Reports

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Build Reports That Drive Oversight and Action

The Reports module gives you the flexibility to generate detailed, summary, and trend-based insights across all your vendor data. Whether you need a quick export, a scheduled delivery, or a report that powers an automated action, VendorRisk reporting adapts to your workflow — no IT support required.

Create & Save Ad-Hoc Reports Instantly

Build custom reports on the fly using your own filters, fields, and logic—no SQL or support ticket required.

Detailed Reporting by Filtered Criteria

Drill into records that meet complex conditions, such as contracts expiring within 12 months and owned by IT.

Question-Based Drilldown Reports

See which records match a specific answer—like all vendors that replied 'Yes' to data access questions.

Summary Reports for Field-Based Totals

Generate high-level summaries like vendor counts by status or contracts by department for quick insights.

Track Trends Over Time

Visualize changes in review scores, risk ratings, or vendor responsiveness with built-in trend reporting.

Executive Rollup Reports

Aggregate multiple individual reports into a single view for leadership-level visibility and reporting.

Use Reports to Drive Bulk Actions

Run mass updates, email outreach, or status changes based on filtered report results.

Pin Reports to Your Dashboard

Easily add key reports to your dashboard for one-click access to real-time insights.

Export to PDF or Excel

Download any report in PDF or Excel format to share insights or archive results.

Schedule Automated Report Delivery

Send reports to users on a custom schedule—daily, weekly, or based on your organization's reporting cadence.

Connect Reports to External Systems

Enable API access to let other systems securely pull report data for further processing or analytics.

Track Export History by User

See who downloaded which report, when, and how often—adding transparency to data access.

Filter Reports Using Other Reports

Create filtered reports that include or exclude items based on results from a separate report—ideal for layered analysis or exception tracking.

Limit Results Per Report for Performance

Set row limits or max result sizes to avoid accidental overloads and improve load times for heavy reports.



Turn Data Into Decisions

Build custom reports and share insights — all without writing a single line of code.

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