Lesson 5: Downloading Reports

To access VendorProof reports, login to VendorProof and click on the Reports tab in the top menu bar. 

There are numerous pre-built reports available to export vendor information. These were designed based on user suggestions and requests for population oversight and audits.

With all reports, when you select the report you wish to download, you will see a blue bar at the bottom of your page to notify you that the report is beginning to generate. Depending on the size and complexity of the report selected, it may take several minutes. Once the report is available to download, the bar will change from blue to green and prompt you to press Refresh. Once the page is refreshed, it will generate a link to download.

Operational Reports:

All Vendors: Exports a list of all vendors, Vendor Number, Business Name or First Name, Middle Name, Last Name, DBA Name, Tin/SSN, Start Date,  End Date 

Monitoring Reports:

Current Monitoring Issues: Generates a list of monitoring issues in the VendorProof system and will include Color Status, Progress Status, Type of Alert, and Alert Authority. This report is helpful during audits to show evidence of the quantity and types of alerts and the current resolution status.

Monitored Vendors: Generates a report of all vendors in active monitoring including all information provided on your vendor files. This report includes the Monitoring Start Date, as well as an overall Color and Progress Status. This is a useful report when auditors require a full list of monitored subjects and need confirmation of the Monitoring Start Date. 

Historical Monitored Vendors: Allows you to generate a report from a historical date and will generate a report of all vendors in active monitoring during the selected time period. It will include all information provided on your vendor files and will include the Monitoring Start Date, End Date, and overall Status. This report is helpful when needing to report monitoring on a historical date, supplying a list of all monitored vendors (active or terminated).

TIN Matching Status: If your organization has contracted TIN Matching services, this report will generate a list of all vendors highlighting those with invalid status

Exclusion Alerts by Date Range: This report will generate a list of all alerts within a chosen timeframe. This report allows you to specify the date range, as well as the verification result (Match, vs No Match vs Unable to Determine).

Exclusion Attestation Summary: This summary requires a date range selection, and allows you to specify sub-clients. It will supply all matched exclusions during the selected time period. This summary will be branded, dated, and signed by our Co-Founder Michael Rosen. It will also explain our Exclusion Monitoring process for both Federal and State datasets. This summary is helpful during audits when specific monitoring language is required, in addition to reporting the number of matched exclusions during a defined time period.

Single Vendor Compliance Report: This report generates a monitor summary on one single vendor. The report will provide the vendor information, including address (if provided), Monitoring Start Date, and all Monitor Products. The Overall Monitoring Status and Progress Status will be provided. Additionally, all alert details, including user notes and status changes will be provided. This report is particularly helpful during audits if an auditor requires a vendor's full details, including monitoring history, alert information, and resolution processes.

Vendor CMS Audit Report: This report meets specific standards for reporting during a CMS audit. It allows you to select a particular vendor and a specific month and year to show proof of monitoring and search results. This report will be branded, in addition to providing the run date, the user who generated the report, as well as the selected month and year. The vendor information supplied from the data file will be available, as well as the Monitoring Results, and an index of all searched lists, including any matched exclusion details.  

Below is a brief video walking through the details of the Monitoring reports.

Vendor Reports*

Vendor Signup Status: For clients who have enrolled in VendorProof Plus with Vendor signup, this report will generate a status of all vendors who have enrolled in VendorProof. 

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

Next: Adding and Removing Users

Need additional support? Watch one of our VendorProof On-Demand Training Webinars. Contact our client care team for more information at help@vendorproof.com.