Pulling CE Credit Reports

After your event has concluded, you can easily gather all your attendee data with our custom reports feature. The exact report you will want to download will vary depending on whether your event is virtual or in-person. This article focuses primarily on the Session Checkins Report Type, which is used for In-Person events.

Creating a Session Check-In Report for In-Person Events

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports

2. Above the custom reports table, select Create

   

3. Under Report Type, select Session Checkins
4. Under Fields, select the various fields as required; we recommend including the following in your report:
   1. Date In will reveal the time and date when they have checked in to the session
   2. Session will reveal the session the attendee checked into.
   3. Form will reveal the check-in survey form or any survey attached to the session.
5. Under Sessions, select the individual session you would like to get the data from
   1. If you leave this blank and choose sessions as a field, the report will take data from every session in your event.
6. Use the Start Date and End Date fields if you wish to limit the report to sessions within a specified date range

7. Select Save Changes

   

Now that you’ve created your report, you can export the data to your device.

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select the custom report related to Session Checkins from the list

3. Above the custom report table, select Actions > Generate Report

   

4. Select Download Previous Report once it becomes available

   

Creating a Session Check-In Report for Virtual Events

Virtual Events use a different check-in process compared to in-person events. For instructions, please refer to our Using Virtual Attendance Tracking for Virtual Sessions article.