Reporting/Exporting for Issued Certificates
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Dianna Kelly
We're offering CEU courses and need a way to report on the following data:
Contact Full Name, Course Title, Issue Date
Ideally we'd be able to add a custom field to this as well. We have a field called "certification number" that's used by the certification board.
While we can copy from the Issued Certificates table for now, we anticipate having too many records to make this feasible. Ideally we'd like an export button that exports the visible data, but also as much relevant customer data as possible (it's easier to delete from the exported results than try to add in missing data).
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Kathi Randall
Dianna Kelly -- you can also make a SMART LIST from those who have completed a specific workflow -- this would be another way to export the person who has been issued a certificate (via that workflow)
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Kathi Randall
Yes agreed!!! -- at this point, I add the certificates issued to a pipeline and then I can export.... it's cumbersome!! Also -- we need WAY better tracking in the course platform for completion/progress/status reports -- this is another HuGE need for CEU courses
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Dianna Kelly
Kathi Randall Definitely! This platform has so much potential but this is a giant flaw for a platform that offers courses. On our old platform we could have business owners log in and manage training for their staff, view their progress, check quiz results and assignments. Even WE can't do that now. Very frustrating and a huge loss for us!