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Generate a report for one organisation

Turn the current AppVentory data for one business or client into a review document you can check before sharing.

What you get

A structured report built from the AppVentory data available for one organisation. Use it as a review document for your own business or, where applicable, for a client.

The reporting workflow is shared, although the report options available can differ between your own organisation and a client.

Steps

  1. Go to Dashboard and click Generate Report.
  2. Choose the report that fits the conversation:
  • Preliminary Financial Review — A first look — spend, forecast, renewals, headline savings
  • Comprehensive Financial Review — The full financial picture for a review meeting
  • System Review — The whole stack — spend, risk, compliance, initiatives
  1. Check the readiness list the dialog shows you before generating — see What goes into a report.
  2. Generate. The PDF lands in Reports, under My Business Reports or My Client Reports.

Generate Report showing the available report types

Generate Report showing the available report types

For a client

Open the client's record and use its Reports tab, or go to Reports → Generate Report For and pick the client. Client reports add three one-page options — Software Spend Visibility, Compliance & Data Security and Digital Transformation — alongside the full reviews.

Finding it again

Reports keeps every generated PDF with who made it and when. Open, download or email from there.

What you've unlocked

You can now turn the current state of one organisation into a document that is easier to review, discuss and revisit later.