From the Trust Center, you can download reports containing vital information about how your customers and prospects interact with your Trust Center page. This information, especially when using Trust Center Pro with CRM, can be leveraged to understand different metrics. Additionally, these insights can be shared with internal stakeholders to demonstrate the effectiveness of Trust Center in the sales cycle.
Generate a report
Navigate to Drata's Trust Center page.
Select the Insights tab and then the Generate report button.
Select the timeframe from which you want to gather insights. You can also select Custom to customize the timeframe.
Select Generate and then Confirm.
When the reports are finished generating, you can download the zip file directly from Drata. You will also receive an email with a link to the file, which is valid for 7 days.
Report Content
After downloading the report, you will find a zip file containing the following CSV files:
REQUESTS_APPROVED_DOMAINS.CSVDescription: Contains domains that have been approved to automatically access your Trust Center documents.
Fields:
Approval Date (UTC)
Approved Domains
Name
Approver Email
ACCESS_REQUESTS_APPROVED_EMAILS.CSVDescription: Contains individual email addresses that have been approved to automatically access your Trust Center documents.
Fields:
Approval Date (UTC)
Approved Emails
Name
Approver Email
ACCESS_REQUESTS_LIST.CSVDescription: Provides a log of access requests, including who requested access, the organization, and the documents involved.
Fields:
Date/Time(UTC)
Organization
Name
Requester Email
Documents
Status
Processed by Name
Processed by Email
NDA Source
Length of Access
Expiration Date
DOCUMENT_REQUESTS_FILE_NAME.CSVDescription: Summary of the requested documents, categorized by type and name, including the number of times each document has been requested.
Fields:
Document Type
Document Name
Count
PRO_REVENUE_INFLUENCED.CSVDescription: Tracks the influence of your Trust Center on company revenue by associating document requests with CRM opportunities and helps quantify how interactions with your Trust Center have potentially contributed to revenue by showcasing sales stages and associated opportunity values.
Fields:
Request Date/Time
Company
ACV (USD)
Initial Opportunity Stage
Current Opportunity Stage
Opportunity Name
Opportunity Id
SUMMARY.CSVDescription: High-level summary of the number of requests made for private files on your Trust Center page.
Fields:
Date
Private File Requests
Use our public API to generate Reports
Leverage our public API to programmatically generate Trust Center usage reports. This allows you to upload the files to an analytics tool or schedule usage reports for key stakeholders.
You can view our API documentation here under Trust Center Pro at https://developers.drata.com/docs/.