The continuing education report pulls a basic or detailed report of all continuing education records in your database.
On this page
Overview
The detailed report includes additional continuing education unit fields in the export file. The basic report pulls only the essential continuing education fields.
Exporting the report
- Navigate to Reporting > Continuing Education.
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Export either the Basic CSV or Detailed CSV report. Both export a list of all users in the system who have continuing education credits in their member profile.
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In the pop-up window, select the Reporting Exports hyperlink to download the CSV file. This takes you to the Reporting > Exports page. You can also reach this page later, after closing the pop-up. To keep working in this area, select OK.
What each report includes
The Basic CSV report exports these fields: first name, last name, member number, username, and all credit categories in your database, including an Uncategorized column.
The Detailed CSV report exports these fields: first name, last name, profile ID, username, member number, date range, event/session, hours, category, location, instructor, expiration, and description.