Important notice
The Classic Experience will be sunset on
Aug. 1.
If you have questions, contact your Customer Success and Implementation Manager,
Account Manager, or
support@trustarc.com.
Aggregate reports compile information across multiple assessments. There are two types available in Assessment Manager:
Assessment Status Report
Analyzes statistics across multiple assessments based on
different templates. Includes:
›Number
of assessments by template
›Number
of assessments by primary (first) approver
›Number
of assessments by status (Open, Survey, In Review, Approved,
etc.)
›Risk
Heat Map by Asset/Initiative
›Number
of open vs. complete tasks — by primary approver and
overall
›Number
of open vs. unresolved issues — by primary approver and
overall
›Number
of assessments by age (time since open)
›…
and many other useful statistics
Questions & Responses Report
Provides question-specific information for assessments based
on the same template. Shows the answers to every
question in every assessment on a single chart, with answers
that have issues or assigned risk clearly marked.
Generating an Aggregate Report
1
From the left side of the page, hover the mouse over the
Assessment Manager icon (1), and
then select Assessments (2).
The filter controls (3) let you filter assessments by time, template, status, and other criteria. For the Questions & Responses Report, filter by Template (4) first to ensure all selected assessments use the same template. Click More (5) for additional filtering options. For more information, see Navigating Assessments.
2
Select the assessments to include in the report. You have
three options:
›Click
Reports (6) without
selecting any assessments to generate a report across all
assessments matching your current filter — including those
not visible on the current page.
›Check
individual assessments using the checkboxes (7)
to the left to include specific records only.
›Use
the master checkbox (8) to select all assessments
matching the filter criteria — including those on other pages
— and then uncheck any you want to exclude.
3
Click Reports (6)> CSV & TXT Export, and then select Assessment Status (CSV) or Question & Responses (CSV). For the Questions & Responses Report, all selected assessments must be based on the same template.
📋 Note: To use TrustArc Excel templates for advanced charting and aggregate reporting, first generate the .csv version of your report, then copy and paste the data into the pre-configured TrustArc Excel templates as described here.
4
Once you request the .csv report, the system will email you a download link when it is ready. Large reports covering hundreds or thousands of assessments may take some time to generate. Alternatively, navigate to Reports (9) > All Reports (10) in the main menu to check the report status.
Your report will appear at the top of the list with a status of PENDING. Refresh the page periodically. Once the report status changes to OK, click the ellipsis icon next to it and select Download to open the .csv file.
5
Use the generated .csv file directly, or copy and
paste its content into the TrustArc pre-configured Excel
templates for advanced charting and aggregate reporting.