Staff CPE
The Staff CPE report includes total hours and information entered toward CPE credit. This report is used to track staff CPE information and is used when filling out certification papers.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Employee CPE. In Practice Advantage, there is no comparable report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Hide Details |
Yes/No |
Includes or excludes details of each transaction. If excluded, only the headers and footers for each group with amounts only for the grand total display in the report. To view a summary amount for each group, select to subtotal the group. |
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Staff Status | = | All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Anniversary Date |
Jurisdiction |
Staff Name |
Area of Expertise |
Location |
Staff Office |
Begin Date |
Report Name |
Staff Position |
Category |
Required Hours |
Staff Region |
Class |
Skill Level |
Staff Reporting Manager |
Cost |
Sponsor |
Staff Status |
Department |
Staff |
YB |
End Date |
Staff Business Unit |
|
Hours to Date |
Staff ID |
|
Grouping | ||
---|---|---|
Available Fields | ||
Department |
Staff ID |
Staff Region |
Report Name |
Staff Name |
Staff Reporting Manager |
Staff |
Staff Office |
|
Staff Business Unit |
Staff Position |
|
Sorting | ||
---|---|---|
Available Fields | ||
Begin Date |
End Date |
Location |
Category |
Hours to Date |
Sponsor |
Cost |
Jurisdiction |
YB |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Staff |
The staff name and ID. The format is Staff Last Name, First Name (Staff ID). |
Anniversary Date |
The CPE renewal date for each jurisdiction for each staff included on the report. |
Required Hours |
The CPE required hours for renewal for each staff included on the report. |
Begin Date |
The beginning date of the CPE class. |
End Date |
The ending date of the CPE class. |
Category |
The category name associated with the transaction or service code. |
Jurisdiction |
The jurisdiction selected for the CPE class. |
Hours to Date |
The hours credited for the CPE class for each staff included on the report. |
Class |
The class that is associated to the service code. |
Location |
The location of the CPE class. |
Sponsor |
The sponsor of the CPE class. |
Cost |
The cost of the CPE class. |
YB |
The class qualification for yellow book credit. Will display Y for yes and N for no. |
Staff CPE Sample Report