GDPR Report

Generating a GDPR Report

A GDPR Report allows you to search and share all data held on a user, customer or supplier quickly and easily in accordance with the new data rights of Data Subjects, including the Right to be Informed and Data Portability.

User permissions required: Owner or Process Administrator

GDPR Report:

  1. Go to Main Navigation > Reports
  2. Choose GDPR Report and click Generate Report
  3. Select to filter by User, Customer or Supplier
  4. Type the name of the user/customer/supplier
  5. Click Generate to see a full report on all data held on a specific user/customer/supplier
  6. Click Export to generate an Excel version of your report – this ensures simple data portability as necessary
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