About Engagement Column and PDF Reports

Overview

You can create Third-Party Risk Management reports in the Reports section of the OneTrust application.

Engagement Column Reports

Engagement column reports can be used to create an Excel based report with engagements as the primary object. You can create an organized report based on the needs of your organization with each row of the report detailing a distinct engagement. You can also include various related objects of the engagement:



When added to the report, each of these related objects will create a secondary tab where the engagement data will be organized based on the related object data being viewed. For more information on engagements, see Evaluating and Managing Engagements.

Engagement PDF Reports

Engagement PDF reports can be used to create a PDF based report with engagements as the primary object. You can create an organized report based on the needs of your organization with each row of the report detailing a distinct engagement. You can also include various related objects of the engagement:



To create engagement column reports

  1. Navigate to Reports, then click the Create New button.
  2. Create a custom report using Third-Party Risk Management as the Data Source and Engagement as the Data Type. For more information, see Creating a Custom Report.


  3. Configure the engagement column report. For more information, see Configuring a Column Report.

To create engagement PDF reports

  1. Navigate to Reports, then click the Create New button.
  2. Create a custom column report using Third-Party Risk Management as the Data Source and Engagement as the Data Type. You can also select the Engagement Default PDF tile to create a pre-configured, general engagement PDF report. For more information, see Creating a Custom Report.
  3. Click View Builder to configure the engagement PDF report.

    • Click Add Section. The Add section modal appears.

    • Enter a Name for the section.

    • Use the Section type menu to select the engagement data you would like to add to the report.

    • Click Save. The section is added to the View builder.

  4. Once you have added all sections you would like to include in the report, click Save in the top-right hand corner of the screen to save the report to the Reports inventory.

  5. Click Export to export the PDF report.