Downloadable Reports

Benefits

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

• Create a unique report using only the attributes you specify.
• Export information displaying mappings between programs, controls, or any other item in the application.
• Save the report 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.

Accessing Downloadable Reports

To access Downloadable Reports, complete the following steps:

1. Click Tools | Downloadable Reports.
   
   

   
   
   
   

2. The Downloadable Reports page displays.

Creating a Report

To create a report, complete the following steps:

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

   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.

   
   
   
   

   NOTE

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

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

   NOTE

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

   TIP

   One important attribute to include in your report is Code. This is the identifying name used in mapping the selection to other items.

   
   

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

3. At the bottom of the page, click Download Report.
       
   
      

4. The CSV file downloads in the manner you have specified in your browser.
   
   

   NOTE

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

Attributes Overview

On the Downloadable Reports page, the attributes are the first selections for the report and are outlined in red below.

Once the report is downloaded, the attributes display in a CSV spreadsheet as highlighted below (attributes displayed depend on selections made prior to running report).

Selecting and Deselecting Attributes

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

To deselect all attributes, complete the following steps:

1. Click None beside the Attributes label.
   
   
   
   
2. All attributes are deselected.
   
   
   
   

To select attributes, complete the following steps:

1. Select each attribute's check box individually.
2. Alternatively, click Select All beside the Attributes label.
   
   
   
   
3. Continue with report set up or click Download Report.

Mappings Overview

ZenGRC is designed to map related objects many-to-many, so the Downloadable Reports 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 and are outlined in red below with names beginning with map:.

Once the report 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.

Selecting and Deselecting Mappings

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

To deselect all mappings, complete the following steps:

1. Click None beside the Mappings label.
   
   
   
   
2. All mappings are deselected.
   
   
   
   

To select mappings, complete the following steps:

1. Select each mapping's check box individually.
2. Alternatively, click Select All beside the Attributes label.
   
   
   
   
3. Continue with report set up or click Download Report.

Using the Filter Query

The Filter Query lets you search key words. For more information, please see Filter Query Help.

Additional Export Object Type Overview

The Downloadable Reports Module allows you to export more than one type of object in a report. 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.
   
   
   
   

2. The page refreshes with a new Export Object Type drop-down box and selections for attributes and mappings.
   
   
   
   

3. Select applicable attributes and mappings.

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

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.
    
   
    

   CAUTION

   There is no dialog box asking whether you're certain you want to delete the export object type. Once the trash can is clicked, the export type is deleted.

   TIP

   This does not delete the export object type from the Downloadable Reports module. It only deletes extra ones created for the report. 

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 Report.

Adding Rules

To add a rule, complete the following steps:

1. Under the Filter by Mapping Relevance heading, click + Add a New Rule.
    
   
      
2. Click the arrow in the drop-down under Relevant to and make a selection.
   
   
    

3. A new drop-down box displays with selections to refine the report.
    
   
    

   TIP

   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 trash can between the heading and the drop-down box.
   
   
   
   

   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.

   TIP

   This does not delete any mappings from the Downloadable Reports module. It only deletes extra ones created for the report. 

Storing a Report for Future Use

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

1. Click Save report configuration at the bottom of the page.
   
   
   
   

2. A dialog box displays.
   
   
   
   

3. Enter a report name in the text box.
   
   

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   The report name must be unique.

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   If you are altering a stored report and click Save without changing the name, an error displays requesting you to rename the report.

4. Click Save.

5. Alternatively, click Close to cancel without saving.

Accessing a Stored Report

To find a stored report, complete the following steps:

1. Click the arrow in the drop-down box under Stored Configurations.
   
   
   
   
2. Select a report.
   
   
   
   
3. The page will populate with the saved configurations.

Altering a Stored Report

A stored report 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 with a different name, complete the following steps:

1. Access the report.
   
   

   NOTE

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

2. Make necessary changes.

3. Click Save report configuration at page bottom.
   
   
   
   

   NOTE

   For instructions on saving the report, please see Storing a Report for Future Use and note that the report will need to be saved with a different name.

   NOTE

   If necessary, you can delete the original report. Please see Deleting a Stored Report.

Deleting a Stored Report

To delete a saved report, complete the following steps:

1. Click the arrow in the drop-down box under Stored Configurations. The saved reports display.
    
   
    

2. Click the red trashcan icon beside the report name. A dialog box displays.
     
   
   
   
3. Click Delete.
4. Alternatively, click Close to exit the dialog box without deleting the report.