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Benefits

The Downloadable Reports Data Export module provides an easy way to do conduct the following activities:

• Create a unique report configuration using only the attributes you specify.
• Export information displaying mappings between programs, controls, or any other item in the application.
• Save the report configuration the configuration for later use by any team member.
  

Overview

Information within ZenGRC, such as programs, objectives, and controls, along with all their mappings, can be downloaded into a CSV file. In addition, the downloaded file can be used to make updates and changes that can then be imported back into the application where the changes are saved.
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Accessing

Data Export

To access Downloadable ReportsData Export, complete the following steps:

1. Click Tools | Downloadable ReportsData Export.
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2. The

   Downloadable Reports

   Data Export page displays.

Exporting Information

To create a reportexport, complete the following steps:

1. Click the arrow in the drop-down under Export Object Type and select the information type for download.

   Info
   title NOTE
   To find a saved report, see Accessing a Saved Report. To save a report for later use, see Storing a Report for Future Use.

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   title NOTE
   To add more than one object type in the export, please see Adding Additional Export Types

        

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2. Select the attributes and mappings to include in the report.
   

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   title	NOTE

   For information on attributes and mappings, please see Attributes Overview and Mappings Overview

   configuration.

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   DI:Tip - Code Attribute in Reports DI:Tip - Code Attribute in Reports

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   The page defaults to all attributes and mappings selected. The selections can be removed in two clicks: click None Select none beside Attributes: ; click None Select none beside Mappings. Then select the applicable information for the reportconfiguration.

        

3. At the bottom of the page, click Download Report.
       
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4. In the displayed window, select the check box beside Remove HTML formatting characters from rich-text fields if the data being exported is solely for reporting purposes. You do not want to select this if the information is to be re-imported into ZenGRC. For complete information on this feature, please see Removing HTML From Exports.
5. Click OK. 
   
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6. The CSV file downloads in the manner you have specified in your browser.
   
   

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   title NOTE
   To save the selections made for the report configuration download, please see Storing a Report configuration for Future Use.

   
   

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Attributes Overview

On the Downloadable Reports Data Export page, the attributes are the first selections made for the report first selections and are outlined in red below.
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Once the report information is downloaded, the attributes display in a CSV spreadsheet as highlighted below (attributes displayed depend on selections made prior to running report).
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Selecting and Deselecting Attributes and Mappings

When the Downloadable Reports Data Export page is initially accessed, all attributes and mappings are selected.

To deselect all attributes, complete the following steps:

1. Click Select none beside the Attributes heading.
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2. All attributes are deselected, which allows individual selection of each attribute's check box individually.Image Removed
   
3. Alternatively, click Select All beside the Attributes label.
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4. Continue with report configuration set up or click Download Reportconfiguration.

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Mappings Overview

ZenGRC is designed to map related objects many-to-many, so the Downloadable Reports Data Export page allows for the selection of all mappings potentially available to the downloaded information.

The mappings are the second set of selections for the report export and are outlined in red below with names beginning with map:.
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Once the report information is downloaded, the mappings display in a CSV spreadsheet as highlighted below (mappings displayed depend on selections made prior to running report). The columns displaying mapped items have map:item to map column headers.
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Using the Filter Query

The Filter Query lets you search key words. For more information, please see Filter Query Help.
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Additional Export Object Type Overview

The Downloadable Reports Module Data Export module allows you to export more than one type of object in a reportconfiguration. This provides the ability to include all application information you want in one CSV file.

Adding An Additional Export Object Type

To add the export of an another object type, complete the following steps:

1. Click Add another object type at the bottom of the page.
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2. The page refreshes with a new Export Object Type drop-down box and selections for attributes and mappings.Image Removed
   

3. Select applicable attributes and mappings.

4. Continue with report set with set up or click Download Reportexport.

Deleting An Additional Export Object Type

To delete an object type you created under Export Object Type, complete the following:

1. Click the trash can between the heading and the drop-down box.
    
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   Note
   title CAUTION
   There is no dialog box asking whether you're certain you want to delete the additional export object type. Once the trash can is clicked, the export type is deleted. However, this does not delete the export object type from the Downloadable Reports Data Export module.

   
   

Rules Overview

Rules allow you to narrow results according to relevance to selected information.

For example, if you wanted to see all controls mapped to your SOC program, one way to find them is as follows:

1. Select Controls under Export Object Type.
2. Under Filter by Mapping Relevance, click Add New Rule.
3. Choose Programs and then SOC 2/3 Program. 
4. Click Download Reportexport.

Adding Rules

To add a rule, complete the following steps:

1. Under the Filter by mapping relevance heading, click + Add new rule.
    
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2. A new line displays with selections to refine the reportexport.
    
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   Additional rules to further refine the results can be added by clicking + Add a New Rule.

   
   

Deleting Rules

To delete a rule you created under Filter By Mapping Relevance, complete the following:

1. Click the red trash can beside the drop-down box.Image Removed
   

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   Note
   title CAUTION
   There is no dialog box asking whether you're certain you want to delete the rule. Once the trash can is clicked, the rule is deleted.
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   This does not delete any mappings from the Downloadable Reports module. It only deletes extra ones created for the report.

   
   

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Storing a

Configuration for Future Use

To save report selections for future use, complete the following steps:

1. Click Save report export configuration at the bottom of the page.Image Removed
   

2. In the dialog box, add a name in the Report configuration name Stored configurations and click Save.
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   If you are altering a stored report configuration and click Save without changing the name, an error displays requesting you to rename the reportexport.

   
   

3. Alternatively, click Close to cancel without saving.

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Accessing a Stored

Configuration

To find a stored reportconfiguration, complete the following steps:

1. Click the arrow in the drop-down box under Stored Configurations and select a report configuration name.
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2. The page populates with the saved selections.

Altering a Stored

Configuration

A stored report configuration cannot be altered and then saved with the same name. However, the new configuration can be saved with a different name.

To save a stored report configuration with a different name, complete the following steps:

1. Access or create the reportconfiguration.

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   For instructions on finding a stored report, please see Accessing a Stored Report.

2. Make necessary changes.

3. Click Save report export configuration at page bottom.
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   title NOTE
   For instructions on saving the reportexport, please see Storing a Report Configuration for Future Use and note that the report configuration will need to be saved with a different name.
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   If necessary, you can delete the original report. Please see Deleting a Stored Report.

   
   

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Deleting a Stored

Configuration

To delete a saved reportconfiguration, complete the following steps:

1. Click the arrow in the drop-down box under Stored Configurations to display all saved reportsconfigurations.

2. Select a report configuration and click Delete beside the name. A dialog box displays.
     
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3. Click Delete.
4. Alternatively, click Cancel to exit the dialog box without deleting the reportconfiguration.