Customer Forum

GDPR Compliance Status - People/ Leads

Tigya (Workbooks Online) Posted: 2018-05-01 09:46

NOTE: This report forms part of our GDPR Packaged Service. For more information on this service please contact our support team on support@workbooks.com. Alternatively, you can implement this report and the GDPR Solution yourself using the GDPR Plugin available from the Workbooks Script Library. If you are following the Plugin, please ensure you name this report exactly as specified otherwise you will not be able to complete the installation. Most of the fields used in this Report, reference Custom Fields that are created via the Plugin.

With the new GDPR legislation coming into effect, you may want to view compliant or non compliant status of People/Leads in your database. This simple Report will help you identify any issues with Compliance.

Both of these reports are available on our template report library with all of the columns/criteria you need - click New -> Report -> Create a report from a template report and select "Template - GDPR Compliance Status - People" or "Template - GDPR Compliance Status - Leads" depending on which report you are trying to build.

Remember to save the report with the name given below:

Report #	Report Name	Report Based On
1	GDPR Compliance Status - People	People
2	GDPR Compliance Status - Leads	Leads

TIP: We'd recommend that you add this report to a Dashboard to help you manage GDPR compliance across your entire business. See our Knowledge Base page here on how to create Dashboards.