CPE Transcript

 

Purpose:  This report is usually run annually and gives the recipient a record of all events and credits earned from the association during the specified date range. The report layout is customized for each association.

 

Launch Point:  This report can be launched from the following location(s):

 

•      Events → Reports → Registrations →

 

Example:  When the report is launched the report wizard will open

 

 

Includes options for event date range, person(s) to include (all persons who meet specified criteria, one selected person, persons attending a specific event, persons attending events during a date range, list of ID numbers,  or one selected vendor), member status, member type, position codes, registration status, join date, range of last names, misc options (include events with no credits offered, and include persons attending no events), salutation, sort order, user defined text, and delivery method (email if available, otherwise mail or mail only).