Run specific reports on your vendors.
1. Report: Select the report to run.
2. Filter On: Select how to organize the report.
3. Filter: Select all vendors or a specific vendor.
4. Sort: Select the order in which data in the report is displayed.
Types of Reports
Access to Corporate Sensitive Data*: Displays the corporate data vendors process, store or access for your company. Includes the vendor’s submission date, assessment and heatmap score. Available in PDF for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Access to Personal Data*: Displays the personal data vendors process, store or access for your company. Includes the vendor’s submission date, assessment and heatmap score. Available in PDF for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Access to Sensitive Data Details*: Displays the personal and corporate data vendors process, store or access for your company. Includes the vendor’s submission date, assessment and heatmap score. Available in PDF for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Access to Special Categories Data*: Displays the special categories data vendors process, store or access for your company. Includes the vendor’s submission date, assessment and heatmap score. Available in PDF for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
GDPR Vendor Diligence Review*: Displays the personal and special categories data vendors process, store or access for your company. Includes the vendor’s profile information, access and control levels, processing activities and fourth party processing information. Available in PDF for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Sensitive Information Accessed*: Displays the personal and corporate data vendors process, store or access for your company. Available in PDF and Excel for vendors that have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Survey Questions and Answers: Displays vendor’s survey and answers. Triggered heat is displayed at an answer choice level. Available in PDF and Excel for all vendors.
Upcoming Assessments: Displays vendors with a next assessment date within the next 60 days. Includes the vendor’s last submission date, assessment and next assessment date. Available in PDF for all vendors with an upcoming assessment.
Vendor Access*: Displays the access vendors have to your company’s sensitive information, corporate network or corporate facility. Includes the vendor’s categories, assessment name and submission date. Available in PDF and Excel for vendors who have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Vendor Assessment Overview: Displays all assessments created in the “Setup” tab. Includes the number of vendors with completed surveys within the last 12 months, and the number of vendors who are scheduled to receive a survey within the next 30 days. Available in PDF.
Vendor Feedback*: Includes only vendors that received a feedback question from your company. Includes the vendor’s profile information, personal and corporate data categories, access and control levels and heatmap score. Available in PDF for vendors who have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Vendor Heatmap Scores: Displays the level of heat vendors triggered at an answer choice level. Includes the vendor’s assessment, submission date, survey status, annual spend and categories. Available in PDF for vendors who have submitted their assessment and have applied heat to their survey (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab). Heat levels include:
Green: Number of approved responses.
Yellow: Number of questions answered with moderate risk responses.
Red: Number of questions answered with high risk responses.
Vendor Overview*: Displays vendor’s profile information, personal and corporate data categories, access and control levels and heatmap score. Available in PDF for vendors who have submitted their assessment (in the “Ready to Review” or “Surveys Completed” column in the “Track” tab).
Vendor Replaceability: Displays vendor’s last submission date, assessment, heatmap score, annual spend and replaceability level (indicated in the vendor’s profile). Available in PDF for all vendors.
* Report is configured from the Exterro standard surveys provided with your Exterro agreement. If you do not use Exterro’s surveys, the report may have absent information.
General FAQs
Why are some reports blank? Reports noted with an asterisk (*) are created directly from specific questions in Exterro’s standard surveys. If you did not utilize these surveys, the reports may have blank fields. Also, certain reports do not populate data until a vendor submits their survey. Refer to the specific report description to determine when the report data is available.
Why don’t the reports reflect the edits made to the headers in the standard assessment? Reports noted with an asterisk (*) are created from Exterro’s standard surveys. They may not reflect an edit made to Exterro’s surveys.
Why isn’t one of my vendors listed on the report? Each report has varying criteria for displaying vendor information. If a vendor does not appear on a report, it does not have criteria matching the specific report format (e.g. a vendor has not submitted their assigned survey or the vendor is inactive).