This guide explains how to access, review, and export reporting data for CPD and offline activities.
CPD refers to structured learning schemes assigned to users. Offline activities refer to learning completed outside the platform that may require approval.
Using Reporting, you can monitor progress, track completion, and export data for further analysis.
Note: Reporting may be referred to as Dashboard on your portal
CPD Reporting
To access CPD reporting to see an overview of available schemes and their progress:
Navigate to Reporting
Select View CPD
Select a scheme to view learner-level information
Use the arrows to switch between different years
Review learner names, start dates, and progress
To change how the data is displayed:
Select View as table for a structured layout
Select View as grid to return to the default view
To export CPD reporting data:
Select Download CSV
Select Print to generate a PDF version
To refine your results:
Select Filters and choose from the available options
Status | Meaning |
On Track | The learner is considered On Track when they have achieved enough CPD hours or points, relative to the amount of time that has elapsed in their CPD period, to remain on course for meeting their target by the end of the scheme. Progress is measured proportionally throughout the CPD period. |
Falling Behind | The learner is considered Falling Behind when their accumulated CPD hours or points are below the level expected at that stage of their CPD period. The system compares actual progress against a pro-rated target and identifies learners who may need additional CPD activity to meet their target before the end of the scheme. |
Completed | The learner has reached their CPD Target |
Falling Behind Example
CPD Target | Time Elapsed | Expected Progress to Remain On Track |
30 CPD points over 12 months | 3 months | 7.5 points |
30 CPD points over 12 months | 6 months | 15 points |
If a learner's progress falls below these expected milestones, they will be shown as Falling Behind.
Offline Activity Reporting
To access offline activity reporting:
Navigate to Reporting
Locate the Offline activities section
Select View activities
Select Completed to view all completed activities
You can also open an activity to view individual learner records
To change how the data is displayed:
Select View as table for a structured layout
Select View as grid to return to the default view
To export Offline Activity reporting data:
Select Download CSV to export the report
Select Print to generate a PDF
You can apply filters before exporting to narrow your results.
To manage approvals:
Select Learner approval required to view items awaiting learner confirmation
Select Trainer approval required to view items awaiting approval
If you need to approve offline activities, go to your My Profile page and review the activities awaiting approval.
Tips and Troubleshooting
Apply filters before exporting to ensure the data is relevant
Select Calendar to view more detailed information by quarter or year.
Use table view when working with larger datasets
Check approval sections regularly to avoid delays
Reporting depends on the selected time period, so you may need to switch the year view to access historical data.
All completed Offline activity data can be exported as a single report.
Conclusion
You've now learned how to access, review, and export CPD and offline activity reports. This will help you track progress and manage approvals more effectively.
Contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].