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Reporting

Automatically generate standard and custom reports and send to your clients via email with Velappity.

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Send reports faster with Velappity

Velappity can generate reports from completed inspection jobs, streamlining administrative tasks and ensuring accuracy in results. Reports can either be automatically sent to clients on job completion or be sent by office users.

Digital reporting

Replace outdated paper systems

Go paperless with client reporting to ensure accuracy and speed in every report.

Generate client reports instantly

Automatically generate client reports with inspection results.

Custom reports

Create custom reports in Microsoft Word using the Word Plugin.

Automatic emails

Set reply-to and CC email addresses

Set the email addresses that will be CCd into automatic emails and receive replies to automatic emails from clients.

Add client contact details

Add contact email addresses for your clients for fast reporting.

Send reports automatically

Reports can be set to be sent automatically upon job completion.

Client portal

Portal for clients

Give your clients access to a portal to view the results of monitoring visits and inspections.

Select document types to show

Select which documents you want clients to access on the client portal.

Clients receive instant reports

Client portal users can access the portal at any time, giving them access to their results as they need it.

Reporting software functionality

  • Send direct to client contacts
  • Invite client portal users
  • Provide accurate results
  • Go paperless with reports
  • Generate reports seamlessly
  • Create custom client reports
  • Send reports instantly
  • Install the Word plugin

Velappity’s core reporting features

Auto-generated reports

Leverage auto-generated reports as one of the key features in Velappity to quickly populate client results.

Custom reports

Create custom reports using the Microsoft Word plugin. Format and design reports to your requirements.

Compliance reporting

Clients can receive results of compliance monitoring visits instantly.

Issue list

The issue list in the client portal allows clients to view identified issued with their assets.

Reports organised by site

In the client portal, your clients can access reports organised by site, simplifying their overview.

Client logbook

Clients can view the results of inspections organised in a calendar view in the client portal.

Instant reporting

Reports can be set to automatically send to your client’s email upon completion of jobs.

Client portal

Add client portal users to access reports and results through the client portal for faster communication.

Start a free trial today to explore Velappity’s reporting features and keep your clients informed

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Benefits of using Velappity’s reporting software

Improved communication

Improve client relationships with emailed reports and instant access to compliance results via the client portal for clear, effective communication.

Streamlined process

Mobile users inspect assets and sync results with office teams, enhancing collaboration and team management for inspection and compliance companies using Velappity.

Reduced admin time

Go paperless and reduce your reporting time by up to 50%. Remove the need to manually produce reports for every job completed. Field inspectors sync data back to the desktop app to instantly generate reports.

Frequently asked questions

Not all pricing plans include the client portal. For details on the number of client portal users the pricing plans include, please see our pricing page.

Not all of our pricing plans include custom reports. For details on which pricing plans include custom reports, please see our pricing page.

Once downloaded, the Microsoft Word plugin allows you to create custom reports using control tags. Use an existing report or create a new one in Word, then use the plugin to add control tags to where information should appear as pulled through from your inspection forms. This allows for complete freedom in the design and layout of your reports.

Work smarter to get more done

Go paperless

Automatic task creation

Reduce reporting time

Swift issue management

Improve communication

Increase profitability

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