Generate Reports

Management procedures and practices should result in records which have authenticity, reliability, integrity and usability.

From the corporate perspective, a key element of our system is the range of in-depth management reporting.

Our sophisticated reporting system gives you facts at your fingertips enabling you to assess all aspects of the competency performance of your staff and advisers at an individual, team and organisational level, thereby enabling you to instantly identify key training and/or risk issues and providing you with the audit trail required to comply with the Regulator’s requirements.

Each of our reports can be fully customised giving you the freedom to decide what information is needed, how this should be displayed and who you wish to be able to access this data, effectively bringing to an end the time-consuming task of doing all of this manually.

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