Reporting
Automatically generate standard and custom reports and send to your clients via email with Velappity.
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Replace outdated paper systems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
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
Will all my clients have access to the client portal?
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.
Do all Velappity account types include custom reports?
Not all of our pricing plans include custom reports. For details on which pricing plans include custom reports, please see our pricing page.
How does the Microsoft Word plugin work?
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