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Running Reports: The CPD Activities Report

Who is engaging in CPD, and what type of CPD are they doing? How is it aligning with our development plan? The CPD Activities report gives you real insight into the professional learning taking place in your organisation

This highly customisable report allows you:

  • To see what CPD staff have done or are scheduled to do
  • Refined results by individual, approval status, name of course or event and more
  • To filter by your Organisation or Group Objectives
  • To view qualitative evaluation feedback


1. Navigate to the report

  • Click into your Admin area 
  • Select Reports from the left hand navigation
  • Here you'll see all of the reports that are available, organised by feature
  • Under the CPD feature, select 'CPD Activities Report'

2. Adjust the Parameters

You can choose what you wish to report on:

  • Adjust the date fields to reflect the information you wish to capture
  • Select the individuals you wish to report on. You can select individuals, groups or levels of staff
  • CPD created by you
  • CPD linked to goals
  • Agreement / approval status
  • Completed / attended status
  • CPD Activity Type

3. Align to Objectives

If you wish to see CPD Activities that align with your Organisation or Group Objectives,

  • Click on 'Show details'
  • Tick against all those you wish to report on

4. Group Results

If you leave this set as No Grouping all results will show in a single table. If you wish you can use the drop down to group your results either by:

  • User to see all CPD relevant to each individual
  • Line Manager to see all CPD agreed by each line manager

5. Choose your Report Fields

We recommend using the 'Deselect all fields' links before ticking against the fields you wish to display. Leaving everything ticked will return a very large report.

 

6. Click Submit or Export to CSV

Clicking on Submit will open the report in a new tab. If you choose to export the report will download as a spreadsheet.