Reporting & CRM
Turn every booking, attendance record, payment and certificate into clear reports and complete customer records.
Attendance & completion reporting
See who attended, completed and passed across any course, client or date range.
See what’s selling and what needs attention
Track revenue and fill rates by course, client and period, then spot dates at risk of running below minimum.
One complete record for every learner
Bring bookings, attendance, results, certificates, notes and files together in one searchable profile.
Organisation management
Link learners and bookers to the organisations they work for, so activity and revenue land against the right account.
Track the details that matter to you
Shape each record around your business with custom fields, shared notes and file attachments.
Everything else in one place
Reporting and CRM bring the full picture together. Scheduling, learning content, bookings, payments and certificates all feed into it.
Course management
Schedule presenters, rooms and dates for any format
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eLearning
Build lessons, quizzes and blended courses
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Registration & payments
Take registrations and get paid, your way
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Course website & booking
A live course site, or booking on your own
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Certificates & results
Grade, certify and track every renewal
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INTEGRATIONS
Connect payments, accounting, presenter calendars and online delivery
View all integrations →
Reporting & CRM FAQs
How reports, learner records, client accounts and contact data work in Teachbox. Want to explore your own reporting needs? We’d love to show you.
Book a DemoCan I filter reports by course, client or date?
Yes. Filter operational and financial reports by the courses, clients and date ranges you need, then compare attendance, completion, results, revenue and fill rates.
Can reports be emailed automatically?
Yes. Schedule the reports your team relies on to arrive by email each week, using the filters and date range that matter to you.
What is included in a learner record?
Each learner record brings together contact details, bookings, attendance, results, certificates and expiry dates. Your team can also add custom fields, notes and files.
How do client organisation records work?
Link learners and booking contacts to the organisation they work for. The client record then shows its people, bookings, spend, completed training and upcoming renewals in one place.
Can I create my own CRM fields?
Yes. Create custom fields for the information your team needs, such as purchase order numbers, membership status, accreditation details, dietary needs or access requirements.
Can Teachbox track marketing consent?
Yes. Keep opt-in and opt-out status on each contact record and use contact groups to maintain clear, targeted marketing lists.