How do I run a report on my Learning Plan?

  • Log into your school manager account
  • Click on ‘Admin’ shown on the landing page at the top to the right of your profile icon
  • Click on ‘Reports’ on the left hand side
  • Click on ‘CPD Dashboard’ from the left-hand menu.
  • Here you’ll be able to see a breakdown of all the Learning Plans you chose to display on your dashboard.
  • You’ll see the Learning Plans name, the deadline, and who this Learning Plans is assigned to.
  • To see a bit more information, click ‘Report’
  • On the report, you’ll see the Learning Plans details and three dials displaying how much of the Learning Plan is currently not started, in progress, and completed.
  • You’ll also see a breakdown of all the users who have been assigned this Learning Plan, and their individual progress through each assigned CPD.
  • Click on the ‘Bell’ icon next to any user to send them an email reminder to complete this Learning Plan.
  • Or send a bulk Reminder by clicking the ‘Bulk Send Reminder’ tab
  • You can use the ‘Export Progress’ button to download this information in a spreadsheet format at any time.