Running reports in Vantify

Vantify provides built-in reporting tools to help you track compliance status, monitor trends, and produce evidence for audits and board reporting.

Accessing reports

Navigate to Reports from the left-hand menu. You will see a library of pre-built report templates as well as the option to create custom reports.

Pre-built reports

Common reports available out of the box include:

• Compliance Status Summary – Overview of all properties by compliance status
• Overdue Actions Report – Lists all actions past their due date, grouped by property and priority
• Assessment Schedule – Upcoming and completed assessments with dates and assessor details
• Risk Register – All identified risks ranked by severity and likelihood
• Contractor Performance – Tracks contractor compliance and response times (Supply Chain module)

Creating a custom report

1. Click New Report
2. Select the data source (Properties, Actions, Assessments, Users, etc.)
3. Choose the columns and filters you need
4. Set a date range
5. Click Generate

Exporting reports

All reports can be exported as PDF or CSV. Click the Export button in the top-right corner of any report view. PDF exports include your company branding and are suitable for sending to clients or senior leadership.

Scheduling automated reports

To receive reports automatically, click Schedule on any report and set the frequency (daily, weekly, or monthly) and recipients. Reports will be emailed as PDF attachments.