How To: Download Reports

Summary:

In VendorProof, reports can be accessed via the Reports tab. A range of pre-built reports support compliance oversight and audits, including vendor lists, monitoring issues, exclusion alerts, TIN matching, and CMS audit reports. Reports may take several minutes to generate and are available for download once the status bar turns green. Specialized reports like Single Vendor Compliance and Exclusion Attestation provide detailed, audit-ready documentation. For assistance, watch On-Demand Training Webinars or contact help@vendorproof.com.

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To access VendorProof reports, please log in to VendorProof and select the Reports tab located in the top menu bar. 

A wide variety of pre-built reports are available for exporting vendor information. These reports have been developed based on user feedback and requests to support population oversight and audits.

For all reports, upon selecting the desired report for download, a blue notification bar will appear at the bottom of your screen indicating that the report generation process has commenced. Depending on the report's size and complexity, this process may take several minutes. Once the report is ready for download, the bar will change from blue to green and prompt you to click Refresh. After refreshing the page, a download link will be generated.

 

Operational Reports:

All Vendors: Exports a comprehensive list of all vendors, including Vendor Number, Business Name or First Name, Middle Name, Last Name, DBA Name, Tax Identification Number (TIN)/Social Security Number (SSN), Start Date, and End Date. 

Monitoring Reports:

Current Monitoring Issues: Generates a list of monitoring issues within the VendorProof system, including Color Status, Progress Status, Alert Type, and Alert Authority. This report is particularly useful during audits to demonstrate the quantity and types of alerts as well as their current resolution status.

Monitored Vendors: Produces a report of all vendors currently under active monitoring, encompassing all information from your vendor files. This report includes the Monitoring Start Date along with the overall Color and Progress Status. It is valuable when auditors require a comprehensive list of monitored subjects with confirmation of the Monitoring Start Date. 

Historical Monitored Vendors: Enables the generation of a report for vendors under active monitoring during a specified historical period. It includes all vendor file information, Monitoring Start Date, End Date, and overall Status. This report is beneficial for reporting monitoring activities as of a historical date, providing a list of all monitored vendors (active or terminated).

TIN Matching Status: For organizations utilizing contracted TIN Matching services, this report generates a list of all vendors, highlighting those with invalid statuses.

Exclusion Alerts by Date Range: This report produces a list of all alerts within a selected timeframe. Users can specify the date range and filter by verification results (Match, No Match, or Unable to Determine).

Exclusion Attestation Summary: Requires selection of a date range and allows specification of sub-clients. It provides all matched exclusions during the selected period. This summary is branded, dated, and signed by our Co-Founder, Michael Rosen, and includes an explanation of our Exclusion Monitoring process for both Federal and State datasets. It is particularly useful during audits when specific monitoring language is required, along with reporting the number of matched exclusions within a defined timeframe.

Single Vendor Compliance Report: Generates a monitoring summary for an individual vendor. This report includes vendor information such as address (if provided), Monitoring Start Date, and all monitored products. It also provides the Overall Monitoring Status and Progress Status, along with detailed alert information, including user notes and status changes. This report is especially valuable during audits when comprehensive vendor details, including monitoring history, alert information, and resolution processes, are requested.

Vendor CMS Audit Report: This report complies with specific standards required for CMS audits. It allows selection of a particular vendor and a specific month and year to demonstrate proof of monitoring and search results. The report is branded and includes the run date, the user who generated the report, as well as the selected month and year. Vendor information from the data file is included, along with Monitoring Results and an index of all searched lists, including any matched exclusion details.  

Vendor Signup Status: For clients enrolled in VendorProof Plus with Vendor Signup, this report provides the status of all vendors who have registered in VendorProof. 

*Note: Vendor Reports are accessible only if the Engage service is contracted. Otherwise, these reports will not be visible within the application.

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For additional support, please view one of our VendorProof On-Demand Training Webinars. For more information, contact our Client Care team at help@vendorproof.com.