Configuring and Filtering Exchange Views

You can configure the Third-Party Risk Exchange screen to filter the information based on a specific criteria when on the List view.



Note:

When using the grid or list view to view the Third-Party Risk Exchange inventory, you can narrow your search options by selecting Vendor Name or Vendor Domain.



To add filters

  1. On the Third-Party Risk Exchange menu, select Exchange.
    The Third-Party Risk Exchange screen appears.
  2. Select the List view.
    Filters are not available on the Grid view.
  3. Click the Filter icon.
    The Filter pane appears.

  4. Click the Add Filter button.
  5. Select the criteria by which you would like to filter the attestations.
  6. Click the Save button.
  7. Click the Apply button.

To configure the list screen

  1. On the Third-Party Risk Exchange menu, select Exchange.
    The Third-Party Risk Exchange screen appears.
  2. Select the List view.
    Filters are not available on the Grid view.
  3. Click the Column Selector icon.
    The Column Selector modal appears.
  4. Configure the fields as necessary.
    For more information, view the Column Selector Screen Reference.
  5. Click the Apply button.

Column Selector Screen Reference



Buttons

Description


Moves the selected field from Available Fields to Visible Fields.


Moves the selected field from Visible Fields to Available Fields.


Moves the selected field to the first position.


Moves the selected field forward by one position.


Moves the selected field backward by one position.


Moves the selected field to the last position.