Data Lineage Reports are useful when you need a clear record of what changed, when it changed, and who reviewed, approved, or published it. They’re especially helpful for audits, internal reviews, and compliance documentation.
How to generate a Data Lineage Report
You can generate a report for a single policy or for multiple policies at once.
Export a report for a single policy
Go to your Policy Library.
Open the policy you want to export.
Open the export options and choose Export Data Lineage Report.
Export a report for multiple policies
Go to your Policy Library.
Select the policies you want to include in the report.
In the bulk action menu, select export, and choose Export Data Lineage Report.
Choose your report settings
In the export modal, choose a preset or customize the report using the available options.
Click Generate PDF Report.
For smaller exports, your report may be ready quickly. For larger exports, especially when multiple policies are selected, Blissbook generates the report in the background and sends you an email with a download link when it’s ready.
Start with a preset
Presets are the fastest way to generate a report for a specific use case. They prefill the export settings for you, and you can still adjust them before generating the PDF.
Preset | Description |
Standard | A clear, low-noise report of key edits, review actions, and publishing events. |
Table of Content | A lighter export focused on policy structure rather than full detail. |
GDPR | Focuses on accountability: who approved what, when, and what’s currently in effect. Keeps collaboration noise out of the report. |
SOC 2 Type I | Best for an “as-of” snapshot. Shows recent governance and approvals leading up to today. |
SOC 2 Type II | Includes a more complete activity log and review evidence across the selected period, without pulling in optional commentary unless you choose to include it. |
SOC 1 Type II (ICFR Evidence) | Targets controls evidence over the audit period. Emphasizes traceability and approvals rather than collaboration commentary. |
ISO 27001 Surveillance | Optimized for annual surveillance. Highlights change management and review evidence across the last 12 months. |
ISO 27001 Recertification | Designed for the full certification cycle. Covers longer history while keeping the report readable. |
Customize the report
You can use a preset as a starting point, or configure the report manually. If you manually change any settings, you will have the option to create a new preset and save it to reuse later.
Setting | What it controls |
Timeframe | Choose the time period the report covers. This determines which versions, review actions, and activity events are included. When exporting multiple policies, the same timeframe applies to all selected policies. |
Versions | Choose how much version history to include:• Last Published Version – Only the version currently in effect• Full History: Major releases only – Published major versions within the timeframe• Full History: Major & Minor releases – The most complete version trail, including smaller updates |
Content | Choose how much policy content to include:• Full Content – Full text of the selected version(s)• Table of Contents only – Structure and headings without full body text |
Release Notes | Choose whether release notes appear:• Yes – Include wherever they exist• No – Omit release notes |
Properties | Choose how much policy metadata to include:• Only with values attached – Includes populated properties only• All properties – Includes every property, even if blank |
Activity | Choose which activity types to include in the activity timeline. This can include content edits, property changes, review activity, comments, access or role changes, and publishing events. |
Review History | Choose how much review evidence to include:• Approvers only• All Reviews• All Reviews + Feedback – Includes review rounds plus feedback and comments |
Annotations | Toggle on to include annotations attached to the policy content. |
Comments | Toggle on to include comment threads and comment activity in the report. |
What’s included in the PDF
Cover page
Shows the policy name and the export settings used, such as timeframe, version scope, activity filters, and whether annotations or comments were included.
Version Overview
Lists the versions included in the report, along with publish dates and release notes where applicable.
Policy Content
Shows the text of the selected version or versions.
Properties
Shows the metadata included for the policy, such as audience, owner, jurisdiction, team, or any custom properties included in the export.
Review History
Shows review rounds, reviewer statuses, approvals, due dates, and optional review feedback.
Activity
Shows a timeline of key changes, such as edits, publishing events, property changes, comment activity, or access changes.
Quick Tips:
📸 For a quick snapshot, start with Last Published Version.
📋 For audit evidence, use a preset and then review the Versions, Activity, and Review History settings before generating the report.