Running a Report

To create a report, follow the steps outlined below:

1

From the Reports menu, click the Create Report button and select Run a Report.

2

In the Create Report modal, enter the following information:

Report Name - This is a mandatory field for naming the report and setting the file name.

Report Columns - This dropdown menu lets users select the fields you wish to be included in the report.

Email Address - This allows you to enter one or more valid email addresses. A maximum of (10) ten e-mail addresses can receive the report. The system validates the entered addresses before submission.

When a report is generated, the report is sent to the initiating user by default and to all additional valid email addresses provided.

Timeframe (UTC) - This allows users to set a date or date range for the report. This defaults to today's date and allows users to select a timeframe.

Jurisdiction - By default, CPM includes all supported countries in the report. This dropdown menu lets users customize and select the countries to include in the report via the selector.

Consent Preference - This allows users to filter the data based on the following preferences:

•All Opt-in: This option returns entries where all checkboxes and toggle switches are set to opt-in.

•Partial Opt-in: This option returns entries where one or more opt-in selections are detected in a consent.

•All Opt-out: This option returns entries where all checkboxes and toggle switches are set to opt-out.

•Others: This enables users to generate reports that capture consents, including those without opt-in or opt-out value. When users select this option, CPM generates a report that includes the following:

•Consents that do not have a checkbox or toggle switch

•Consents where opt-in or opt-out values are not detected

📋 Note: The Consent Preference filter is a mandatory field. The Create and Download button when creating a report, or the Save button when editing a report, is disabled until users select a filter option.

Consent Status - By default, CPM includes All Consent Status. Users have the option to select either Pending, Active, or Expired. They can only select a single option per report.

Pull data from a specific form only - This checkbox enables users to filter the data and generate consent reports based on specific consent forms. Once enabled, users can select a single consent form from the dropdown list. CPM then displays a form field filter, which lists all form fields associated with the selected consent form only. By default, all form fields are selected but users can choose which form fields to include in the CSV report.

3

Click Create and Download. CPM then executes the report as a CSV file and displays a toast notification to confirm the execution. Note that there is a 800,000 report threshold and if the report exceeds the limit, the system will stop and will only send the 800,000 reports to prevent performance issues.

4

The system then sends the report download link to the user's email address. Note that the download link is only valid within three days.

Sample Email Notification

The CSV file contains the following columns:

•Consent ID

•Data Subject ID

•DS Type Name

•Consent Form

•Website Source

•Status

•Country

•Brand

•Program

•Channel

•Consent Expiry Date

•Date Received

•Date Modified

If By Form Field is selected, the CSV report will include the Selected Form Fields (for example, Form Field A, Form Field B, and so on).

Sample CSV File

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