Who this is for
User looking to track their professional development progress.
Admins managing their own individual tracker profile.
What you will accomplish
You will be able to filter your tracked credits timeline, isolate platform activities from external hours, review export options, and successfully submit newly completed external learning hours.
Step-by-Step Instructions
1. Filter and View Your Total CPE Credits
Navigate to your Tracker dashboard page.
Click the date filter dropdown at the top-left of the page (e.g., January 1, 2026 – June 11, 2026).
Select a timeline preset from the menu options: YTD, Last 7 days, Last 30 days, Last year, or All time.
Click Apply. Your total count on the Total CPE Credits badge will instantly recalculate.
2. Isolate Records by Completion Source
Locate the source filter pills above your main certificate table view.
Click All to view your complete record list.
Click LumiQ to display only platform-native courses.
Click External to show only self-reported learning activities.
3. Review Export Selections
Click the Export dropdown button next to the add action button.
View your download options:
Data Export (CSV): Downloads a clean spreadsheet layout of your current overview metrics.
Export Certificates (PDF): Packages your uploaded completion documents into a compressed ZIP file.
4. Record an External Certificate
Click the + Add External Certificate button to launch the entry window.
Enter your program information into the designated text line under Course/Seminar Title *.
Input the value earned in the CPE Credits * window.
Click the Field of Study * selection block and choose your alignment category (e.g., Auditing (Governmental)).
If applicable, click the State dropdown menu and select the state of where you earned CPE credits in.
Verify or modify the completion calendar field labeled Date *.
Open the Delivery Method * selection tool and define the presentation style (e.g., Group-Live).
Use the Provider * picker tool to identify the event host group (e.g., AICPA).
Add summary details inside the text box labeled Course Description.
Click the Upload file (optional) button if you need to attach physical confirmation documentation (Max file size 10MB).
Click Submit.
What Happens Next
Once your entry form details upload, the dashboard ledger records the event line item under your history. Your summary ledger card counter increments immediately by the corresponding credit point value.
Troubleshooting
My external course hours do not show on my total score balance card. Verify your date parameters at the top menu bar. If your uploaded document date rests outside the set window filter settings, the platform leaves it out of view. Switch your dashboard window selector to All time to find the row entry.
I can't see the specific Field of Study I need for my state reporting. Scroll completely through the Field of Study * dropdown menu option list. The entries display alphabetically to help you locate specific state-approved classifications.
Common Questions
Are document attachments mandatory when logging an external credit hour? No. Document uploads remain optional. However, attaching a copy is highly recommended to protect your records during audit cycles.
Can I differentiate between platform-native credits and external ones? Yes. Use the LumiQ and External toggle buttons right above the document table view to sort your history lines instantly.
Learn more about your CPE compliance here