Reports

This guide walks through each screen in the Reports menu of the CPD Training module: Event Summary Report, Delegate Confirmation Report, Organization Training History Report, Staff Confirmation Activity Report, Trainer Directory Report, Proposals Generated, Business Acquisition & Conversion, Client Visits, Marketing Materials Produced, Calendar Success Rate, Events per Week, Organisation Performance, Organisation by Event, Event Profitability Report, Division Performance Report, Trainer Payment Report, Hotel & Accommodation Costs, Coordinator Allowances, Marketing Materials & Costs, Consolidated Monthly P&L, Trial Balance, Balance Sheet, Petty Cash Report, Administrative Costs, Marketing Expenditure, All Reports.

Event Summary Report

Where to find itCPD Training → Reports → Events Reports → Event Summary Report

How to use Event Summary Report

1
Open Event Summary Report
In the CPD Training module, open Reports in the green navigation bar, then choose Event Summary Report under Events Reports.
2
Review the list
The list shows these columns: NUMBER, ENGAGEMENT, TYPE, CLIENT, BRANCH, DEPARTMENT, START, END, STATUS, EXPECTED, PARTICIPANTS, CONFIRMED. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Event Summary Report guide →

Delegate Confirmation Report

Where to find itCPD Training → Reports → Events Reports → Delegate Confirmation Report

How to use Delegate Confirmation Report

1
Open Delegate Confirmation Report
In the CPD Training module, open Reports in the green navigation bar, then choose Delegate Confirmation Report under Events Reports.
2
Review the list
The list shows these columns: NUMBER, ENGAGEMENT, START, EXPECTED, REGISTERED, AWAITING, CONFIRMED, DECLINED, ATTENDED, NO-SHOW, CONFIRMATION %. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Delegate Confirmation Report guide →

Organization Training History Report

Where to find itCPD Training → Reports → Events Reports → Organization Training History Report

How to use Organization Training History Report

1
Open Organization Training History Report
In the CPD Training module, open Reports in the green navigation bar, then choose Organization Training History Report under Events Reports.
2
Review the list
The list shows these columns: CLIENT, ENGAGEMENTS, PARTICIPANTS, FIRST ENGAGEMENT, LATEST ENGAGEMENT, INVOICED, OUTSTANDING. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Organization Training History Report guide →

Staff Confirmation Activity Report

Where to find itCPD Training → Reports → Events Reports → Staff Confirmation Activity Report

How to use Staff Confirmation Activity Report

1
Open Staff Confirmation Activity Report
In the CPD Training module, open Reports in the green navigation bar, then choose Staff Confirmation Activity Report under Events Reports.
2
Review the list
The list shows these columns: CONFIRMED BY, CONFIRMATIONS, ENGAGEMENTS, LAST CONFIRMATION. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Staff Confirmation Activity Report guide →

Trainer Directory Report

Where to find itCPD Training → Reports → Events Reports → Trainer Directory Report

How to use Trainer Directory Report

1
Open Trainer Directory Report
In the CPD Training module, open Reports in the green navigation bar, then choose Trainer Directory Report under Events Reports.
2
Review the list
The list shows these columns: NAME, TYPE, EMAIL, PHONE, EXPERTISE, ACTIVE, ASSIGNMENTS, AGREED FEES, BILLED. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Trainer Directory Report guide →

Proposals Generated

Where to find itCPD Training → Reports → Marketing Reports → Proposals Generated

How to use Proposals Generated

1
Open Proposals Generated
In the CPD Training module, open Reports in the green navigation bar, then choose Proposals Generated under Marketing Reports.
2
Review the list
The list shows these columns: PROPOSAL, SUBJECT, CLIENT, STATUS, DATE, SENT, ACCEPTED, VALUE. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Proposals Generated guide →

Business Acquisition & Conversion

Where to find itCPD Training → Reports → Marketing Reports → Business Acquisition & Conversion

How to use Business Acquisition & Conversion

1
Open Business Acquisition & Conversion
In the CPD Training module, open Reports in the green navigation bar, then choose Business Acquisition & Conversion under Marketing Reports.
2
Review the list
The list shows these columns: MONTH, NEW ENQUIRIES (LEADS), LEADS CONVERTED, LEAD CONVERSION %, PROPOSALS GENERATED, PROPOSALS ACCEPTED, PROPOSALS DECLINED, WIN RATE %, QUOTATIONS ACCEPTED, ENGAGEMENTS STARTED. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Business Acquisition & Conversion guide →

Client Visits

Where to find itCPD Training → Reports → Marketing Reports → Client Visits

How to use Client Visits

1
Open Client Visits
In the CPD Training module, open Reports in the green navigation bar, then choose Client Visits under Marketing Reports.
2
Review the list
The list shows these columns: DATE, CLIENT, VISIT, STATUS, VISITED BY, OUTCOME. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Client Visits guide →

Marketing Materials Produced

Where to find itCPD Training → Reports → Marketing Reports → Marketing Materials Produced

How to use Marketing Materials Produced

1
Open Marketing Materials Produced
In the CPD Training module, open Reports in the green navigation bar, then choose Marketing Materials Produced under Marketing Reports.
2
Review the list
The list shows these columns: PRODUCED, MATERIAL, TYPE, PRODUCED FOR, CLIENT, QUANTITY, COST. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Marketing Materials Produced guide →

Calendar Success Rate

Where to find itCPD Training → Reports → Marketing Reports → Calendar Success Rate

How to use Calendar Success Rate

1
Open Calendar Success Rate
In the CPD Training module, open Reports in the green navigation bar, then choose Calendar Success Rate under Marketing Reports.
2
Review the list
The list shows these columns: MONTH, PLANNED, COMPLETED, PAST END DATE, NOT COMPLETED, CANCELLED, SUCCESS RATE. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Calendar Success Rate guide →

Events per Week

Where to find itCPD Training → Reports → Marketing Reports → Events per Week

How to use Events per Week

1
Open Events per Week
In the CPD Training module, open Reports in the green navigation bar, then choose Events per Week under Marketing Reports.
2
Review the list
The list shows these columns: WEEK STARTING, ENGAGEMENTS, PARTICIPANTS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Events per Week guide →

Organisation Performance

Where to find itCPD Training → Reports → Marketing Reports → Organisation Performance

How to use Organisation Performance

1
Open Organisation Performance
In the CPD Training module, open Reports in the green navigation bar, then choose Organisation Performance under Marketing Reports.
2
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Organisation Performance guide →

Organisation by Event

Where to find itCPD Training → Reports → Marketing Reports → Organisation by Event

How to use Organisation by Event

1
Open Organisation by Event
In the CPD Training module, open Reports in the green navigation bar, then choose Organisation by Event under Marketing Reports.
2
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Organisation by Event guide →

Event Profitability Report

Where to find itCPD Training → Reports → Event Finance → Event Profitability Report

How to use Event Profitability Report

1
Open Event Profitability Report
In the CPD Training module, open Reports in the green navigation bar, then choose Event Profitability Report under Event Finance.
2
Review the list
The list shows these columns: NUMBER, ENGAGEMENT, CLIENT, STATUS, BUDGETED REVENUE, PLANNED COST, REVENUE (INVOICED), COLLECTED, ACTUAL COST, PROFIT, MARGIN. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Event Profitability Report guide →

Division Performance Report

Where to find itCPD Training → Reports → Event Finance → Division Performance Report

How to use Division Performance Report

1
Open Division Performance Report
In the CPD Training module, open Reports in the green navigation bar, then choose Division Performance Report under Event Finance.
2
Review the list
The list shows these columns: MONTH, BRANCH, DEPARTMENT, ENGAGEMENTS, COMPLETED, PARTICIPANTS, REVENUE, COST, PROFIT. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Division Performance Report guide →

Trainer Payment Report

Where to find itCPD Training → Reports → Event Finance → Trainer Payment Report

How to use Trainer Payment Report

1
Open Trainer Payment Report
In the CPD Training module, open Reports in the green navigation bar, then choose Trainer Payment Report under Event Finance.
2
Review the list
The list shows these columns: ENGAGEMENT, TITLE, KIND, CATEGORY, DESCRIPTION, SUPPLIER, BILL, PLANNED, ACTUAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Trainer Payment Report guide →

Hotel & Accommodation Costs

Where to find itCPD Training → Reports → Event Finance → Hotel & Accommodation Costs

How to use Hotel & Accommodation Costs

1
Open Hotel & Accommodation Costs
In the CPD Training module, open Reports in the green navigation bar, then choose Hotel & Accommodation Costs under Event Finance.
2
Review the list
The list shows these columns: ENGAGEMENT, TITLE, KIND, CATEGORY, DESCRIPTION, SUPPLIER, BILL, PLANNED, ACTUAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Hotel & Accommodation Costs guide →

Coordinator Allowances

Where to find itCPD Training → Reports → Event Finance → Coordinator Allowances

How to use Coordinator Allowances

1
Open Coordinator Allowances
In the CPD Training module, open Reports in the green navigation bar, then choose Coordinator Allowances under Event Finance.
2
Review the list
The list shows these columns: ENGAGEMENT, TITLE, KIND, CATEGORY, DESCRIPTION, SUPPLIER, BILL, PLANNED, ACTUAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Coordinator Allowances guide →

Marketing Materials & Costs

Where to find itCPD Training → Reports → Event Finance → Marketing Materials & Costs

How to use Marketing Materials & Costs

1
Open Marketing Materials & Costs
In the CPD Training module, open Reports in the green navigation bar, then choose Marketing Materials & Costs under Event Finance.
2
Review the list
The list shows these columns: MATERIAL TYPE, ITEMS PRODUCED, QUANTITY, FOR CLIENTS, FOR THE SALES TEAM, GENERAL, TOTAL COST. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Marketing Materials & Costs guide →

Consolidated Monthly P&L

Where to find itCPD Training → Reports → Company Finance → Consolidated Monthly P&L

How to use Consolidated Monthly P&L

1
Open Consolidated Monthly P&L
In the CPD Training module, open Reports in the green navigation bar, then choose Consolidated Monthly P&L under Company Finance.
2
Review the list
The list shows these columns: MONTH, REVENUE, DIRECT COSTS, GROSS PROFIT, OPERATING EXPENSES, NET PROFIT. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Consolidated Monthly P&L guide →

Trial Balance

Where to find itCPD Training → Reports → Company Finance → Trial Balance

How to use Trial Balance

1
Open Trial Balance
In the CPD Training module, open Reports in the green navigation bar, then choose Trial Balance under Company Finance.
2
Review the list
The list shows these columns: CODE, ACCOUNT, TYPE, DEBIT, CREDIT. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Trial Balance guide →

Balance Sheet

Where to find itCPD Training → Reports → Company Finance → Balance Sheet

How to use Balance Sheet

1
Open Balance Sheet
In the CPD Training module, open Reports in the green navigation bar, then choose Balance Sheet under Company Finance.
2
Review the list
The list shows these columns: SECTION, CODE, ACCOUNT, BALANCE AT 2026-12-31. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Balance Sheet guide →

Petty Cash Report

Where to find itCPD Training → Reports → Company Finance → Petty Cash Report

How to use Petty Cash Report

1
Open Petty Cash Report
In the CPD Training module, open Reports in the green navigation bar, then choose Petty Cash Report under Company Finance.
2
Review the list
The list shows these columns: PETTY CASH ACCOUNT, CUSTODIAN, OPENING FLOAT, VOUCHERS IN PERIOD, SPENT IN PERIOD, BALANCE NOW. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Petty Cash Report guide →

Administrative Costs

Where to find itCPD Training → Reports → Company Finance → Administrative Costs

How to use Administrative Costs

1
Open Administrative Costs
In the CPD Training module, open Reports in the green navigation bar, then choose Administrative Costs under Company Finance.
2
Review the list
The list shows these columns: MONTH, 5224 BAD DEBTS WRITTEN OFF, TOTAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Administrative Costs guide →

Marketing Expenditure

Where to find itCPD Training → Reports → Company Finance → Marketing Expenditure

How to use Marketing Expenditure

1
Open Marketing Expenditure
In the CPD Training module, open Reports in the green navigation bar, then choose Marketing Expenditure under Company Finance.
2
Review the list
The list shows these columns: MONTH, 5214 MARKETING AND ADVERTISING, TOTAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard, Spreadsheet, CSV, All clients.

Full Marketing Expenditure guide →

All Reports

Where to find itCPD Training → Reports → Company Finance → All Reports

How to use All Reports

1
Open All Reports
In the CPD Training module, open Reports in the green navigation bar, then choose All Reports under Company Finance.

Full All Reports guide →

Finance

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