How to Generate Compliance Reports

Overview

VeriFood automatically compiles all your food safety data into professional compliance reports. Perfect for health inspections, third-party audits, or internal reviews.

Types of Reports Available

1. Daily Compliance Summary

All tasks completed today
Temperature readings
Any incidents or corrective actions
Perfect for daily management review

2. Weekly Activity Report

7-day overview of all compliance activities
Completion rates by task type
Trends and patterns
Issue identification

3. Monthly Compliance Report

Comprehensive 30-day view
All temperature logs
All checklist completions
Incident reports
Corrective actions
Ready for regulatory review

4. Audit-Ready Package

Custom date range
Specific locations or tasks
Formatted for third-party auditors
Includes all supporting documentation

5. Temperature Log Report

Continuous temperature monitoring data
All readings for specific equipment
Alert history
Calibration records

Step-by-Step: Generate a Report

Step 1: Access Reports Section

Log in to VeriFood dashboard
Click Reports in the left sidebar
Select Compliance Reports

Step 2: Choose Report Type

Click on the type of report you need:

Quick Report (today’s data)
Custom Report (specify parameters)
Scheduled Report (recurring)
Template Report (pre-configured)

Step 3: Set Date Range

For Custom Reports:

Select your reporting period:

Today
Yesterday
Last 7 days
Last 30 days
This month
Last month
Custom range (select start and end dates)

Example for Health Inspection:

Start Date: January 1, 2025
End Date: January 31, 2025
(Shows full month of compliance data)

Step 4: Select Locations

Choose which locations to include:

Single Location:

Select one location for location-specific report

Multiple Locations:

Select specific locations
Or choose “All Locations” for enterprise view

Multi-Location Report Example:

✓ Downtown Location
✓ Airport Location
✓ Mall Location
Generates separate section for each + combined summary

Step 5: Choose Data Categories

Select what to include in your report:

Temperature Monitoring:

✓ All automated sensor readings
✓ Manual temperature logs
✓ Out-of-range incidents
✓ Corrective actions taken

Task Completion:

✓ Opening checklists
✓ Closing checklists
✓ Cleaning schedules
✓ Equipment maintenance

Incidents & Corrections:

✓ All recorded incidents
✓ Corrective actions
✓ Follow-up verification

Training & Certification:

✓ Employee certifications
✓ Training completion
✓ Renewal dates

Supplier Management:

✓ Delivery logs
✓ Supplier certifications
✓ Receiving temperatures

Step 6: Format Options

Output Format: Choose how you want to receive the report:

PDF - Best for printing, email, inspectors
Excel - Editable, for further analysis
CSV - Raw data for custom processing
Web View - Interactive online version

Layout Options:

Summary First:

Executive summary on page 1
Detailed data follows
Best for management review

Chronological:

Day-by-day breakdown
All activities in time order
Best for detailed audits

By Category:

Grouped by task type
All temperature data together
All checklists together
Best for focused reviews

Step 7: Add Customizations (Optional)

Company Branding:

Upload your logo
Add company name and address
Include certification numbers

Custom Cover Page:

Report title
Prepared by (name)
Preparation date
Purpose of report

Include Photos:

✓ Include task completion photos
Shows visual proof of compliance
Larger file size

Digital Signatures:

✓ Include digital signatures from task completions
Adds authenticity
Shows who completed what

Step 8: Generate and Review

Click Generate Report
Wait 10-60 seconds (depending on date range)
Report will open in preview mode

Preview Checklist:

✓ Verify date range is correct
✓ Check all locations included
✓ Scan for data accuracy
✓ Review formatting
✓ Ensure nothing missing

Download:

Click Download button
File saves to your device
Default naming: VeriFood_Compliance_Report_[Date Range].pdf

Email Directly:

Click Email Report
Enter recipient email(s)
Add custom message (optional)
Send

Share Link:

Click Get Shareable Link
Set expiration (24 hours, 7 days, 30 days)
Copy link
Share with inspector or auditor

Pre-Health Inspection Report

Recommended 24 hours before inspection:

What to Generate:

30-Day Compliance Report including:

All temperature logs
All cleaning checklists
Equipment maintenance records
Employee certifications
Any incidents and corrective actions

Preparation Checklist:

Print two copies:

One for the inspector
One for your records

Review for red flags:

Any extended temperature violations
Repeated task failures
Outstanding corrective actions

Have supporting documents ready:

Equipment calibration certificates
Pest control service records
Supplier certifications
Water test results

Brief your team:

What the report shows
Any patterns or issues
Corrective actions taken

Scheduled Recurring Reports

Automate regular reporting:

Step 1: Set Up Scheduled Report

Go to Reports → Scheduled Reports
Click Create Schedule
Configure settings:

Frequency:

Daily (sent every morning)
Weekly (specific day)
Monthly (specific date)
Custom interval

Recipients:

Add email addresses
Multiple recipients supported
Automatically sent at scheduled time

Example Weekly Schedule:

Report Type: Weekly Activity Report
Day: Monday
Time: 8:00 AM
Recipients:
  - manager@restaurant.com
  - owner@restaurant.com
Format: PDF

Benefits of Scheduled Reports:

✓ Never forget to run reports
✓ Keep stakeholders informed
✓ Build consistent compliance records
✓ Identify trends early

Advanced Filtering

Filter by Specific Criteria:

By Completion Status:

Completed tasks only
Failed items only
Overdue tasks
All tasks

By Critical Status:

Critical items only
Non-critical items
All items

By Team Member:

Specific employee performance
Role-based reporting
Identify training needs

Example Use Case: Generate report showing only:

Failed temperature readings
Last 30 days
Downtown location
Critical items only

→ Helps identify specific problem areas

Customizing Report Templates

Create reusable templates for common scenarios:

Step 1: Create Template

Go to Reports → Report Templates
Click Create Template
Name it (e.g., “Monthly Health Dept Report”)

Step 2: Configure Default Settings

Set all your preferences:

Default date range (Last 30 days)
Locations to include
Data categories
Format (PDF)
Layout (Summary First)
Include branding

Step 3: Save and Reuse

Now you can:

Click Generate from Template
Select your template
Adjust date range if needed
Generate instantly

Saves time on recurring reports!

Report Interpretation

Understanding Your Compliance Score

Reports include an overall compliance score:

95-100%: Excellent

All tasks completed on time
No critical violations
Minor if any incidents

85-94%: Good

Most tasks completed
Some minor delays
Few incidents, all addressed

75-84%: Needs Improvement

Missing tasks
Several incidents
Corrective actions needed

Below 75%: Critical Issues

Significant gaps in compliance
Repeated failures
Immediate attention required

Key Metrics to Watch

Task Completion Rate:

Target: >95%
Measures: % of assigned tasks completed on time

Temperature Compliance:

Target: 100% within range
Measures: % of readings in acceptable range

Response Time:

Target: <15 minutes for critical alerts
Measures: How quickly issues are addressed

Incident Frequency:

Target: Decreasing over time
Measures: Number of safety incidents

Troubleshooting

Report shows no data

Check:

Date range has passed (can’t report future dates)
Location selected has active devices
User has permission to view this data
Data exists for selected time period

Missing some expected data

Possible causes:

Filter settings too restrictive
Device was offline during period
Tasks weren’t assigned in that timeframe
Checklist was archived

Solution:

Broaden filters
Check device connection history
Verify task assignments
Include archived items

Report takes too long to generate

For large date ranges:

Break into smaller periods
Generate monthly reports separately
Exclude photos for faster processing
Use CSV for raw data (faster)

Can’t download or email report

Try:

Check internet connection
Disable pop-up blocker
Try different browser
Check email isn’t in spam
Verify email address is correct

Best Practices

For Health Inspections

Before the inspection:

Generate 30-day report
Review for any red flags
Prepare explanations for any failures
Print and organize

During the inspection:

Offer report to inspector
Use it to guide them through your system
Show automated tracking
Highlight corrective actions

After the inspection:

Keep copy with inspection report
Note any findings
Generate follow-up reports
Address any concerns

For Internal Reviews

Weekly Reviews:

Quick 7-day summary
Identify emerging issues
Recognize team success
Plan next week

Monthly Reviews:

Full compliance report
Trend analysis
Staff performance
Equipment status
Update procedures as needed