Reporting Partners

Reporting Partners allow you to segment your clients to third parties or even internal sub orgs for reporting purposes.

Overview

The Reporting Partners feature in Affinity’s LMS allows you to manage external partners who need to receive regular updates and reports on various aspects of your organization’s training programs. This feature enables you to create, manage, and assign companies to reporting partners and generate reports that can be sent directly to these partners.

Key Features

1. Reporting Partners Management:

   • Add Reporting Partners: Add external partners to whom you want to send reports. You can store multiple email addresses for each partner.

   • Edit and Manage: Update the details of reporting partners, including the entity name and associated email addresses.

   • Overview Dashboard: View a list of all reporting partners, along with the number of companies associated with each partner.

2. Generating Reports:

   • Custom Reports: Generate reports with specific data for your reporting partners.

   • Filter and Customize: Choose what data to include in the reports by applying filters based on companies, training modules, or campaigns.

   • Send Reports: Send the generated reports directly to the reporting partners via email.

How to Set Up and Manage Reporting Partners

1. Adding and Managing Reporting Partners

Step 1: Access the Reporting Partners Section

• Navigate to Reporting Partners: On the main dashboard, go to the "Reporting Partners" section to view the current list of partners.

Step 2: Add a New Reporting Partner

• Click "Add Reporting Partner": Open the form to enter the details of the new partner.

• Enter Partner Details:

  • Reporting Company Name: Provide the name of the entity that will receive the reports.

  • Reporting Emails: Enter the email addresses where the reports will be sent. You can add multiple email addresses if necessary.

• Create Reporting Partner: Once all details are filled in, click "Create Reporting Partner" to add them to your list.

Step 3: Edit or Delete a Reporting Partner

• Edit Partner: To update a partner's details, click the edit icon next to their name. You can change the entity name or update the email addresses.

• Delete Partner: If a partner is no longer needed, remove them by clicking the delete icon.

2. Assigning Companies to Reporting Partners

Step 1: Select a Reporting Partner

• Choose a Partner: From the list of reporting partners, click on the partner to whom you want to assign companies.

Step 2: Assign Companies

• Go to the Companies Tab: Within the partner's profile, navigate to the "Companies" tab.

• Click "Assign Company(s) to Reporting Partner": Select the companies that should be associated with this partner.

• Select Companies: Choose from the list of available companies and click "Assign Companies" to finalize the assignment.

3. Generating Reports for Reporting Partners

Step 1: Generate a New Report

• Click "Generate Report": This option is available within the selected reporting partner's profile under the "Companies" tab.

Step 2: Report Filters and Customization

• Date Range: Select the date range for the data you want to include in the report.

• Report Filters: Optionally, filter the report data by company, sector, training module, or campaign.

Step 3: Define Report Details

• Report Name: Provide a clear and descriptive name for the report.

• Report Description: Optionally, add a description that provides context or details about the report.

Step 4: Finalize and Send

• Send Report: Once the report is generated, you can send it directly to the reporting partner's email addresses.

• Download Local Copy: Optionally, download a local copy of the report for internal records.