Salesforce

Reporting Options for Privacy Rights

« Go Back
Information
Reporting Options for Privacy Rights
UUID-b9e1f9a0-6332-ad4c-0004-49ebf24595d6
Article Content

Export request and subtask data from theĀ Privacy Rights Automation module for executive oversight and organizational monitoring.

Note

When generating Privacy Rights Automation exports from the Reports module, including the Results Summary, attribute headers are translated, but other data is not.

Supported Options

Available Fields

Intended Use

Availability

Notes

Custom Dashboard

Executive & Operational Monitoring

DSAR Enterprise and Advanced Licenses

Available through the Reports module

Insights Dashboard

Executive & Operational Monitoring

For eligibility information or additional details on the process to get access to this preview feature, please contact your OneTrust representative or OneTrust Support.

Available through the Reports module

Note

Insights Dashboards are currently under preview.

For more information, see Insights Privacy Rights Automation Dashboard.

Custom Column Reports

Executive & Operational Monitoring

DSAR Enterprise and Advanced Licenses

Available through the Reports module

Request Queue Export

Executive & Operational Monitoring

Use Freely

For more information, see Exporting a Request Queue View

Exposed API Endpoints

Integration with third-party reporting tools (e.g. Tableau, Power BI)

DSAR Enterprise and Advanced Licenses

  • Get Request by ID

  • Get All Requests

  • Search Requests

Request Data Availability

The following table defines the availability of request data attributes and their respective classification:

Available Field

Available in DSAR Request Queue

Available in Request Queue Export

Available in Reports Module

Address

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Address Line 2

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Approver

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

City

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Completed Date

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

End Date

Completed Subtasks

check-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Contact Preference

x-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Country

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Created Date

check-cropped-baby.png

Date Created

Date Opened in Request Details

check-cropped-baby.png

Created Date

check-cropped-baby.png

Submitted Date

Custom Content Box

x-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Custom Country Field

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Custom Fields Submitted as URL Parameter

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Custom Fields Added via API

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Custom Input Field

Note

Not supported in column report filters or Request Queue filters.

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Custom Selection Field

Only custom fields brought in by web form, not through external applications.

check-cropped-baby.png

check-cropped-baby.png

Custom State Field

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Days Left

check-cropped-baby.png

x-cropped-baby.png

x-cropped-baby.png

Days Paused

x-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Deadline

check-cropped-baby.png

check-cropped-baby.png

Deadline

check-cropped-baby.png

Due Date

Duration

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Email

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Extended

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

First Extension Date

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

First Public Reply Date

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

First Name

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Hours Worked

x-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Last Modified Date

x-cropped-baby.png

check-cropped-baby.png

Last Updated

check-cropped-baby.png

Modified Date

Last Extension Date

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Last Public Reply Date

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Last Data Subject Reply

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Last Name

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Organization

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Phone Number

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Preferred Language

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Request Details

Note

Only the first 5,000 characters will display in reports.

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Request ID

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Request Type

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Resolution

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Results Summary Data Count

check-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Retention Status

check-cropped-baby.png

x-cropped-baby.png

x-cropped-baby.png

Stage

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

State

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Subject Type

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Subtask Resolutions

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

System Subtasks

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

System Subtask Processing In Time

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Task Description

Note

Only the first 5,000 characters will display in reports.

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Total Extension in Days

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Total Cost

x-cropped-baby.png

check-cropped-baby.png

x-cropped-baby.png

Touches

x-cropped-baby.png

x-cropped-baby.png

check-cropped-baby.png

Web Form

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Workflow

check-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Zip

x-cropped-baby.png

check-cropped-baby.png

check-cropped-baby.png

Reporting on Subtasks

You can create reports of subtask information using the Reports module.

  • Task Name

  • Task Status

  • Task Activation Date

  • Task Assigned Date

  • Task Created Date

  • Task Description

  • Task Due Date

  • Task Completed Date

  • Task Reminder Date

  • Task Last Modified Date

  • Task Required Date

  • Task Assignee

  • Task First Response Date

  • Task ID

  • Task Type

  • Integration System

  • Integration Workflow

Exporting the Subtask Queue

Once the Subtask Queue is set up with saved views and filters, you can export the displayed subtasks to a .csv file to action on specific assigned tasks.

Note

For more information on the Subtasks menu, see Configuring the Subtask Queue.

The following fields are available for export from the Subtask Queue:

  • Task Name

  • Request ID

  • Workflows

  • Stage

  • Task Assignee

  • Subtask Status

  • Task Required

  • Task Reminder Date

  • Task Assigned Date

  • First Name

  • Last Name

  • Email

  • Request Type

  • Due Date

  • Approver

  • Date Submitted

  • Organization

  • Task Resolution

  • Subtask Created Stage

  • Current Request Stage

Reporting Encrypted Fields

OneTrust supports standard encryption for our seeded web form fields, as well as any custom fields configured for web forms mentioned in the table above. These fields will not be shown in the column report by default as they will need to be enabled as Active fields.

The module supports report configuration with the the following fields:

Note

Custom fields in reporting is currently not supported for on-premises accounts.

Standard Seeded Fields

Custom Fields

  • First Name

  • Last Name

  • Email

  • Country

  • Address

  • City

  • State

  • Zip Code

  • National ID

  • Phone Number

  • Date of Birth

  • Custom Input

    Includes:

    • Date

    • Number

    • Email

  • Custom Country

  • Custom State

 
Article Visibility
6,237
Translation
English
Checked

Powered by