Organization Training History Report
Every training an organisation has had.
Overview
Engagements, participants and balances per client.
When to use organization training history report
- You prepare for a client meeting.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Organization Training History Report under Events Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Engagements, participants and balances per client. Amounts in USD.”
- Columns: CLIENT, ENGAGEMENTS, PARTICIPANTS, FIRST ENGAGEMENT, LATEST ENGAGEMENT, INVOICED, OUTSTANDING.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read