Run an Education Credits Report


Administrators have real-time visibility into members' education credits.

To view members' education credits, go to Member Management > Reports.

  1. From the Select Report Type drop-down menu, select "Education Report"; search-criteria fields will display.

  2. Set sorting preferences as needed to generate relevant results.

  3. Select your Output Type from the drop-down menu.

  4. Select an option for Output Records.
  • You can select all individuals, all members, or either of those with matching courses only.

  1. Optionally, enter a Custom Title for the report.

  2. Select Get Report.
  • If you selected the Output Type "Online Preview," the search results should display in a new window in your web browser.
  • If you selected any of the other Output Type options, your report will download.


Note: To self-report continuing education credits, members should go to Member Center > My Event History and select Report Education Credit. There they can enter course details, select an Education Type, and save changes by selecting Add Education Record. Members can only self-report continuing education credits if Education Types have been set up.