Credentials Report

The Credentials report displays a list of users within your organization who earned credit(s) for completing their NASBA CPE course(s).

Specify filters, then select Update Table to view the report data in the current window.

To download your report with selected filters, you must select Update Table first before you select Start CSV Download. After you chose Start CSV Download, a message displays with a link to the Reports download tab. Select the link to view the CSV download progress and/or open the CSV file. If you do not update the table first, the CSV download uses the default filters.

Filters:

  • Date filters: The Date filters apply to the START DATE and CPE COMPLETION DATE columns.
    • Date Range Presets: A drop-down list of date ranges that filters the data to the selected range. Select Custom to enter specific dates.Date (based on completion date)
    • Start: Instead of using a Date Range preset, use this to specify a start date. When you enter a Start date, the Date Range Presets filter changes to Custom.
    • End: Instead of using a Date Range preset, use this to specify an end date. When you enter an End date, the Date Range Presets filter changes to Custom.

        • If you set the date to START on November 1 and END on December 1, only the content with credit hours that was accessed between the November 1- December 1 time period displays.

  • User: Individual with a Percipio user account. Enter a user's name to filter the report to include that user.
  • Audience: Predefined group of users. Enter the name of an audience and then select it from the list. You can display the data for multiple audiences at the same time by entering more than one audience name.

Columns

The following columns are available in the Credentials report:

  • USER ID: The value entered in the User ID attribute. It is used to identify a user inside Percipio.
  • FIRST NAME: The value entered in the First name user attribute. Usually the user's first name.
  • LAST NAME: The value entered in the Last name user attribute. Usually the user's last name.
  • CREDIT TYPE: The type of credit necessary to receive the credential.
  • CREDIT HOURS: The number of credit hours the user completed for the credential.
  • COURSE TITLE: The title of a course that is part of a credential certification.
  • COURSE ID: A unique identifier for a course that is part of a credential certification.
  • START DATE: The start date of the credential course.
  • CPE COMPLETION DATE: The date that all of the Continuing Professional Education requirements for the credential were met by the user.