Certificate Data Export Guide

How to export and read iECHO certificate data - for a single session, or across an entire participant group.

Recommended timing

If a session has recently concluded, wait 24 hours before downloading the report to ensure all participation data is reconciled and accurate.

Two export(reports) types:

Both exports use the same fields. The only real difference is scope - which certificates get included.

  1. Session-level export

Certificates issued for one specific session within a participant group.

  1. Group-level export (All Data)

Certificates issued across the entire participant group - every session, plus any certificate issued at the end of the group.

How to access these reports?

  1. From your iECHO Homepage, open the left panel and select the second icon to view All Programs.
  2. Select the Program and Participant Group for which you want the certificate data.
  3. Go to Reports.
  4. From the Session's dropdown:
  • For a single session, choose that specific session from the list.
  • For all sessions in the group, choose the first option - Participant Group Name (All Data).
  1. Select Certificate.
  2. Click Download Report.

Field reference

The fields are the same for both export types, only how many rows you get (one session's worth vs. the whole group's) differs.

FieldDescription
Full NameFull name of the person registered in the Participant group.
Email/PhoneEmail address or phone number which is primary during iECHO registration by the person.
Issued forParticipant Group.
Session Topic/Participant Group NameIf the certificate was issued for a particular session, the session topic is shown; otherwise, the participant group name is shown for certificates issued at the end.
Start DateParticipant group start date.
Issued AtCertificate issue date.
Certificate HeadingDepends on the type of certificate as applicable — e.g. Participation, Completion.
SubheadingSub-details on the certificate — e.g. "This certificate is presented to."
Certificate URLLink to the participant's certificate.
Certificate TemplateDesign template used for the certificate — e.g. Classic, Modern.