Attendance

Once your conference begins and your Operators begin scanning Attendees into Sessions, the Attendance section will begin gathering all of this data. Here, you can view, create, and manage all scans and attendance logs obtained from your conference. Here, you will be able to do the following:

• Manage Attendance - In this section, you will be able to see every single scan performed by your Operators. You can also see full attendance logs, create any logs or scans missing from an attendee, and fix any issues that have appeared from scanning.
• Check-In Stations - You can install self-service check-in stations on any computer, tablet, or mobile device for when your attendees first arrive at your conference. You can set these up to allow badge printing from the device, update contact information, or even accept new registrations.
• Swipe Card - This section allows you to swipe an attendee in or out of a session. This is used as a backup method for attendance tracking. Use this if you are having any issues with your Conference Tracker app!
• Operators - You can create and manage Operators for your conference in this section. Users with the Operator role can log into the Conference Tracker app to scan attendees.
• Certificates - In the Certificates section, you can design, print, and email Certificates of Attendance for your attendees.
• CEU Reports - In the CEU Reports section, you can design, print, and email CEU transcripts for your attendees.

In the Manage Attendance section, you can view and manage attendance logs and scans. A scan refers to a scan performed by an Operator when checking an attendee in to or out of a session. A log refers to when a user signs in and signs out of a session, creating a log of their time spent at that session. These logs show every user's swipes/scans into sessions. Each log will show the following:

• Attendee's name
• Session name
• Date of the log
• Time spent at the session
• Attendance percentage
• Status of log
  • These statuses include: Valid, Not Signed-In, Not Signed-Out, Stayed Less Than Required, or Invalid

There are a few buttons on the top of this section, which we will go over in more detail later on in this section. They are as follows:

• Create - This will allow you to create a new attendance log for a user.
• Swipe a Card - You can use this option to manually check in an attendee to a session.
• Session QR - You can use this option to create Session QR codes for attendance swipes.
• View Swipes - This page shows each individual swipe.
• Fix Swipes - This option lets you view and manage individual swipes.
• Fix Logs - This option is located under the ‘More’ menu on the right-hand side. This option allows you to view and manage Attendance Logs in bulk.

Under these buttons, you will see a section titled Search Filters. Here, you can filter out Attendance Logs by customizing your parameters, such as what status the log is or which range of dates to search in. You can also filter out Simultaneous logs using the toggle switch.

By clicking on any of the logs found on this page, you can view more detailed data on each of them. You can also choose to delete any log by clicking on the three dots on the right side of any log and clicking the Delete option.

Read the next sections that cover all the buttons available on the Attendance Logs toolbar.

Clicking on the blue Create button will take you to the Create a New Attendance Log screen. The purpose of this section is not to track conference attendance as we have a much better system setup using our Conference Tracker App for Apple and Android devices but is used when you need to add logs that for some reason were not able to be scanned into the system via the app.

When creating a new attendance log, you will be asked for the name of the attendee and the session which they attended. On the right-hand side, you can create in/out swipes by pressing the Plus button.

This screen displays every swipe captured by Conference Tracker. The default view will show any unresolved swipes, usually an invalid card number. You can change this view by using the search filters on this page. Clicking on any of the swipes will give you more detailed information about them, including:

• Type of Swipe (Sign in or Sign Out)
• When the swipe took place
• Card Number
• Location of Swipe
• Which Session they swiped for
• Name of Attendee

If clicking on any unresolved or invalid swipe, the swipe detail page will allow you to fix any errors within that swipe. You can also delete any swipe by either clicking on the red Delete button on the top of the detailed swipe view or by clicking on the three dots on the right side of any swipe name on the main swipe list.

Some scans during a conference may end up being an Unresolved Swipe. Unresolved Swipes are instances of scans that were successfully taken, but the scan could not be assigned to an attendee. This usually occurs if the device that is scanning attendees is not Synced properly or if the Operator made a mistake while entering an attendee manually. Clicking on Fix Swipes will show the complete list of Unresolved Swipes.

You will be able to see the Date, Time, Session, and Card Number of the scan. Typically, the system will automatically be able to match up the number with an attendee, and the option to Use Attendee Name will appear to the right of the log. This will automatically resolve the swipe and place it in the Attendance Logs section of the website.

However, if the system cannot match the number to an attendee, you will instead have a search box to the right of the log. You will have to determine who the attendee is and assign the log to them.

You can use this tool to bulk-fix all logs in a specific session. You have these options available to you and they can be used one at a time or in combination with each other:

• Remove all swipes: This will remove all swipes for the selected session.
• Remove all swipes but keep the first in swipe: This will remove all swipes except for the first ‘In’ swipe.
• Remove all swipes but keep the last out swipe: This will remove all swipes but keep the last ‘Out’ swipe.
• Remove all swipes but keep the first in swipe and the last out swipe: This will remove all swipes except for the first ‘In’ swipe and the last ‘Out’ Swipe.
• Remove swipes before the session started: This will remove any swipes done before the session start time.
• Remove swipes after the session ended: This will remove any swipes done after the session end time.
• Create swipe at the beginning of the session: This will create an “In” swipe at the session start time.
• Create swipe at the end of the session: This will create an “Out” swipe at the session end time.
• Change all swipes close to the start to be sign-ins (in a 10' frame): Any swipe within a 10-second time frame of the session start time will be converted to an “In” swipe.
• Change all swipes close to the end to be sign-outs (in a 10' frame): Any swipe within a 10-second time frame of the session end time will be converted to an “Out” swipe.

After selecting the changes you want to be made on the logs, select a session from the Session field and then choose the type of Invalid log you want to be changed.

Once complete, select Fix Logs at the bottom of the page.

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This function allows you to create stations on your device that can be set up for attendees to self-check in. The Check-In Station is installed directly onto the web browser. Attendees simply need to search themselves on the station by using their email address and last name.

Creating a Check-In Station

To create a check-in station, click on the blue Create button on this page. You will be asked for a name for your check-in station and any instructions you would like to provide your attendees when they are using this station. You can also enable or disable several options on the station:

• Allow Badge Printing: Set whether or not attendees will be able to print their badges from the station.
• Allow updating contact information: Set whether or not attendees will be able to change their registration information.
• Allow new registrations: Set whether or not attendees will be able to register for the event at the station.
• Show captcha on registration screen: Set whether or not a Captcha should be shown at the end of the registration process.

Once this form is complete, you can click on the Save & Install button at the bottom of the screen, or if you are not ready to install it, the Save Changes button will save this form without installing it. Once installed, you will need to log out of Conference Tracker fully. When accessing the Conference Tracker home page, you will now receive a page with the basic information about your conference. If enabled, you will also be able to register for the conference on this page. At the top of this page, you will see a yellow banner alerting you that you are at a check-in station. You can click on the link in this banner to take you to the check-in page, or you can wait for the countdown to finish and you will be redirected automatically.

Once at the check-in page, you will be asked for your email and your last name. Once entered, you will be given some more options, such as check-in, print badge, and update contact info.

This section allows you to swipe an attendee in or out of a session. This is used as a backup method for attendance tracking. Use this if you are having any issues with your Conference Tracker app!

Here are the steps to swipe-in/out Attendees to a Session/Workshop manually not using the Conference Tracker app (which is the preferred method):

1. First, select the swipe Type of either Sign-In or Sign-Out to their corresponding arrow.
2. Next, type in the Session/Workshop name to search and select an available Session/Workshop you want to track.
3. Now type or swipe the Attendees' ID number/mag-strip/bar-code to enter it in the Swipe a Card box.
4. Finally, you must click the Swipe button to save this swipe and move to the next one.

In this section, you can create and manage Operators for your conference. Users with the Operator role can log into the Conference Tracker app to scan attendees.

• Create: Clicking on the Create button will allow you to create a new Operator.

• Groups: Clicking on the Groups button will take you to the Groups section. For more information on Groups, click here.

To access the following options, you will need to click on the three dots at the far right of any Operator's name. These options are specific for only the chosen Operator:

• Edit: To edit any Operators, click on any of their names on this page and it will take you to the Edit page.

• Send Login Info: This will send the selected Operator their Login Information.

• Send Profile Update Invitation: This will send the selected Operator an email inviting them to update their profile information.

• Groups: This option will show any Groups that the Operator belongs to.

• Delete: This option will Delete the chosen Operator.

In the Certificates section, you can design Certificates of Attendance for your attendees. The Certificates of Attendance are a summarized report of each session an attendee successfully attended and earned credits. These Certificates are highly customizable similar to how badges can be modified.

In this section, you can:

• Create Certificates - Using the blue Create button, you can create a Certificate using one of the provided templates or customize a brand-new design.
• Print Certificates - This button allows you to generate your Certificates in a single PDF file to get them printed.
• Email Certificates - This button allows you to generate individual emails to each attendee with their Certificate attached as a PDF through Conference Tracker. When sending, you can customize the email sent out to each attendee containing their PDF Certificate.

These options will appear on the right side of your certificates in the 3 dots menu once you have created at least one:

• Design: This will take you to the certificate designer for this design.
• Copy: This allows you to clone the certificate selected.
• Print: This will take you to the print options to select from your certificate designs.
• Email: This will take you to the email option using your certificate designs.
• Delete: This will remove the certificate from the list.

This is where you can fully customize your Attendees' certificates or just choose from several preset templates. When you first press the blue Create button to create a new certificate, you will be shown a selection of different templates for you to use. These are great starting points for your certificate building. You can choose to not use a template as well by clicking on the Show Certificate Designer button at the top of this page.

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

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

• Text: Create a box in your certificate 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 into your certificate.
• User Photo: This will add a user's profile photo. The user must have a profile photo uploaded to their account.

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 the item has the focus then you can 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 to help you maximize your Certificate efficiency. These keywords can pull data from your conferences, 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=1-5) Displays the custom fields 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 certificate was earned.

You can also use basic 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 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 transcript when they are printed.

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

• Size and Orientation: This setting will allow you to change the size and orientation of your certificate that will be generated.
• Background Color: This will change the color of the background of your certificate. If you have an image as your background or choose one of our templates, this will not change anything on your certificate. You would have to remove your background image/template image to take advantage of this option.
• Background Image: This will add a background image to your certificate. 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.

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 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.

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

This option is found on the Attendance > Certificates section of the main menu and then clicking on the Set Defaults button. Once there you can see a list of all the Roles in Conference Tracker. Each role can then have a Design Template applied so that when you or they (using the Attendee app) print or email these to the users the system knows what certificate each role should have. Here is an example:

Now that you have successfully created your Certificate design, you can choose to generate and print the Certificates for your Attendees. You can access this section on the left-hand Navigation Menu, under Attendance > Certificates > Print Certificates.

Here, you will be presented with some general settings on how you would like to print your Certificates. 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 Certificate 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 Certificates, and the other is labeled Specific Certificates.
  • All Certificates: Under the All Certificates 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 certificates. The filters are:
    
    
    • Members of Group: This filter will allow you to only generate Certificates for members of your chosen group.
    • Users with Roles: This filter will allow you to only generate Certificates 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 Certificates for users who attended a specific session.
    • Exclude Attendees with No Credits Earned: This filter will exclude attendees who did not earn any credits, so as to not waste a blank certificate.
    • 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 Certificates for every single user in your Conference.
  • Specific Certificates: Under the Specific Certificates tab, you can choose to generate Certificates 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 to generate Certificates with your chosen settings. Your Certificates will generate at the bottom of this section, and they will all be included in one PDF file that you can download and print.

You can also choose to email your certificates to each Attendee instead of printing them. You can access this section on the left-hand Navigation Menu, under Attendance > Certificates > Email Certificates. Here, you will see similar settings as the ones presented to you in the Print Certificates 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 Certificate 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 Certificates, and the other is labeled Specific Certificates.
  • All Certificates: Under the All Certificates Tab, you will be able to generate Certificates for every Attendee from your Conference. You are also given a few filters if you would like to generate more specific certificates. The filters are:
    • Members of Group: This filter will allow you to only generate Certificates for members of your chosen group.
    • Users with Roles: This filter will allow you to only generate Certificates 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 Certificates for users who attended a specific session.
    • Exclude Attendees with No Credits Earned: This filter will exclude attendees who did not earn any credits, so as to not waste a blank certificate.
    • 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 Certificates for every single user in your Conference.
  • Specific Certificates: Under the Specific Certificates tab, you can choose to print Certificates 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 to generate Certificates with your chosen settings. You will then see a list of individually generated certificates, divided per attendee. You can view each one of these Certificates to ensure they are correct before emailing them.
• Once you have generated your Certificates, 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 Certificate will be accessible via a link on the email. You will be able to personalize the From section, what email they can reply 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 Certificate.
• After editing your email, you can click on the Email Certificates button at the bottom of the screen to send your emails to your Attendees.

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:

• Set Defaults - This button will allow you to set the default CEU Report template for each role within Conference Tracker.
• 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 session, 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.

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.
• 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.

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.

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.

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.

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.

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.

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.

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