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