Using Filters to Find a Data Inventory Record

Overview

The filter function in Data Inventory lets you quickly locate specific records by narrowing results by record type, category, and individual filter criteria. Filters are also scoped to the tab you are currently viewing — when on a specific record tab, you see filters relevant to that record type alongside any additional filters.

This article explains how to apply filters to find data inventory records and how to manage saved filters.

What you can do

✓Filter data inventory records by type, category, and specific criteria

✓View, edit, and delete saved filters

Prerequisites

✓Active TrustArc account with Data Inventory access

✓At least one data inventory record already created

Filtering Data Inventory Records

To filter data inventory records, follow these steps:

1

From the left side of the page, hover over the Data Mapping & Risk Manager icon, and then select Data Inventory.

2

From the Data Inventory page, click Filters.

3

From the Filter tab, select a record filter (1), a filter category (2), and then one or more specific filters (3) from that category.

📋 Note: The screenshot below shows an example of finding a third-party record using the contract end date filter.

4

Click Apply.

📋 Note: To review filters you have saved previously, click the Saved Filters tab. From there, click the Edit or Delete icon to update or remove a saved filter.

When you are on a specific record tab, the filter panel shows filters relevant to that record type along with any additional filters. For example, when on the Third Party Records tab, the filter panel shows third-party filters alongside the other available filters.

TrustArc  ·  Filtering Data Inventory Records  ·  support.trustarc.com