How to Pull Professional Development Pro™ Reports (Company Administrators)

You can easily track how your Professional Development programs are performing by pulling detailed reports on employee participation, budget usage, and reimbursements. These reports give you insight into how employees are spending their professional development funds and how your program budgets are being managed—all at the click of a button.

OVERVIEW

Professional Development reports allow Admins to review employee submissions, pre-approvals, reimbursements, and budget utilization. Compt provides two types of reports: Requests Report and Budgets Report, each offering detailed visibility into program activity.

WHEN TO USE

Use these reports when you want to:

Monitor employee engagement with Professional Development programs
Track pre-approval and reimbursement requests
Review budget allocations and spending
Identify expired or incomplete requests

BEFORE YOU START

Ensure you have Admin access in Compt.
Confirm that Professional Development programs are active and have budgets assigned.
Know the date range for which you want to pull reports.

HOW TO

Log into Compt.
Hover over the Development Admin tab in the sidebar.

Click Reporting.

Select the desired date range for your report.

Click Download Report for the report type you want:
- Download Requests Report
- Download Budgets Report

Requests Report Details:

Employee Name – Employee who submitted the request
Program Name – Professional Development Program the request is for
Program Budget Type – Shared, Individual, or Case-by-case
Pre-Approval Request Date – Date employee submitted pre-approval request
Pre-Approval Amount – Amount requested (updated when approved)
Pre-Approval Estimated Completion – Expected completion date entered by the employee
Reimbursement Request Date – Date documentation and reimbursement request submitted
Reimbursement Amount – Amount approved for reimbursement
Reimbursement Completion Date – Date reimbursement request was approved
Currency – Currency of issued funds
Vendor – Vendor associated with the request
Description – Reason provided by the employee
Status – Current request status (Pre-approval requested, rejected, partially pre-approved, pre-approved, reimbursement requested, approved, rejected, reimbursed, expired)
Primary Approver – Name of primary approver
Primary Approved Date – Date primary approver approved
Secondary Approver – Name of secondary approver (if assigned)
Secondary Approved Date – Date secondary approver approved
Reimbursement Reviewer – Name of reimbursement reviewer
Reimbursement Reviewed Date – Date reimbursement reviewer approved
Payroll Processed Date – Date included in a closed Compt Payroll Report for processing

Budgets Report Details:

Program Name – Professional Development Program eligible during selected timeframe
Program Budget Type – Shared, Individual, or Case-by-case
Program Budget Start Date – Program start date
Program Budget End Date – Program expiration date
Group – Employee or group name based on budget type
Currency – Currency of issued funds
Budget – Issued budget amount
Pre-Approved – Amount pre-approved
Reimbursed – Amount reimbursed through payroll

Note: Case-by-case programs may not appear in the Budgets Report until pre-approval is completed. For full details, review the Requests Report.

WHAT HAPPENS NEXT

After downloading, you can analyze participation trends, track budget usage, and identify any pending or expired requests. Reports can be shared with stakeholders or used to plan future program budgets.

TROUBLESHOOTING

If a report shows blank fields, it indicates that the step has not yet occurred in Compt.
Ensure date ranges are correct if expected data is missing.
For issues with report access, confirm Admin permissions.

FAQS

Q: Can I see requests that have expired?

A: Yes, expired requests appear in the Requests Report under the Status column as "Expired."

Q: Why don’t case-by-case programs appear in the Budgets Report?

A: Case-by-case budgets are applied only after pre-approval. Review the Requests Report for these details.

Q: When is reimbursement processed?

A: Reimbursement is processed through payroll. For exact timing, check the FAQ tab in Compt for company-specific details.

If you have any additional questions, our support team is happy to help! Please reach out to support@compt.io if you need assistance.