Bulk Certificate Printing Report
This report will allow Administrators and Reporting Supervisors to print certificates for modules completed by selected sets of users en masse. The export will pull License/Certification information by each individual Learner, allowing the Administrator or Supervisor to print certificates exactly as the Learner would.
If you have not already reviewed the training materials on Functions Common to Most Reports please do so before continuing with this report.
Section 1: Filter By Hierarchy allows you to filter your report based on hierarchy levels. If you wish to run the report for all Learners, leave this field blank.
Section 2: Filter By Courses allows you to filter and run the report for an individual module or group of modules. To add a module, click on the "Add Module(s)" button. In the new window that appears, check the boxes next to the names of the modules that you wish to run the report for and click the "Add" button. To run the report for all courses, leave Section 2 blank.
Section 3: Filter by User Attributes allows you to filter which Learners will be included on the report. To run the report for all Learners, leave these fields blank.
Section 4: Report Output will allow you to set additional parameters for how your report will run.
The Indiv./Mult. field which gives you access to run the report for all Learners or one individual Learner. You also have the option to show each Learner on a separate page, show external training entered by a Supervisor/Administrator, and/or show trainings added manually by the Learner.
In this section, you will also specify the Date Type and Date Range for which you wish to run your report. You can choose Date Type: Completed to show which modules have been completed within a certain time frame or Due Date Range to show which modules have or have not been completed based on if its due date falls within the range you choose.
Date Range allows you to choose the dates you wish to run the report for based upon the Date Type chosen above. You can choose a preset date range from the drop-down or choose Specify Dates to manually enter your date range.
Please Note: If running the report for Course Status: Not Completed or All, the report will default to run by Due Date Range and you will want to be sure to expand the end date to include the due date for the module for which the report is being run.
Below is an example of a Bulk Certificate report. This report was run for just the Client Care hierarchy, to show only completed modules, within a date range of 2/28/2014-3/31/2014.
Please Note: This report shows a list of ALL certificates for ALL Learners who match the parameters you set for this report. The example below is only showing two Learners' certificates due to size restrictions.
Additional Information on the Bulk Certificate Printing Report
The Bulk Certificate Printing export will print certificates according to License/Certification information entered by the individual Learners. This capability allows the Learner’s Professional License information to be printed on certificates for completed courses in which the Learner is eligible to earn Continuing Education credit.
- For example, if a Learner is a Registered Nurse in the state of North Carolina and has this information, including Professional License Number, entered into the License/Certification tool, his/her certificates will print using this information through the Bulk Certificate Printing export. If a Learner has more than one license/certification entered into the License/Certification tool, the Bulk Certificate Printing export will print two certificates, one for each of the Learner’s licenses. For Learners without License/Certificate information entered into the tool, including unlicensed staff, the Bulk Certificate Printing export will print Certificates of Completion (No CE Credit) for all completed modules.
The Bulk Certificate Printing export will print Certificates of Completion (No CE Credit) for all Learners without License/Certification information entered into the tool, or for Learners who have selected ‘General Staff’ as Professional Role in the License/Certification tool.