On the Audit Management menu, select Reference > Control library.

  2. On the Control library screen, click the Context Menu icon in the screen header and select Export.

Findings list screen

  1. On the Audit Management menu, select Findings.

  2. On the Findings list screen, click the Export button.

Workpapers list screen

  1. On the Audit Management menu, select Workpapers.

  2. On the Workpapers list screen, click the Export button.

Compliance Automation

Export

Instructions

Article 30 Report

  1. On the Compliance Automation menu, select Inventory > Entities.

  2. On the Legal entities list screen, hover over the legal entity for which you want to export an article 30 report.

  3. Click the Context Menu icon and select Export Article 30 Report.

  4. On the Export article 30 report modal, select a report template and select whether to include the processing activities in which the legal entity is linked as a controller, processor, or joint controller.

  5. Click the Export button.

Assets list screen

  1. On the Compliance Automation menu, select Inventory > Assets.

  2. On the Assets list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Control Library

  1. On the Compliance Automation menu, select Libraries > Control library.

  2. On the Control library screen, click the Context Menu icon in the screen header and select Export.

Controls list screen

  1. On the Compliance Automation menu, select Controls.

  2. On the Controls list screen, click the Context Menu icon in the screen header and select Export.

Legal entities list screen

  1. On the Compliance Automation menu, select Inventory > Entities.

  2. On the Legal entities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Evidence Task Library

  1. On the Compliance Automation menu, select Libraries > Evidence task library.

  2. On the Evidence library screen, click the Context Menu icon in the screen header and select Export.

Evidence tasks list screen

  1. On the Compliance Automation menu, select Evidence tasks.

  2. On the Evidence tasks list screen, click the Export button.

Initiatives list screen

  1. On the Compliance Automation menu, select Initiatives.

  2. On the Initiatives list screen, click the Export button.

Issues register

  1. On the Compliance Automation menu, select Issues register.

  2. On the Issues register list screen, click the Export button.

  3. On the Export issues modal, select the type of export.

  4. Click the Export button.

Processing Activity

  1. On the Compliance Automation menu, select Inventory > Processing activities.

  2. On the Processing activities list screen, hover over the processing activity you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Processing Activities list screen

  1. On the Compliance Automation menu, select Inventory > Processing activities.

  2. On the Processing activities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third parties list screen

  1. On the Compliance Automation menu, select Inventory > Vendors.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third party

  1. On the Compliance Automation menu, select Inventory > Vendors.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

IT & Security Risk Management

Export

Instructions

Article 30 Report

  1. On the IT & Security Risk Management menu, select Inventory > Entities.

  2. On the Legal entities list screen, hover over the legal entity for which you want to export an Article 30 Report.

  3. Click the Context Menu icon and select Export article 30 report.

  4. On the Export article 30 report modal, select a report template and select whether to include the processing activities in which the legal entity is linked as a controller, processor, or joint controller.

  5. Click the Export button.

Assessment

  1. On the IT & Security Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the IT & Security Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the IT & Security Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export Responses.

Assets list screen

  1. On the IT & Security Risk Management menu, select Inventory > Assets.

  2. On the Assets list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Business objective list screen

  1. On the IT & Security Risk Management menu, select Governance principles > Business objectives.

  2. On the Business objective list screen, click the Export button.

  3. On the Export objectives modal, select the type of export.

  4. Click the Export button.

Control Library

  1. On the IT & Security Risk Management menu, select Libraries > Control library.

  2. On the Control library screen, click the Context Menu icon in the screen header and select Export.

Controls list screen

  1. On the IT & Security Risk Management menu, select Controls.

  2. On the Controls list screen, click the Context Menu icon in the screen header and select Export.

Legal entities list screen

  1. On the IT & Security Risk Management menu, select Inventory > Entities.

  2. On the Legal entities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Evidence Task Library

  1. On the IT & Security Risk Management menu, select Libraries > Evidence task library.

  2. On the Evidence library screen, click the Context Menu icon in the screen header and select Export.

Evidence tasks list screen

  1. On the IT & Security Risk Management menu, select Evidence tasks.

  2. On the Evidence tasks list screen, click the Export button.

Inventory attributes

  1. On the IT & Security Risk Management menu, select Setup > Attribute manager.

  2. On the Attribute manager screen, click the View button for the type of inventory attribute you want to export.

  3. On the corresponding Inventory manager screen, click the Export button.

  4. On the Export attributes modal, click the Export button.

Issues register

  1. On the IT & Security Risk Management menu, select Issues register.

  2. On the Issues register list screen, click the Export button.

  3. On the Export issues modal, select the type of export.

  4. Click the Export button.

Personal data attributes

  1. On the IT & Security Risk Management menu, select Setup > Attribute manager.

  2. On the Attribute manager screen, click the View button for the Personal data configuration tile.

  3. On the Personal data configuration screen, select the tab corresponding to the personal data you want to export.

  4. Click the Export button.

Processing Activities list screen

  1. On the IT & Security Risk Management menu, select Inventory > Processing activities.

  2. On the Processing activities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Processing Activity

  1. On the IT & Security Risk Management menu, select Inventory > Processing activities.

  2. On the Processing activities list screen, hover over the processing activity you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Risk Library

  1. On the IT & Security Risk Management menu, select Libraries > Risk library.

  2. On the Risk library screen, click the Export button.

Risk Register

  1. On the IT & Security Risk Management menu, select Risk management > Risk register.

  2. On the Risk register screen, click the Export button.

Templates

  1. On the IT & Security Risk Management menu, select Setup > Templates.

  2. On the Templates screen, click the View button for the type of template you want to export.

  3. On the corresponding Templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Third parties list screen

  1. On the IT & Security Risk Management menu, select Inventory > Vendors.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third party

  1. On the IT & Security Risk Management menu, select Inventory > Vendors.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Threat Library

  1. On the IT & Security Risk Management menu, select Libraries > Threat library.

  2. On the Threat library screen, click the Context Menu icon in the screen header and select Export.

Vulnerability Library

  1. On the IT & Security Risk Management menu, select Libraries > Vulnerability library.

  2. On the Vulnerability library screen, click the Context Menu icon in the screen header and select Export.

Policy Management

Export

Instructions

Attestation Respondent List

  1. On the Policy menu, select Attestations.

  2. On the Attestations list screen, click the attestation for which you want to export respondents.

  3. On the Attestation Details screen, click the Context Menu icon in the screen header and select Export respondent list.

Attestations list screen

  1. On the Policy menu, select Attestations.

  2. On the Attestations list screen, click the Context Menu icon in the screen header and select Export.

Exception list screen

  1. On the Policy menu, select Exceptions.

  2. On the Exception list screen, click the Export button.

Issues register

  1. On the Policy menu, select Issues register.

  2. On the Issues register list screen, click the Export button.

  3. On the Export issues modal, select the type of export.

  4. Click the Export button.

Policy

  1. On the Policy menu, select Policies.

  2. On the Policies list screen, hover over the published policy you want to export.

  3. Click the Context Menu icon and select Export published policy as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Policies list screen

  1. On the Policy menu, select Policies.

  2. On the Policies list screen, click the Context Menu icon in the screen header and select Export.

Privacy Notice

  1. On the Policy menu, select Privacy notices.

  2. On the Privacy notices list screen, hover over the published privacy notice you want to export.

  3. Click the Context Menu icon and select Export published privacy notice as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Privacy Notices list screen

  1. On the Policy menu, select Privacy notices.

  2. On the Privacy notices screen, click the Context Menu icon in the screen header and select Export.

Procedure

  1. On the Policy menu, select Procedures.

  2. On the Procedures list screen, hover over the published procedure you want to export.

  3. Click the Context Menu icon and select Export published procedure as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Procedures list screen

  1. On the Policy menu, select Procedures.

  2. On the Procedures list screen, click the Context Menu icon in the screen header and select Export.

Standard

  1. On the Policy menu, select Standards.

  2. On the Standards list screen, hover over the published standard you want to export.

  3. Click the Context Menu icon and select Export published standard as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Standards list screen

  1. On the Policy menu, select Standards.

  2. On the Standards list screen, click the Context Menu icon in the screen header and select Export.

Third-Party Risk Management

QRA & Vendor Portal

Export

Instructions

Answer Libraries

  1. On the QRA & Vendor Portal menu, select Setup > Answer Libraries.

  2. On the Answer libraries list screen, hover over the library you want to export.

  3. Click the Context Menu icon and select Export.

Customers

  1. On the QRA & Vendor Portal menu, select Customers.

  2. On the Customers list screen, click the Export button.

Requests

  1. On the QRA & Vendor Portal menu, select Requests.

  2. On the Requests list screen, click the Export button.

  3. On the Export requests modal, select the type of export.

  4. Click the Export button.

Third-Party Due Diligence

Export

Instructions

Assessment

  1. On the Third-Party Due Diligence menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the Third-Party Due Diligence menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the Third-Party Due Diligence menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export responses.

Templates

  1. On the Third-Party Due Diligence menu, select Setup > Templates.

  2. On the Third party templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Third Parties list screen

  1. On the Third-Party Due Diligence menu, select Third parties.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third Party

  1. On the Third-Party Due Diligence menu, select Third parties.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Third Party Attributes

  1. On the Third-Party Due Diligence menu, select Setup > Attribute manager.

  2. On the Attribute manager screen, click the View button for the Third party attributes tile.

  3. On the Inventory manager screen, click the Export button.

  4. On the Export attributes modal, click the Export button.

Third-Party Risk Exchange

Export

Instructions

Third Parties

  1. On the Vendor Risk Exchange menu, select Third parties.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Third Parties list screen

  1. On the Third-Party Risk Exchange menu, select Third parties.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third-Party Risk Management

Export

Instructions

Assessment

  1. On the Third-Party Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, locate the assessment you want to export and scroll to the end of the row.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Assessments list screen

  1. On the Third-Party Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the Export button.

Assessment Responses

  1. On the Third-Party Risk Management menu, select Assessments > Active.

  2. On the Assessments list screen, click the assessment for which you want to export responses.

  3. On the Assessment Details screen, click the Context Menu icon and select Export as PDF.

Assets list screen

  1. On the Third-Party Risk Management menu, select Inventory > Assets.

  2. On the Assets list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Contracts list screen

  1. On the Third-Party Risk Management menu, select Inventory > Contracts.

  2. On the Contracts list screen, click the Export button.

  3. On the Export contract modal, select the type of export.

  4. Click the Export button.

Control library

  1. On the Third-Party Risk Management menu, select Setup > Control library.

  2. On the Control library list screen, click the Context Menu icon in the screen header and select Export.

Engagement

  1. On the Third-Party Risk Management menu, select Inventory > Engagements.

  2. On the Engagements list screen, hover over the engagement you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

Engagements list screen

  1. On the Third-Party Risk Management menu, select Inventory > Engagements.

  2. On the Engagements list screen, click the Export button.

  3. On the Export engagement modal, select the type of export.

  4. Click the Export button.

Inventory Attributes

  1. On the Third-Party Risk Management menu, select Setup > Attribute manager.

  2. On the Attribute manager screen, click the View button for the type of inventory attribute you want to export.

  3. On the corresponding Inventory manager screen, click the Export button.

  4. On the Export attributes modal, click the Export button.

Issues register

  1. On the Third-Party Risk Management menu, select Inventory > Issues register.

  2. On the Issues register screen, click the Export button.

  3. On the Export issues modal, select the type of export.

  4. Click the Export button.

Legal entities list screen

  1. On the Third-Party Risk Management menu, select Inventory > Entities.

  2. On the Legal entities list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export Inventory modal, select the type of export.

  4. Click the Export button.

Personal Data Attributes

  1. On the Third-Party Risk Management menu, select Setup > Attribute manager.

  2. On the Attribute manager screen, click the View button for the Personal data configuration tile.

  3. On the Personal data configuration screen, select the tab corresponding to the personal data you want to export.

  4. Click the Export button.

Templates

  1. On the Third-Party Risk Management menu, select Setup > Templates.

  2. On the Vendor templates screen, click the Context Menu icon for a template tile, and select Export PDF or Export XLS.

Third parties list screen

  1. On the Third-Party Risk Management menu, select Inventory > Vendors.

  2. On the Third parties list screen, click the Context Menu icon in the screen header and select Export.

  3. On the Export inventory modal, select the type of export.

  4. Click the Export button.

Third party

  1. On the Third-Party Risk Management menu, select Inventory > Vendors.

  2. On the Third parties list screen, hover over the third party you want to export.

  3. Click the Context Menu icon and select Export as PDF.

  4. On the Export modal, customize the naming convention of the exported file.

  5. Click the Export button.

OneTrust Platform

Global Settings

Export

Instructions

Attachments

For more information, see Extracting Attachments from the OneTrust Platform.

Individual Roles

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > Roles.

  3. On the Roles list screen, click the Context Menu icon corresponding to the role you want to export, and select Export.

Localization Editor

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select Language > Localization editor.

  3. On the Localization editor screen, click the Context Menu icon in the screen header and select Export.

  4. On the Localization export modal, select an export option and up to five language options.

  5. Click the Export button.

Login History

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select Access management > Login history.

  3. On the Login history screen, click the Context Menu icon in the screen header and select Export.

Organizations

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > Organizations.

  3. On the Organizations screen, click the Context Menu icon in the screen header and select Export.

User Activity Log

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > Users.

  3. On the Users list screen, click the Export icon.

  4. On the Export data modal, click the Export data button.

  5. On the Export user report modal, select the User Activity Log option.

  6. Click the Export button.

User Groups List

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > User groups.

  3. On the User groups list screen, click the Context Menu icon in the screen header and select Export.

  4. On the User groups export modal, select the User Groups List option.

  5. Click the Export button.

User Group Membership

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > User groups.

  3. On the User groups list screen, click the Context Menu icon in the screen header and select Export.

  4. On the User groups export modal, select the User Groups Membership option.

  5. Click the Export button.

User List

  1. Click the gear icon in the upper right-hand corner to access Global Settings.

  2. On the Global Settings menu, select User management > Users.

  3. On the Users list screen, click the Export icon.

  4. On the Export data modal, click the Export data button.

  5. On the Export user report modal, select the User List option.

  6. Click the Export button.

Integrations

Export

Instructions

Integrations

  1. On the Integration menu, select Integrations.

  2. On the Integrations screen, click the Context Menu icon next to the integration you want to export and select Export. The exported JSON file will download locally.

Systems

  1. On the Integration menu, select Systems.

  2. On the Systems screen, select the system you want to export.

  3. On the System details screen, click the Export button. The exported JSON file will download locally.

Reports

Export

Export Instructions

Column Reports

  1. On the Reports menu, select Reports.

  2. On the Reports screen, click the column report you want to export.

  3. On the subsequent screen, click the Export button to immediately export the file as a .xlsx file. Alternatively, you can click the Arrow button to select between Excel to export the current tab of the report as a .xlsx file, Excel with all tabs to export all report tabs as a .xlsx file, or CSV to export your report as a zipped .csv file.

PDF Reports

  1. On the Reports menu, select Reports.

  2. On the Reports screen, click the PDF report you want to export.

  3. On the subsequent screen, click the Export button.

PDF Reports in Bulk

For more information, see Exporting PDF Reports in Bulk.

Insights Dashboards

  1. On the Reports menu, select Dashboards.

  2. On the Dashboards screen, click the dashboard you want to export.

  3. Click the Context Menu icon and select Export as PDF.