Financial & Compliance Reporting

Financial Reporting

  • Tracks all costs, including
    • Fees, travel, lodging, food, room A/V and miscellaneous
  • Tracks costs in aggregate as well as for each individual participant
  • Tracks budgeted and actual Information
  • Tracks by territory (rep), district, region, event
  • Information can reflect the structure of your field force
  • Most reports "real-time," can be used for management decisions (i.e. meeting approval)
  • Custom reports provided

Attendee Reporting

  • Standard registration
    • Attendance and “Did Not Consume” status for registrants
    • Custom recipient types (physician, nurse, etc.)
    • Recipient role (attendee, employee, speaker, etc.)
  • Track non-participating registrants and attendees
  • All registrant/attendee NPI information including
    • NPI number, state license number(s), address, (client can designate)
  • Attendees can be linked to either territory, rep, or client specified identifier


  • Reports all the information necessary to comply with the Sunshine Act
  • Satisfies state reporting requirements
  • Creates file for upload to an aggregate spend system via spreadsheet or integration