CEUHelper is officially shutting down (sunsetting) on October 31, 2024. 


As an organizational admin and ACE Provider with the BACB, you will be responsible maintaining records for 5 years.  Please follow the directions below to maintain in compliance: 

  1. Bulk download all certificates in the last 5 years
  2. Download reports that keep attendance records


As always if you have any issues or need support, we will be available for assistance until November 30, 2024.  Please submit a support ticket on our website or email us at support@ceuhelper.com. 


Stay awesome,


CEUHelper Support Team

 

Logging in as an ADMIN


You can easily switch between your personal view and admin view. 


1. Click on the gear in the upper right corner

2. From the drop down, click on "Admin Page"

3. To return to your user account, click on "User Page"



BULK Certificate Downloads


REPORTS

Who can run reports

Organizational Administrators 

CEUHelper Support Team and Tech Team


What reports/data can be downloaded

CEUHelper online (e.g., web app only) offers several options for organizations to download their data/records or to create reports on CE events. 


NOTE: Organizations that are ACE Providers for the BACB will want to download the reports in bold and marked with the asterisk * ACE Providers must maintain records for 5 years.  Follow the guidelines from the BACB regarding which data needs to be maintained.  



Here is a list of some of the reporting options available:

  • Advanced Reporting*

  • Download CEU CSV*

  • Download BACB Renewal Form Data

  • View all invalid scans

  • Email events report (no time checks)

How to download reports


Login as an admin on the website (e.g., make sure you are on the admin page)

  1. Click on Conferences 

  2. Select from the drop down menu the correct organization name 

  3. Find the conference/event you want to download data for

  4. Click on Attendees

  5. Click on Download/Reporting


Description & Use Cases of Reports

Below is a description of each type of report available for download and possible use cases.


Advanced Reporting*

Choose options below to customize your report. Use the "Preview" button to see the results. You can use "Export" to send yourself an Excel file of the results. 

  1. Select the certificate type (required)

  2. Select the certificate status (e.g., any status, processed, rejected, submitted)

  3. You can only use the "Certificate processed date" option if the "Certificate Status" is set to processed

  4. Toggle on or off the following: 1) Show valid events, 2) Show event ratings

  5. You can click “Preview” to see what the download will look like or proceed directly to click “Download Excel File” (if you click “Download…” the excel file will be emailed to you. 

Preview of “Advanced Reporting” 

Sample Email for Advanced Reporting (after clicking “Download”

Sample CSV for Advanced Reporting

Download CEU CSV*

  1. After clicking on “Reporting/Downloads”

  2. Select “Download CEU CSV” 

  3. When the popup appears, type in the name you would like the file to be named, select the destination or where you want the file downloaded, and click “save”.




Preview of CEU CSV File

BACB Renewal Form 

Some data is estimated on this form including:

  • Instructor Qualification - set to default of "1" indicating instructor is a BCBA or BCBA-D in good standing.

  • Event Level - set to default value of "advanced BCBA"

  • # of Participants Awarded CE - only includes participants who used CEUHelper (users, temp users, and manual certificates)




Sample Email for BACB Renewal Form Data

Sample BACB Renewal Form CSV File for Conference

Preview of Invalid Events

Note: There is not a download feature for this scan.  However, you can use CTRL+P and print as a PDF. 

Short Events Report

This report is best when the organization turns off timechecks.  It will show all attendees that checkin/checkout and were given valid CEUs. 

Sample Email with Short Events Report


ACE Providers

Through CEUHelper’s Reporting/Downloading feature, you can retrieve the following required information to satisfy part of the BACB’s requirements: 

  • copies of attendance records (e.g., Advanced Reporting, CEU CSV, Short Events Report)

  • copy of certificates awarded to attendees (e.g., CEU CSV contains info regarding each attendees certificates) 




NOTE: CEUHelper will offer a zipped file of all attendee’s certificate PDFs (coming soon). 

These records must be maintained for a period of 5 years from the date of the event. ACE Providers must make these records available to the BACB upon request.