Overview
Export assessment data to Excel (.xlsx) format for custom analysis, integration with other tools, or creating reports in your preferred format. Excel exports include raw data that you can filter, sort, and analyze as needed.
Available Exports
Assessment Response Export
Complete question-by-question breakdown of a single assessment.
Includes: Question text, vendor response, score, criticality, evidence status, comments
Vendor Portfolio Export
Summary of all vendors and their current risk status.
Includes: Vendor name, category, risk score, risk level, last assessment date, next review date
Findings Export
All identified security findings across assessments.
Includes: Finding description, severity, vendor, status, recommendation, assigned owner, due date
Assessment History Export
Historical record of all assessments for trend analysis.
Includes: Assessment date, vendor, template, score, risk level, completion time, reviewer
How to Export
Navigate to the Data
Go to the Assessments, Vendors, or Findings page depending on what you want to export.
Apply Filters (Optional)
Filter the data first if you only want to export a subset (e.g., high-risk vendors only).
Click Export
Click the "Export" or "Download Excel" button.
Open in Excel
The .xlsx file downloads automatically. Open it in Excel, Google Sheets, or any compatible spreadsheet application.
Common Use Cases
- Custom Reporting
Create pivot tables, charts, and custom reports in your preferred format.
- GRC Integration
Import data into your GRC platform or risk register.
- Audit Evidence
Provide raw data to auditors who want to perform their own analysis.
- Trend Analysis
Analyze risk score changes over time across your vendor portfolio.
- Backup
Keep local copies of your assessment data for business continuity.