Database

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About You 
Leave blank if this person does not belong to a member firm.
Contact Information 
Office Address 
Communication Preferences 
Company 
Type the first few letters of the company name, then choose from the list of suggested firms.

 

 

 

 

Available Reports

Company Reports

ReportDescription
Firm Head CountThis report will show you the number of active people in a firm. You can choose to see all people in a firm, or just those with a particular role (e.g. specialist staff, technical staff or other staff).

 

Confirmation Reports

ReportDescription
Confirmation

This report will show you the upcoming course bookings for people within a firm.

To see the upcoming course bookings for every person in a firm, enter the firm name and click “Generate Report”.

To see the upcoming course bookings for just one person, select their name from the staff list and click “Generate Report”.

To select more than one person to include in your report, hold down the WINDOWS key and click on each person’s name.

 

Attendance Reports

ReportDescription
Course Attendance

This report will show you the courses attended by each person in a given year.

To see the courses attended by every person in a firm, enter the firm name and click “Generate Report”.

To see the course attendance for just one person, select their name from the staff list and click “Generate Report”.

To select more than one person to include in your report, hold down the WINDOWS key and click on each person’s name.

CPD Records

This report will show you the full course attendance history of each person in a firm, dating back to 2008.

To see the attendance history of every person in a firm, enter the firm name and click “Generate Report”.

To see the attendance history for just one person, select their name from the staff list and click “Generate Report”.

To select more than one person to include in your report, hold down the WINDOWS key and click on each person’s name.

Incomplete Attendance Record ListThis report will show all the courses in a selected year that have not been marked as ‘Course Attendance Records Complete’.
Course Non AttendanceThis report will show the people who did not attend a course, if that course has been marked as ‘Course Attendance Records Complete’.
Course Popularity RankingThis report will rank the courses in a chosen year based on the number of people booked to attend.

 

Data Cleaning

ReportDescription
Same Name, Different FirmThis report will show people with the same full name. This will help to identify potential duplicate records, e.g. where someone has moved firm and now has two records.
Same Surname, Same FirmThis report will show people who have the same surname within the same firm. This will help to identify potential duplicate records where a person has two versions of their first name, e.g. Dave and David Smith.
Same Forename, Same FirmThis report will show people who have the same first name in the same company. This will help you to identify potential duplicate records where a person has changed their surname.
Orphan Firms (No Staff)This report will show firms that have no people associated with them. [NOTE: This report may take up to a minute to complete].
People (No Firm Set)This report will show people who have no firm in their profile.
People (No First or Last Name)This report will show records where the first OR the last name field is blank.
Communication Preferences – Invalid or Missing EmailThis report will show people who have a communication preference of “Email” but do not have a valid email address in their profile.
Communication Preferences – Missing Postal AddressThis report will show people who have a communication preference of “Post” but do not have a postal address in their profile.
Communication Preferences: Missing Telephone NumberThis report will show people who have a communication preference of “Telephone” but do not have a telephone number in their profile.

Add a course

Click here to add a new course, then enter the details of the course in the fields provided

Upload a document

Click to upload or replace a PDF or Word document, such as a course handout

Mailchimp

Click here to log in to Mailchimp, where you can send marketing emails and emails to course attendees

Log Out

Please make sure you log out after you have finished to help keep our clients’ data safe

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