On this page
Overview
On this page you can pull a basic, or detailed, report of all continuing education records in your database. The detailed report is a new feature that includes additional continuing education unit fields in your export file. This basic report remains unchanged, and only pulls the essential continuing education fields into an export file.
To export the continuing education report
1. Navigate to Reporting > Continuing Education.
2. You can export either the BASIC CSV or DETAILED CSV report. Both options export a list of all users in the system who have continuing educations credits in their member profile.
3. In the pop-up window, click the Reporting Exports hyperlink to download the CSV file. This directs you to the Reporting > Exports page. Or, you can manually access this page later, after you've closed the pop-up window. To continue working in this area of the system, click OK.
Basic CSV
The BASIC CSV report exports the following fields:
- First name
- Last name
- Member number
- Username
- All Credit Categories in your database, including an Uncategorized column
Detailed CSV
The DETAILED CSV report exports the following fields:
- First name
- Last name
- Profile ID
- Username
- Member number
- Date range
- Event/Session
- Hours
- Category
- Location
- Instructor
- Expiration
- Description
Only users who have earned a continuing education credit will appear on the report. Any credit hours earned that are not tied to an existing Credit Category, are grouped in the Uncategorized column. The continuing education report also displays expired continuing education units.