Administrators and reporting administrators can create a report to show a users total CPD accumulated for the CPD year using the CPD Period Totals data source. A CPD Period Total Report provides a clear summary of completed training and supports compliance. For example, a compliance officer may use the report to verify that all staff have met annual training obligations before submitting documentation to a regulatory body.
To create a CPD period totals report, watch the video or follow the below steps.
Switch to admin view.
Click Reporting, then click Report Builder.
Select CPD Period Totals. then click Next.
Use the parameters to define the activities and users to be included in the report.
Click Next. Choose which headings to include. At a minimum it is recommended to include the following fields:
Person> First Name
Person> Last Name
Person> Username
Organisation> Organisation Name
CPD Period > Scheme Name
CPD Period > Scheme Type
CPD Period > Start Date
CPD Period> End Date
CPD Period> Required CPD
CPD Period> Total for CPD Period
CPD Period> % Completed for Period
Apply other fields or groupings as needed, then click Next.
Select filters or sort fields. It's recommended to apply the following to filter by user or CPD year.
First Name
Last Name
CPD Period Start Date
Click Next, then add a name and description.
Click Finish to save and run the report.