Generate the Portfolio Impact Report

Use the Portfolio Impact Report to gain visibility into how risk is distributed across your portfolio. You can tailor this report to include companies and data based on the current challenges to your program. With this report, you can compile information on vulnerabilities, concentration risk, and security events, then review their impact on your tiers and folders.

With this report, you can:

• Assess how much of your portfolio would be impacted by a potential vulnerability in a specific port, service provider, or service.
• Identify companies that are exposed to specific vulnerabilities (SolarWinds, DROWN, etc.).

Instructions

1. Open the Reports page and locate the Portfolio Impact card.
2. Mouse over the card and select Create.
3. Use the first Add button to select Tiers or Folders to include in the report.
4. Select the Tiers tab or the Folders tab.
5. Select +Plus icons to choose one or more tiers or folders from the list.
6. Select Done.
7. Use the second Add button to select and apply filters.
8. Select checkboxes to choose one or more filters from the list.
9. Select Done.
10. Select Edit to change your tier or filter selections, or
11. Select View to generate the report.

Once generated, you can edit the report to fine-tune the results, save the report with the current configuration, schedule the report for automated delivery, Quick Share the report with key stakeholders, and download the report for use in other analysis and reporting tools.

Reading this Report

A pie chart at the top of the report indicates the number of companies in your portfolio that match your filter settings. Below, these companies are listed along with their current ratings and their related industries. This data can help you recommend where to focus efforts when addressing issues with vendor ratings.

Downloading this Report

You can download this report as a .pdf file. To download the report, select the Download button in the upper right corner of the report.