Credential Report

Owned by Kaitlyn England
Last updated: Jan 18, 2023
2 min read

This report will allow users to see all License/Credentials that have been added to Staff Member profiles. Customers can pull this report to audit staff member credentials with information such as License/Credential, Staff Member, Credential Status, and Expiration Date.

Action

Description

Good to Know

Action

Description

Good to Know

Step 1: Click on Reporting Dashboard>Credential Report

 

Users with permission “View/Download Staff Credential Report” will be able to view/download this report

Step 2: Generate the Credential Report

Utilize the filters at the top of the report to filter down criteria, as needed, or leave blank to generate all possible information. Select Search when finished.

 

Refer to the list below for information on each reporting field:

  • License/Credential: Will allow you to filter by 1 or more specific License/Credentials

  • Location: Will allow you to filter by 1 or more Staff location (assignment in staff profile)

  • Staff: Will allow you to filter by 1 or more specific staff

  • Title: Will allow you to filter by 1 or more job title’s within your organization

  • Issue Date: Will allow you to filter by the date the staff credential was issued

  • Expiration Date: Will allow you to filter by the staff credential expiration date

  • Has Attachment?: This field gives you an option to include credentials that have an attachment

  • Credential Status: Will allow you to filter by the credential statuses of active, inactive, or both

  • This report can be run without selecting any of the reporting fields. This option will populate ALL records that are in the system

  • Report can be exported to excel

  • Notes included in the Staff Member credential profile will also populate within the report and the export.