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Exporting risks

Roles and permissions

The following roles can export risks:

  • Administrators who are members of the Risk Register

  • Compliance managers who are members of the Risk Register

  • Users who are members of the Risk Register

Risks can be exported from Hyperproof to a CSV file or XLSX (Excel) file.

Note

To include specific fields in your export file, such as custom fields, you must make sure they are displayed in the Grid View for the items you are exporting. Use the Settings option to select the fields you want to display in the Grid View and choose their display order. To access Settings, click the Gear icon on the top right corner of the grid.

To include specific records in your export file, use the Filter options to reduce the number of records displayed in the Grid view. Only items included in the Grid view are included in the export file.

  1. From the left menu, select Risk.

  2. Select your Risk Register.

  3. Select the Risks tab.

    risks-tab-generic.png

  4. Select the checkboxes next to the risks you want to export. To select all risks, select the All checkbox in the upper-left corner of the grid.

    select-all-risks.png

  5. Click Export, and then select either Export risks CSV or Export risks XLSX.

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