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Generating a Business Process Summary Report

Overview

The Business Process Summary report provides a structured summary of one or more business process records, and can optionally include a Data Flow Chart and a Global Map. You generate the report directly from the Business Processes page in the Data Mapping & Risk Manager (DMRM).

This article explains how to generate a Business Process Summary report.

What you can do
✓Generate a Business Process Summary report for one or more business process records
✓Include a Data Flow Chart and/or Global Map in the report
✓Include Custom Page Q&A if the selected record has custom page questions configured
Generating a Business Process Summary Report

To generate a Business Process Summary report, follow these steps:

1

In the left navigation panel, hover over the Data Mapping & Risk Manager icon, and then select Business Processes.

Data Mapping and Risk Manager left navigation panel with Business Processes selected
2

Select one or more business process records.

Business Processes list with one or more records selected using the checkboxes
3

In the top-right corner of the page, click the Download button (1), and then select Business Process Summary Report (2).

Download button expanded with Business Process Summary Report option highlighted
4

In the Generate Report modal, select Data Flow Chart, Global Map, or both, and then click Run Report.

📋 Note: Custom Page Q&A can only be selected if the business process record has a custom page Q&A configured.
Generate Report modal showing Data Flow Chart, Global Map, and Custom Page Q&A options with the Run Report button
5

Open the downloaded report and scroll to the last two pages to view the Data Flow Chart and/or Global Map.

TrustArc Data Mapping & Risk Manager  ·  Generating a Business Process Summary Report  ·  support.trustarc.com