The reporting feature in TrustLayer allows you to create and save reports based on the Filter options available within the Parties section of the platform. These reports are useful in tracking ongoing compliance, progress, etc. It is also a good way to provide details to other key stakeholders at your organization.
Creating a Report
1 Using the sidebar menu located on the left side of the screen, click Parties.
2 Click the Filter button.
3 Then, choose from the filtering options provided. By clicking on a filter option, a dropdown with either check boxes or text boxes appears to enter additional data based on the option selected.
NOTE: You can add as many filters as you would like to achieve the desired results. This can be used to view data in the platform, or export to Excel.
4 All selected filter option(s) will appear towards the top left of the page under Active Parties. This is a good way to check yourself before exporting the report or reviewing the information. You can also see the number of selected filters on the filter button.
5 Once you have applied all relevant filters, click Save Report.
6 In the Create Report window that appears, enter a Report Name in the text box. Then, choose the level of Visibility by selecting either All Team Members or Only You.
7 Click the blue Create button.
8 The report name will appear in the top left indicating it has been saved.
9 Once your report has been saved, you can click the down Arrow next to the report name to view additional options.
10 Under This Report you will see additional options such as Edit and Delete. Under Saved Reports you will see and have access to all other previously saved reports for a quick and easy way to run any additional reports as needed.
11 To export a saved report, click on the Export button.
12 You will need to select Export now for an immediate report or Scheduled exports to set up a reoccurring scheduled report. For Export now, move to step 13. For Scheduled exports go to step 16.
13 Confirm where the report should be sent and the information that should be included.
Note: The email should default to your email.
14 Click the blue Get Export via email button.
15 Once exported, you will receive a confirmation notification, letting you know that the report is ready and should be in your email inbox.
16 After selecting Scheduled exports, select + Create new schedule.
17 Enter a Name for the scheduled report, then enter the Recipients of the report and the Frequency of the report that is needed.
18 Click the Customize export tab.
19 Confirm the information needing to be included in the report (i.e. which columns you want to populate).
20 Click the blue Save button.
21 A confirmation message will appear.
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