Bespoke Reporting

The compliance gaps you can’t see are the ones that cost you the most

Regulated firms face increasing scrutiny over CPD and compliance training. Without detailed reporting, gaps go unnoticed until an audit uncovers them.

No clear individual-level view

Aggregate platform stats don’t tell you which fee earner missed Anti-Money Laundering training.

Manual audit preparation

Pulling evidence for SRA or ICAEW visits is time-consuming and error-prone when done manually in a rush.

Training gaps found too late

Without proactive alerts, non-completion only surfaces during a regulatory review or incident.

Bespoke reporting built for regulated professional services

Our new reporting tool sits on top of your existing eLearning platform’s features to give you a clearer picture of your firm’s training by individual, role and course.

Combined, they give firms these key capabilities:

Course-level completion view – Filter by any course and quickly see who has and hasn't completed it across the entire firm or a specific team.
Individual staff records – Pull a complete training record for any person in the firm, including their progress, dates of completion and score achieved.
Exportable audit trails — Generate SRA, ICAEW, and ACCA-ready reports in seconds.
Non-completion overview – Spot overdue and incomplete training before it becomes a compliance problem.
Firm-wide compliance health – A dashboard view of overall training completion rates, helping practice directors track progress across the whole organisation.
Flexible filtering – Segment by department, role, course category or completion status.

Who our bespoke reporting helps

Whether you’re a compliance officer, HR director, or managing partner, bespoke reporting gives you the information you need.

Compliance and Money Laundering Reporting Officers

Monitor training across the firm and intervene early when completion rates fall behind regulatory expectations. Generate SRA or ICAEW evidence packs in minutes.

Human Resource and Training Managers

Understand engagement, identify habitual non-completers and build the case for increased training investment.

Partners and Directors

See overall compliance health at a glance and understand where risk sits and where to focus management attention.

Our platform has been designed with the specific needs of SRA-regulated legal practices and ICAEW or ACCA-regulated accountancy firms in mind.

See how bespoke reporting could support your firm’s compliance

Book a personalised platform tour with our team to understand how our tools, combined with our bite-sized compliance training, can support your firm.

Book a demo