What this is for
Reporting is where a buyer shows what has been bought and what it has delivered, to a board, an auditor or a funder. It works for public bodies and for private companies, and the wording follows your organisation type. It sits in the Velstrian Buy menu and has tabs for the portfolio view, the award record, the value tracker and supplier feedback. The value tracker has its own guide.
The reports and exports
The reports view starts with an at a glance count of your requirements, contracts and suppliers. Below it, an Exports section offers branded reports you can download and send on, and a Live surfaces section links to the portfolio and award record views.
The Portfolio tab
This tab shows committed against delivered social value across all your contracts, by theme, as a chart you can also read as a table. Each theme is marked on track, at risk, not yet due or breached, and under delivery alerts are worked out from your own records. If no commitments are recorded yet, the page is empty and offers a shortcut to your contracts. Add commitments to an awarded contract and they appear here.
The Award record tab
Every contract you award adds one row. The tab totals the notices and their value and exports to CSV, PDF and Word. For a contracting authority it presents the award notices that the Procurement Act 2023 requires. For a private company it is simply your own record of awards for your files, your board or an audit, and it says the statutory duty does not reach you.
The Relationship feedback tab
Here suppliers rate the working relationship with you. You choose a contract and a quarter and enter the supplier contact's email. The supplier receives a single use link, and the page lists the links you have sent and whether each still works. Answers stay private. You see how many suppliers answered, never who gave which score, and an average is published only after the quarter closes and enough different suppliers have answered.
Step by step
- Open Reporting from the Velstrian Buy menu.
- Download the report you need from Exports.
- Open the Award record tab and export it in the format your reader wants.
- Open Relationship feedback, choose a contract and a quarter, enter the supplier contact's email and choose Email the rating link.
If it goes wrong
If a tab cannot load, choose try again. Nothing is changed by a failed load. If you cannot ask a supplier for a rating, the contract needs a supplier recorded first. If the email is on your own organisation's domain, the page warns you, because a rating is meant for the supplier and not a colleague. If a rating link email fails to send, check the address and send again.