Reporting & business insights for training providers.

illustration rocket hero illustration mobile

illustration rocket hero illustration desktop

What's included

Gain unparalleled insights into your training business with our off-the-shelf reports and dashboards or create your own for complete flexibility.

Make better decisions

Let accessplanit be your control centre. Our reporting tools give you insight to act and make the right choices for your business.

Whether it's course profitability, business development, compliance tracking, budgeting or forecasting, our training management software offers all the reporting tools you need to ensure every business decision you make is informed.

reporting within accessplanits training management system

Realtime reports and insights

Create reports for any part of your training business. Access insights in a click or schedule reports to arrive in your inbox when you need them. Track everything from course profitability and upcoming events through to customer satisfaction and overdue invoices.

accessplanit reporting overview dashboard

Instant information overviews

Manage your training operations with the ability to create multiple dashboards featuring real-time updates. Configure unlimited dashboards for roles or departments so users always have the data they need, right in front of them.

See what you get

What you get

Get in touch

Book a demo

Make better decisions

Access all the data you need, and get an up-to-the minute overview of your business with accessplanit's reporting software for training providers.

1.

Reporting tools

Our training management platform offers all the reporting tools you need
Instant access to off-the-shelf reports and dashboards
Use our report writing tools or customise existing reports to gain the insight you need
Access reporting insights in your platform or schedule reports to be emailed out
Export key data with Word, Excel and PDF support
Present insight in graphical and statistical views

2.

Dashboards

Dashboards present the key data you need as soon as you log in
Create unlimited dashboards based on roles or functional information such as sales, operations and finance
Dashboards are fully configurable either with predefined Gadgets or tools to build your own
Real-time updates mean that you always get the information you need
Centralise all of the data that you need from courses and tasks to incoming enquiries

3.

DataGrids

Configurable views and filters put the information you need at your fingertips
Accessible search means you can get to the information you need easily
Add, remove, and re-order columns that you want to display the information most useful for you
Use the bulk edit tool to complete rapid information updates at scale
Export key data in various formats to manipulate or present the information for what you need

4.

Financial management

Whether it's course profitability, budgeting or forecasting, access all the information you need
Use our report writing tools or customise existing reports to gain the insight you need
Instant access to useful off-the-shelf reports and dashboards
Create exportable reports or use our integrations to keep your platform in sync with your accounting package
Real-time updates mean that you always get the information you need to make the right decisions

5.

Actionable insights

Report on all of the key information you need to make crucial business decisions such as course-fill rates, profitability and customer satisfaction
Export the data you need for decisions and use it more widely from manipulating in Excel or presenting in PDF or Word
Share important information with all of your stakeholders with scheduled reports straight to their inboxes
Real-time graphical and statistical data visuals
Track your learners' journey from start to finish

6.

API & Integrations

Our API feeds put the data that you need in the places that you need it
Use APIs to connect with external tools such as HR systems, finance packages and virtual learning environments
Pre-built integrations include Moodle, Google Analytics, website, Zynk, Exchange and ADFS
Our importer provides easy data input eliminating manual data entry
Provide read-only access to ensure the right people access the right information

FAQs

Frequently asked questions about our reporting tools for training companies.

Do you integrate with other systems?

We have a range of options from API feeds, native integrations and automated exports. We'll explore your requirements and make a recommendation as part of our discovery.

Explore our integrations and add-ons here.
What steps should I go through to choose training management software?
We recommend going through the following steps before assessing your options:
- What triggered the need for change?
- Identify your stakeholders and involve them
- Determine the required functionality from all stakeholders
- Can the platform automate your product/service delivery and support efficiencies?
- Investigate service and support options
- What additional features are available that you can grow with?
- Be clear on the technical specifications
- Finally, evaluate potential suppliers
How long does it take to implement your software?

Setting realistic expectations and highlighting stages that could cause delays are the best ways to allow for system implementation to run smoothly. We put an emphasis on planning so that we can ensure that timescales are realistic.

Remember that implementation is not purely down to the supplier and that you need to be prepared to put the time and effort in to be able to see results.