Continuing Education Report

Overview

The Continuing Education Report puts credit data on the front end of your site. Learners can look up their own earned credits, and administrators and group leaders can run a full report — with filtering, export, and inline credit management — without going into the WordPress admin.

The report is added with a shortcode or block and comes in two forms:

  • Standard report — A search box anyone can use to look up course completions and earned credits.
  • Enhanced report — A full data table for administrators and group leaders, with custom columns, date filtering, CSV and Excel export, and the ability to add, edit, and delete credits.

Adding the Report

Add the report with the shortcode:

[uo_ceu_report]

Or insert the Continuing Education Report block from the Uncanny Continuing Education Credits block category. The block exposes the same options as the shortcode in its settings panel.

The Standard Report

By default, [uo_ceu_report] displays a search-based report. A visitor enters a search term and the report returns matching learners and their credits.

  • Searches require a minimum of 3 characters.
  • The search matches against email address, first name, last name, and display name.
  • Results are paginated for readability.

This standard view is suitable for a public or learner-facing page where people look up their own records.

The Enhanced Report

Add enhanced=”on” or enable the Enhanced block option, to unlock the full report:

[uo_ceu_report enhanced="on"]

The enhanced report is available only to logged-in administrators and group leaders. It displays all accessible credit data in a sortable, filterable table with:

  • Filtering by user, group, course, and date range
  • Export to CSV and Excel
  • Custom columns (see below)
  • Inline credit management — add, edit, and delete records (see below)

Enabling Credit Editing

The enhanced report can let group leaders and admins manage credits directly. Each action is turned on with its own attribute:

[uo_ceu_report enhanced="on" add="on" edit="on" delete="on"]

AttributeWhat it enables
addAn Add Credits button for awarding new credits
editInline editing of existing credit records (added in v5.0)
deleteSelecting and deleting credit records

For a full walkthrough of these actions, see Add, Edit, and Remove Credits.

Customizing Columns

Use the columns attribute to choose which columns appear and what they’re labeled. Each column is written as key||Label, separated by commas:

[uo_ceu_report enhanced="on" columns="user||User,course||Course,date||Date,ceus_earned||Credits,total||Total"]

Common column keys include user, course, date, ceus_earned, and total.

Report Performance Mode

Large sites can choose how the report retrieves data using the mode attribute (meta is recommended for most sites; json is fastest). The default for all reports is set under Uncanny CEUs > Settings. See Continuing Education Admin Reports for the full explanation of report modes.

For Developers: Custom Columns and Data

Developers can extend the report with custom columns and data using filters:

  • uo_ceu_credit_report_column_config — Define the report’s columns and their data structure (added in v5.0 for finer control over columns and the data behind them).
  • uo_ceu_credit_report_table_data — Modify the credit data before it’s displayed, including injecting values for custom columns.

Combine the two to add a column and populate it with your own data. These filters are intended for developers comfortable working with PHP.

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