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conferencetracker:2:administrator:manual:transcripts [2019/11/07 15:24]
asher [Print Reports]
conferencetracker:2:administrator:manual:transcripts [2019/11/27 10:52] (current)
anthony
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 {{conferencetracker:​2:​en:​logo.jpg?​nolink&​300|}} {{conferencetracker:​2:​en:​logo.jpg?​nolink&​300|}}
  
-===== CEU Reports=====+==== CEU Reports====
 {{ :​conferencetracker:​2:​administrator:​manual:​ceuside.png?​direct|}} {{ :​conferencetracker:​2:​administrator:​manual:​ceuside.png?​direct|}}
 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 attendance. You can show credits earned per session, the date the sessions were attended, and much more. Just like Certificates,​ these CEU Reports are highly editable. In this section, you will be able to: 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 attendance. You can show credits earned per session, the date the sessions were attended, and much more. Just like Certificates,​ these CEU Reports are highly editable. In this section, you will be able to:
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   * **Email Reports** - This section allows you to generate separate PDF files per CEU Report in order to easily email your reports to different attendees through Conference Tracker. It includes similar options to the Print Reports section, but as stated, each report 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.   * **Email Reports** - This section allows you to generate separate PDF files per CEU Report in order to easily email your reports to different attendees through Conference Tracker. It includes similar options to the Print Reports section, but as stated, each report 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.
  
-==== Manage Reports ​====+=== Manage Reports ===
  
 You'll be able to see all of the CEU Report designs you've created on this page. You can create as many CEU Report designs as you'd like. To design a new CEU Report, click on the blue **Create** button. You can give your CEU Report design a name and a short description. \\ \\  You'll be able to see all of the CEU Report designs you've created on this page. You can create as many CEU Report designs as you'd like. To design a new CEU Report, click on the blue **Create** button. You can give your CEU Report design a name and a short description. \\ \\ 
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-==== Design Your CEU Reports ​====+=== Design Your CEU Reports ===
 This is where you can fully customize your Attendee'​s CEU Report or just choose from several preset templates. When you first press the blue Create button to create a new CEU Report, you will be shown a selection of different templates for you to use. These are great starting points for your CEU Report building. You can choose to not use a template as well by clicking on the Show Report Designer button at the top of this page. This is where you can fully customize your Attendee'​s CEU Report or just choose from several preset templates. When you first press the blue Create button to create a new CEU Report, you will be shown a selection of different templates for you to use. These are great starting points for your CEU Report building. You can choose to not use a template as well by clicking on the Show Report Designer button at the top of this page.
  
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   * **Table:** The Table field is what differentiates the CEU Report from the previously discussed Certificate. By adding this Table, you can breakdown credits earned per session, adding more useful information,​ such as dates for each session or attendance time. Tables allow you to insert any text or keywords, but you can separate the information by adding or removing columns. The default table will show three columns: the Date column shows the date of the Session, the Session column will show the name of the Session, and the Credits column will show how many credits were earned for attending the Session. These can be modified as well.   * **Table:** The Table field is what differentiates the CEU Report from the previously discussed Certificate. By adding this Table, you can breakdown credits earned per session, adding more useful information,​ such as dates for each session or attendance time. Tables allow you to insert any text or keywords, but you can separate the information by adding or removing columns. The default table will show three columns: the Date column shows the date of the Session, the Session column will show the name of the Session, and the Credits column will show how many credits were earned for attending the Session. These can be modified as well.
  
-There are 4 options you can do when you have any of the above items (images, ​textboxes, etc.) selected.+There are 4 options you can do when you have any of the above items (images, ​text boxes, etc.) selected.
   * **Move:** To do this click anywhere on the item. Once it has the focus click and drag it anywhere on the canvas.   * **Move:** To do this click anywhere on the item. Once it has the focus click and drag it anywhere on the canvas.
   * **Resize:** To do this, simply click and drag on any of the edges of the field box. When you hover over any of these edges, your mouse cursor will change to an arrow shape. ​   * **Resize:** To do this, simply click and drag on any of the edges of the field box. When you hover over any of these edges, your mouse cursor will change to an arrow shape. ​
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   * **Size and Orientation:​** This setting will allow you to change the size and orientation your CEU Report will be generated in.   * **Size and Orientation:​** This setting will allow you to change the size and orientation your CEU Report will be generated in.
   * **Show Border:** This will add a border around your entire CEU Report.   * **Show Border:** This will add a border around your entire CEU Report.
-  * **Background Color:** This will change the color of the background of your CEU Report. If you have an image as your backgroundor chose one of our templates, this will not change anything on your CEU Report. You would have to remove your background image/​template image in order to take advantage of this option.+  * **Background Color:** This will change the color of the background of your CEU Report. If you have an image as your background or choose ​one of our templates, this will not change anything on your CEU Report. You would have to remove your background image/​template image in order to take advantage of this option.
   * **Background Image:** This will add a background image to your CEU Report. If you chose one of our templates, the background design will be a background image and will show in this setting. You can upload any image from your computer as a background image by clicking the Upload button, or you can remove any placed image by clicking the Remove button.   * **Background Image:** This will add a background image to your CEU Report. If you chose one of our templates, the background design will be a background image and will show in this setting. You can upload any image from your computer as a background image by clicking the Upload button, or you can remove any placed image by clicking the Remove button.
  
 ===Selected Control=== ===Selected Control===
-Under your canvas, you will see a section titled Selected Control. This section shows which field on your canvas you currently have selected. Below this section, you will see extra settings that specifically tie to your chosen field box. To change which field box you have selected, you can either click on any of the field boxes on your canvasor choose from the drop down menu in the Selected Control section.+Under your canvas, you will see a section titled Selected Control. This section shows which field on your canvas you currently have selected. Below this section, you will see extra settings that specifically tie to your chosen field box. To change which field box you have selected, you can either click on any of the field boxes on your canvas or choose from the drop-down menu in the Selected Control section.
  
 As previously mentioned, each field box has extra settings that pertain to that field only: As previously mentioned, each field box has extra settings that pertain to that field only:
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   * **Table Settings:** {{ :​conferencetracker:​2:​administrator:​manual:​ceutable.png?​direct&​450|}}   * **Table Settings:** {{ :​conferencetracker:​2:​administrator:​manual:​ceutable.png?​direct&​450|}}
     * Tables have the same settings as the Text Box settings, with the exception of being able to modify the columns presented in your table.     * Tables have the same settings as the Text Box settings, with the exception of being able to modify the columns presented in your table.
-    * **Columns:​** With this setting, you can choose what your CEU Report will display. Each column has two text boxes: one for the title (or header) of the column, and the second for what data it will show. In the second textbox, a keyword is usually used in order to pull data from an Attendee'​s attendance. A default table will have three columns: Date, Session, and Credits. The CEU Report will then use the attendance logs of each attendee to pull this data. As a result, each subsequent row will show the Date of the session, the Name of the session, and how many Credits ​were earned for attending the session.+    * **Columns:​** With this setting, you can choose what your CEU Report will display. Each column has two text boxes: one for the title (or header) of the column, and the second for what data it will show. In the second textbox, a keyword is usually used in order to pull data from an Attendee'​s attendance. A default table will have three columns: Date, Session, and Credits. The CEU Report will then use the attendance logs of each attendee to pull this data. As a result, each subsequent row will show the Date of the session, the Name of the session, and how many credits ​were earned for attending the session.
 === Finalize the design === === Finalize the design ===
  
 Be sure to click the **Save Changes** button at the bottom of the page when done editing! Be sure to click the **Save Changes** button at the bottom of the page when done editing!
  
-==== Print Reports ​====+=== Print Reports ===
 {{ :​conferencetracker:​2:​administrator:​manual:​printreports.png?​direct&​450|}} {{ :​conferencetracker:​2:​administrator:​manual:​printreports.png?​direct&​450|}}
 Now that you have successfully created your CEU Report design, you can choose to generate and print the Reports for your Attendees. You can access this section on the left-hand Navigation Menu, under CEU Reports -> Print Reports. Here, you will be presented with some general settings on how you would like to print your Reports. They are as follows: Now that you have successfully created your CEU Report design, you can choose to generate and print the Reports for your Attendees. You can access this section on the left-hand Navigation Menu, under CEU Reports -> Print Reports. Here, you will be presented with some general settings on how you would like to print your Reports. They are as follows:
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   * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your CEU Report designs. This comes in handy if you have created multiple designs for different purposes.   * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your CEU Report designs. This comes in handy if you have created multiple designs for different purposes.
   * After this, you will see two tabs. One is labeled All Reports, and the other is labeled Specific Reports.   * After this, you will see two tabs. One is labeled All Reports, and the other is labeled Specific Reports.
-    * **All Reports:** Under the All Reports ​Tab, you will be able to generate Reports for every Attendee from your Conference. You are also given a few filters if you would like to generate more specific reports. The filters are:+    * **All Reports:** Under the All Reports ​tab, you will be able to generate Reports for every Attendee from your Conference. You are also given a few filters if you would like to generate more specific reports. The filters are:
       * **Members of Group:** This filter will allow you to only generate Reports for members of your chosen group.       * **Members of Group:** This filter will allow you to only generate Reports for members of your chosen group.
       * **Users with Roles:** This filter will allow you to only generate Reports for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role.       * **Users with Roles:** This filter will allow you to only generate Reports for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role.
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       * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, in order to not waste a blank report.       * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, in order to not waste a blank report.
       * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session'​s evaluation survey will not receive credit for that session.       * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session'​s evaluation survey will not receive credit for that session.
-      * **Note:** If you leave all of these filters blank and press the Generate button, you will generate ​Reports ​for every single user in your Conference. +      * **Note:** If you leave all of these filters blank and press the Generate button, you will generate ​reports ​for every single user in your Conference. 
-    * **Specific Reports:** Under the Specific Reports tab, you can choose to generate ​Reports ​for specific users. You can use the text box here to add any user from your Conference. You can also add multiple users by continuing to type once you have selected one user.+    * **Specific Reports:** Under the Specific Reports tab, you can choose to generate ​reports ​for specific users. You can use the text box here to add any user from your Conference. You can also add multiple users by continuing to type once you have selected one user.
   * Once you are done with your choices, you can click on the blue Generate button in order to generate Reports with your chosen settings. Your Reports will generate at the bottom of this section, and they will all be included in one PDF file that you can download and print.   * Once you are done with your choices, you can click on the blue Generate button in order to generate Reports with your chosen settings. Your Reports will generate at the bottom of this section, and they will all be included in one PDF file that you can download and print.
  
-==== E-mail Reports ​====+=== E-mail Reports ===
 {{ :​conferencetracker:​2:​administrator:​manual:​emailreports.png?​direct&​450|}} {{ :​conferencetracker:​2:​administrator:​manual:​emailreports.png?​direct&​450|}}
 You can also choose to email your reports to each Attendee instead of printing them. You can access this section on the left-hand Navigation Menu, under Reports -> Email Reports. Here, you will see similar settings as the ones presented to you on the Print Reports section. They are as follows: You can also choose to email your reports to each Attendee instead of printing them. You can access this section on the left-hand Navigation Menu, under Reports -> Email Reports. Here, you will see similar settings as the ones presented to you on the Print Reports section. They are as follows:
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   * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Report designs. This comes in handy if you have created multiple designs for different purposes.   * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Report designs. This comes in handy if you have created multiple designs for different purposes.
   * After this, you will see two tabs. One is labeled All Reports, and the other is labeled Specific Reports.   * After this, you will see two tabs. One is labeled All Reports, and the other is labeled Specific Reports.
-    * **All Reports:** Under the All Reports ​Tab, you will be able to generate Reports for every Attendee from your Conference. You are also given a few filters if you would like to generate more specific reports. The filters are:+    * **All Reports:** Under the All Reports ​tab, you will be able to generate Reports for every Attendee from your Conference. You are also given a few filters if you would like to generate more specific reports. The filters are:
       * **Members of Group:** This filter will allow you to only generate Reports for members of your chosen group.       * **Members of Group:** This filter will allow you to only generate Reports for members of your chosen group.
       * **Users with Roles:** This filter will allow you to only generate Reports for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role.       * **Users with Roles:** This filter will allow you to only generate Reports for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role.
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       * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, in order to not waste a blank report.       * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, in order to not waste a blank report.
       * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session'​s evaluation survey will not receive credit for that session.       * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session'​s evaluation survey will not receive credit for that session.
-      * **Note:** If you leave all of these filters blank and press the Generate button, you will generate ​Reports ​for every single user in your Conference.+      * **Note:** If you leave all of these filters blank and press the Generate button, you will generate ​reports ​for every single user in your Conference.
     * **Specific Reports:** Under the Specific Reports tab, you can choose to print Reports for specific users. You can use the text box here to add any user from your Conference. You can also add multiple users by continuing to type once you have selected one user.     * **Specific Reports:** Under the Specific Reports tab, you can choose to print Reports for specific users. You can use the text box here to add any user from your Conference. You can also add multiple users by continuing to type once you have selected one user.
   * Once you are done with your choices, you can click on the blue Generate button in order to generate Reports with your chosen settings. You will then see a list of individually generated reports, divided per attendee. You can view each one of these Reports in order to ensure they are correct before emailing them.   * Once you are done with your choices, you can click on the blue Generate button in order to generate Reports with your chosen settings. You will then see a list of individually generated reports, divided per attendee. You can view each one of these Reports in order to ensure they are correct before emailing them.