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CEU Reports

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:

  • Design Reports - In the Design Reports section, you can view a list of all of your created CEU Report designs. You can also create a brand new design.
  • Print Reports - This section allows you to generate your CEU Reports in a single PDF file in order to get them printed. You have a lot of options in choosing which CEU Reports to print, such as printing reports per group, per sessions, per date, and many more.
  • 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

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.

These options will appear in the three dots menu on the right side of your CEU Reports once you have created at least one report:

  • Design: This will take you to the Report designer. If this is your first time designing a CEU Report, you will be taken to a templates page, where you can choose a template for your CEU Report.
  • Copy: This allows you to clone the CEU Report selected.
  • Print: This will take you to the printing page with the specific CEU Report design already selected.
  • Email: This will take you to the email page with the specific CEU Report design already selected.
  • Delete: This will remove the CEU Report from the list.

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.

Once you have picked a starting template, you will be taken to the CEU Report Designer page. You will see a few different sections on this page, but your main work area will be the Design your Report, which works like a canvas. Here, you will see a live representation of what your CEU Report will look like. Anything added or edited will be managed through this section of the screen.

Toolbox

CEU Report Editor The next section we will be covering will be the Toolbox, which appears on the right of the CEU Report Designer. The toolbox allows you to add fields and images to your CEU Report. You will be able to add:

  • Text: Create a box in your Report where you can enter text. You can also use keywords on these textboxes to pull data from your account. (More information about keywords can be found below.)
  • Image: This will allow you to insert an image to your Report.
  • User Photo: This will add a user's profile photo. The user must have a profile photo uploaded to their account.
  • 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, 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.
  • 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.
  • Copy: By clicking on any of the fields in your canvas, you will see two buttons pop up towards the right end of the field. The first button will be your Copy button. Clicking on this button will copy your chosen field box as a new field.
  • Remove: By clicking on any of the fields in your canvas, you will see two icons pop up towards the right end of the field. The second button will be the red Remove button. Clicking on this button will delete your chosen field box.

As mentioned earlier, the text box field can accept different keywords in order to help you maximize your CEU Report efficiency. These keywords can pull data from your conference, such as Attendee Names or Conference Dates. Here is a list of accepted keywords:

  • User Keywords
    • $FirstName$, $LastName$, or $FullName$: Displays the name of the Attendee.
    • $Title$ & $Company$: Displays the Position and Company Name of the Attendee.
    • $PhoneNumber$, $Email$, $StreetAddress$, $City$, $State$, & $ZipCode$: Displays additional information about the attendee.
    • $UserCustomFieldN$: (N=1 to 5) Displays the custom field values you uploaded or entered for each Attendee.
    • $Sessions$: Displays a list of all workshops this attendee went to at this conference.
    • $Credits$: Shows the total number of credits the Attendee received.
    • $AttendanceMinutes$: Shows the total number of minutes an attendee has been in sessions for.
  • Conference Keywords
    • $Conference$: Displays the name of the Conference.
    • $Date$: Display the date the CEU Report was generated.
  • Table Keywords: Inside a table you can use these keywords:
    • $Date$: This will be the Date the session took place.
    • $Session$: This will be the Name of the session.
    • $Credits$: This will be the Credits earned by the Attendee for the session.
    • $AttendanceMinutes$: This will be the amount of minute the Attendee was present for the Session.
    • $SessionCustomFieldN$: (N= 1 to 5) Displays the custom field values you uploaded or entered for each Session.
You can also use basic mathematic operations on your transcripts using Text Fields. You can begin writing an expression with ${ and $} to end it. The operations you can use are:
  • SUM: Addition
  • SUB: Subtraction
  • MUL: Multiplication
  • DIV: Division

For example, the expression 3 + 2 would be translated to ${ SUM(3,2) $}. You can group expressions as well, so (4 - 2) * (3 / 3) would be ${ MUL( SUB(4,2), DIV(3,3)) $}. It is also possible to use keywords in combination with these expressions. The expression ${ DIV($AttendanceMinutes$, 60) $} will return the number of minutes an attendee has been in a session for divided by 60. You can only use keywords in expressions if the keyword uses a number.

After entering the expression, the textbox will display the answer to the expression on the report when they are printed.

Report Settings

Under the Toolbox section, you will find the CEU Report Settings. This section includes general settings for your CEU Report, such as:

  • Size and Orientation: This setting will allow you to change the size and orientation your CEU Report will be generated in.
  • 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.

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 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:

  • Text Box Settings:
    • Text: This setting will allow you to change what is shown in your Text Box. You can use plain text, keywords or basic operations in this setting.
    • Font Size: This will change the size of the text displayed in your Text Box.
    • Font: This will change the type of font displayed in your Text Box.
    • Text Alignment: This setting will allow you to choose a different alignment style for the text displayed in your Text Box. You can choose it to be aligned to the left side of the Text Box, the right side of the Text Box, or centered.
    • Font Color: This setting will change the color of the text displayed in your Text Box.
    • Background Color: This setting will change the background color of your Text Box. You can also press the Make Transparent button below this setting in order to make the background color transparent.
    • Text Wrapping: This allows you to change the way the text behaves with other objects. You can select between displaying the text in Multiple Lines or to Shrink to Fit Size.
    • Style: With this setting, you can toggle your text to be Bold, Italic, or Underlined.
  • Image Settings:
    • Upload: The Upload button allows you to upload an image from your computer to be used in this Image Box.
    • Remove: The Remove button allows you to delete the image you have uploaded. The Image Box will remain, just the image itself will be cleared out.
  • Table Settings:
    • 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.

Finalize the design

Be sure to click the Save Changes button at the bottom of the page when done editing!

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:

  • 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.
    • 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.
      • 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 who Attended a Session: This filter will allow you to only generate Reports for users who attended a specific session.
      • 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.
      • 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.
  • 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

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:

  • 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.
    • 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.
      • 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 who Attended a Session: This filter will allow you to only generate Reports for users who attended a specific session.
      • 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.
      • 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.
  • 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 have generated your Reports, you will then be shown a new section at the bottom of the page: the Email section. Here, you can edit the email that will be sent out to each Attendee. The Report will be accessible via a link on the email. You will be able to personalize the From section, what email they can reply back to, the Subject of the email, and the body of the email. You can also use two keywords on this email: $Name$, for the Attendee's name, and $Link$, which will give each attendee their personalized link to access their Report.
  • After editing your email, you can click on the Email Reports button on the bottom of the screen to send your emails to your Attendees.
Once you click on Email Reports, the reports will go out as is, so please review them!
The CEU Reports will not be attached to the email but instead have a link to download them. Ensure that the $Link$ remains as part of the email message so they can get the CEU Report.

Watch this short video about this feature