Credit Types Report

Admin Refresh Experience: Reports

Table of Contents

• Overview
• Instructions: How to Add a Credit Type
• Report Roles & Permissions

Overview

The Credits Report details all internal training completions that Users received credit for.  Credits are typically awarded to a User who is continuing their professional development to maintain a license or certification within an industry.  

To help you identify the different credits and their values, the Admin Refresh Experience introduces the Credit Types Report.  From here you can create new, edit existing, or delete Credit Types.

Note: Navigate to the Credit Types page from the Credits Report page by clicking the Manage Credit Types button.

Instructions

How to Add a Credit Type

1. Beginning from the Credits Report page, click the Manage Credit Types button.
   • You will be redirected to the Credit Types report page.
     
     
2. From the Credit Types page, click the Add Credit Type button.
   • You will be redirected to the Add Credit Type form.
     
     
3. The Add Credit Type form is composed of a single field: Name
   • Enter the Name of the new Credit Type in the Name field.
     
     
4. Click the Save button to save the new Credit Type.
   • You will return to the Credit Types report page.

Report Data

You can customize this report to provide information on any data points listed below.

Notes

• Fields with an asterisk (*) symbol are included in the Report's default layout. 
• Custom fields configured in your portal settings will also be available. 
• Remember that opening a report may also include a favorite saved layout or a shared default organizational report layout.

Report Action & Mass Action Options

After generating a Report, you can perform administrative actions. Commands to modify Report data become available once the checkbox of a table row item is selected (checked). The menu is displayed on the right-hand side of the page. This menu is context-sensitive. The available options for Actions and Mass Actions will change depending on the content you are selecting.

• An individual row selection will open the Actions menu.
• Multiple row selections will open the Mass Actions menu.

Action options depend on your Admin Role permission(s).  Some actions in the table below may not be available to all Admins.  If you have questions related to your permission set, please contact your local System Admin for details.

Actions

The actions listed in the table below are can be applied to a single enrollment. 

Mass Actions

The actions listed in the table below are can be applied to multiple enrollments at a time. 

Report Roles & Permissions

Please note that your environment may use customized Role(s), Permissions, or a combination of both to regulate access to this Report.

Admins must have Generated Reports in their Role, in order to export data to Excel or CSV on any Administration page or Report page.

If you have questions or need assistance, please contact your local System Administrator to review your current permission set. 

Required Role Permissions

Suggested Role Permissions