Continuing Education Progress Report

The Continuing Education Progress Report will provide an understanding of how an individual contact, or multiple contacts are progressing towards certification or participation in continuing education programs. The report may be filtered to a specific certification program, certification component, status, etc.

1. In the Continuing Education Module, select the Overview tab.
2. In the Reports section, click Continuing Education Progress Report.

   

3. Select the desired filtering criteria:
   • Certification Type Name
   • Status
   • Certification Category
   • Certification Component Name
   • Enrollment Date
   • Additional Criteria / Filters
4. Select desired Display Options
   • Fields to Display: Add or remove the fields you wish to include in your report.
   • Summarize By: Select a field by which you wish to summarize the report.
   • Display Mode
5. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options