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How to filter the Portfolio Risk Profile
How to filter the Portfolio Risk Profile

Learn how to filter the Portfolio Risk Profile module in UpGuard Vendor Risk.

Abi Tyas Tunggal avatar
Written by Abi Tyas Tunggal
Updated over a week ago

The Portfolio Risk Profile summarizes all identified risks found across all your monitored vendors and allows you to request remediation of specific risks. Each identified risk includes a severity, name, risk type, category, and the number of vendors impacted.

For many of you, this can result in hundreds or even thousands of risks depending on the number of vendors you monitor. To reduce cognitive load, you can apply filters by labels, findings, risk categories, or vendors.

A common use case we see for this feature is to discover vendors who have specific ports open. For example, which vendors have the FTP port open?

How to apply a filter

Head over to the Portfolio Risk Profile, or click here.

To apply a filter to the Portfolio Risk Profile, click on the "Apply filters" button in the top right-hand corner of the page.

When you click the button, you should see a panel slide out from the right-hand side of your screen that looks like below.

To apply a filter, click on the search box below the type of filter you would like to apply. Note: You can apply multiple filters at the same time, e.g. filter by open FTP port.

In the example below, I have chosen to filter by the finding "Telnet port open"

To apply the filter, click the "Apply" button in the top right-hand corner of the panel. Your screen should now look similar to below. As you can see, there is a modal at the top that highlights you have a filter active and the filters button has updated to reflect the applied filters.

How to remove a filter

To remove a filter to the Portfolio Risk Profile, hover your mouse over the "FILTERS ACTIVE" modal at the top of your screen. You should see the text change to "CLEAR FILTERS", click that to remove the applied filters.

Once you have clicked "CLEAR FILTERS", you should see that all filters have been removed and the Portfolio Risk Profile has returned to the default state.

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