Download Full Manual

Risks Table

Where to find

The Risk Table displays all the risks to your strategy you’ve identified. It is found through the Monitor tab on the Left-Hand Menu.

Image showing the monitor tab in SB

Add a New Risk (Admin Only) 

To add a New Risk click on the “New” button in the top right of the screen (shown in the image).

This will take you to a new page where you will fill in the details of the risk. You must have the administrator role to create a new risk

New Button +

Top Bar Options

The Rows drop down lets you select how many rows are shown on the table per page. Pages can be navigated between using the buttons on the bottom right of the table.

The Columns button takes you to a new page which allows you to fully customise which columns appear in the risk table.

The CSV button allows you to download the risk table to computer as a CSV file which you can then enter into excel, google sheets or your spreadsheet application of choice.

Risk Table Options Screenshot