Overview
The admin Credit Report is your command center for continuing education data. From a single screen you can filter credit records by user, group, course, and date range, export them to CSV or Excel, manage individual records, and see who hasn’t met their requirements.
Uncanny CEUs provides two ways to view credit data:
- This article — the admin Credit Report at Uncanny CEUs > Credit Report, for administrators working inside the WordPress dashboard.
- The front-end report, which you place on a page with a shortcode or block so learners and group leaders can view credits without admin access. See Continuing Education Report.
The admin Credit Report shows learner name, email address, course name, completion date, credits earned for the course, and total credits earned — all filterable and exportable.
Accessing the Report
Go to Uncanny CEUs > Credit Report. The report opens with two tabs:
- Credit Report — all earned-credit records.
- Deficiency Report — learners who haven’t met their required credits (see below).
Filtering Records
Use the filters at the top of the report to narrow the data, then click Filter to update the table. You can filter by:
- Date range — limit results to a specific period.
- User — search for and select a learner.
- Group — select a LearnDash group.
- Course — select a specific course.
If you’ve enabled child-group support (see Settings below), selecting a parent group also returns records for its child groups.
Managing Credits from the Report
You can adjust credit records directly from the report. These actions are covered in full in Add, Edit, and Remove Credits:
- Add — Click Add credits to award credits, including for educational activities that happened outside LearnDash.
- Edit — Select a record and use Edit credits to correct its amount or date.
- Delete — Select one or more records with the checkboxes and click Delete credits.
Exporting Data
The Export buttons generate CSV and Excel files, letting you analyze credit data externally in a spreadsheet. The export reflects your current filters and columns, so filter the report first to export exactly the data set you need.
Deficiency Report
The Deficiency Report tab lists learners who have not met their required credits, based on the rollover date and the credit requirements set at the group or individual level. Learners who have met their requirement don’t appear, so everyone on the list still has credits to earn.
The Deficiency Report supports the same filtering and export options as the Credit Report, making it easy to hand a compliance officer a list of who’s behind. Requirements and rollover dates are configured in Required Credits.
Credit Report Settings
Configure the report’s defaults under Uncanny CEUs > Settings.
Show User Avatars
Optionally displays user avatars in the report. It’s off by default, because loading avatars for large reports can affect performance.
Report Mode
Controls how the report retrieves credit data. Choose the mode that best fits your site’s size:
| Mode | Best for | How it works |
|---|---|---|
| Legacy | Sites with custom code built before v4.1 | The original data-retrieval method, kept for compatibility. |
| Performance (default) | Most sites | Captures credit data as users are updated, reducing the number of queries the report has to run. |
| Ludicrous | Very large sites | Builds a cached copy of credit data hourly via cron and loads it on demand for the fastest reports. |
Default Date Range & Rows Per Page
Set the date range the report loads with, and how many rows appear per page, so the report opens the way your team prefers.
Include Results for Child Groups
When a parent group is selected, this option includes records from its child groups in the report. (Added in v5.0.) It appears only when LearnDash group hierarchies are in use.
User Profiles
Credit totals also appear on each user’s profile page in the WordPress admin, showing both the learner’s total credits and the credits they’ve earned since the rollover date — a quick way to check one person without opening the full report.
Related Articles
- Continuing Education Report — The front-end report for learners and group leaders
- Add, Edit, and Remove Credits — Manage individual credit records
- Required Credits — Set the requirements behind the Deficiency Report
- Set Up the Uncanny Continuing Education Credits Plugin — Configure report defaults and the rollover date
- Continuing Education Shortcodes — Display credit data anywhere on your site