Conference Tracker - How do I manage CEU Reports?

Conference Tracker - How do I manage CEU Reports?

INTRO

In the CEU Reports section, you can design CEU transcripts for your attendees. These CEU Reports are similar to the Certificates of Attendance described previously, but instead of showing a summarized report of each session attended, the CEU Report will list every successfully attended session by an attendee, and provide more details about each session attended. You can show credits earned per session, the date the sessions were attended, custom fields, and much more. Just like Certificates, these CEU Reports can be customized to your needs.

Note: There is a separate article on how to create and design CEU certificates. If you need to create these CEU Reports, click here. 
AlertImportant! You will need to be an admin to have access to some or all of the steps in this guide. If you cannot access these sections, talk to your center or college administrator for assistance.

STEP BY STEP

1 - Login as an Admin at https://www.conftrac.com website.

 

2 - Navigate to the Attendance -> CEU Reports from the main menu:


3 - Configure and Design CEU Reports:

    A - Create/Manage CEU Reports

In the Manage CEU Certificates section, you can view a list of all of your created designs. You can also create a brand-new design.

    B - Copy/Clone CEU Reports

This option allows you to create a duplicate from a CEU certificate, this is useful if you need to create a new design starting from an early design.


4 - Print CEU Reports or Email CEU Reports

    A - Print CEU Reports

This section allows you to generate your CEU Transcripts in a single PDF file to get them printed. You have a lot of options in choosing which CEU Transcripts to print, such as printing per group, per session, per date, and many more.
  1. First, select the design you want to use.
  2. Next select any of the following options to print the certificate:
    1. For a specific group of people.
    2. For certain roles.
    3. For those that who attended a specific session.
    4. Exclude attendees with no credit earned.
    5. Giving credits only for Attendees who have completed the evaluation survey.
    6. To include the certificate on the first page (must have one designed in the Attendance > Certificates section with the defaults set for each user role for this setting to work).
  3. Click the Generate button when ready to create the PDF file with the information requested.


     B - Email CEU Reports

This section allows you to generate separate PDF files per Certificates in order to easily email your certificates to different attendees through Conference Tracker. It includes similar options to the Print Certificates section, but as stated, each badge will be in a separate file for better management, and you will then be allowed to edit the email that will be sent out to each individual containing their report.
  1. First, select the design you want to use.
  2. Next select any of the following options to print the certificate:
    1. For a specific group of people.
    2. For certain roles.
    3. For those that who attended a specific session.
    4. Exclude attendees with no credit earned.
    5. Giving credits only for Attendees who have completed the evaluation survey.
    6. To include the certificate on the first page (must have one designed in the Attendance > Certificates section with the defaults set for each user role for this setting to work).
  3. Click the Generate button when ready to create the PDF file with the information requested.
  4. You'll have a chance to review the generated CEU Reports and configure the messaging that will go out too:


  5. Finally, click the Email CEU Reports button when done to complete this process!

CONCLUSION

Now you should be familiar with all the processes that you can perform when it comes to working with CEU Reports in Conference Tracker.

IdeaTIP: Click here for more help with creating and designing the CEU Reports or click here for more help with tracking the emails that are sent out.