Export request and subtask data from theĀ module for executive oversight and organizational monitoring.
Note
When generating exports from the module, including the Results Summary, attribute headers are translated, but other data is not.
Request Data Availability
The following table defines the availability of request data attributes and their respective classification:
You can create reports of subtask information using the module.
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Task Name
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Task Status
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Task Activation Date
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Task Assigned Date
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Task Created Date
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Task Description
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Task Due Date
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Task Completed Date
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Task Reminder Date
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Task Last Modified Date
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Task Required Date
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Task Assignee
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Task First Response Date
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Task ID
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Task Type
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Integration System
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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.
The following fields are available for export from the Subtask Queue:
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Task Name
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Request ID
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Workflows
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Stage
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Task Assignee
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Subtask Status
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Task Required
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Task Reminder Date
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Task Assigned Date
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First Name
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Last Name
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Email
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Request Type
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Due Date
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Approver
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Date Submitted
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Organization
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Task Resolution
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Subtask Created Stage
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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.