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How to generate a managed vendors export

Automate your managed vendor reporting

Written by Aaron Spiteri

Overview

The Managed Vendors Export feature provides a comprehensive overview of all Managed Vendor requests, enabling you to conveniently access this information beyond the confines of the product. Each export offers a wealth of valuable details, including request date, service level, service status, vendor information, assessment status, analyst notes, and more.
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Prerequisites

To request a Managed Vendor export through our Third-Party Risk Management service, it is essential to hold an active Third-Party Risk Management license.
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How to export

Head over to Managed Vendors, or click here.
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To run an export click on the "Export" button in the top right-hand corner of the page.
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When you click on the "Export" button, you will see the following screen appear.
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From here, you can configure your export. You can schedule recurring reports on a regular cadence and share those reports with stakeholders via email. You can receive reports on a weekly, monthly, quarterly, or annual basis, depending on your organization's needs. Choose your configuration and then click the "Export" button.
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Downloading the report

Like all exports in the UpGuard platform, your report will be made available for download via our reports page.
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Note: It can take some time for reports to generate, depending on the amount of data you wish to export. We'll notify you once the report has been generated.