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Afanor

Reporting

People and accounts

Understand the relationships and the follow-up from the people you already know.

See plans and pricingReporting features
CRM reports for account health, follow-up tasks, consent and new contacts.

How it helps

People and accounts

Understand relationships and follow-up from the people your team already keeps. Filter, page through results and export a CSV when you need to take insight elsewhere.

Give managers a picture of account health, overdue work and consent gaps — without rebuilding a report by hand.

Why it matters

What your team gains

The outcomes your team gains from this part of Afanor — written for training administrators, not database designers.

Decisions from live relationships

  • What needs doing today — follow-up that is due or overdue
  • How accounts look — healthy, at risk or growing
  • Who has asked not to be contacted, and gaps in the basics
  • An account at a glance — people, dates, expiring awards and open work

More in this area

Other parts of reporting

Reporting in Afanor comes from CRM, training, qualifications and the messages you send. You can see who is fine, who needs attention, and how delivery is going.

Training reports for today’s sessions, registers, seats, plans and scheduling pressure.

Courses and attendance

See the load on the diary and how learners are progressing, without a second tracker.

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Assessment reports showing quiz attempts, pass rates and questions missed most.

How assessments went

Move from a headline pass rate to the attempt, and the questions people missed.

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Frequently asked questions

Questions about people and accounts

Where do the reports come from?

They use the people, courses, awards and reminders your team already keeps as they do the work.

Can we see what needs attention?

Yes. Reporting highlights accounts at risk, overdue follow-up, expiring awards and problems in the diary.

Works alongside

What sits next to reporting

These parts of Afanor share the same people, so you are not starting again in another tool.

A course, calendar, trainer, venue and learner group connected through a delivery workflow.

Training

From the plan on the wall to the people in the room

Schedule the course, check learners in, run the quiz and follow up before a qualification lapses — without starting again in another tool.

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A learner record connected to qualification evidence, status history and an expiry reminder.

Qualifications

Know what they hold — and when it runs out

Set up awarding bodies and the rules that go with each award, then keep learner achievements, evidence and expiry together.

Explore Qualifications
Learner and organisation records connected to tasks, training and progress markers.

CRM

One place to know every learner

Stop keeping people in one spreadsheet and employers in another. Afanor holds who they are, how to reach them, and what still needs doing.

Explore CRM

See reporting in the same place as the rest of the work

Compare packages, or tell us how a typical week looks and we will help you choose.

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