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Certificates (InSight)

Reports listed in the category are typically those used to print completion/participation style certificates.

  • Certificate reports merge with user-defined certificate templates.
  • Certificates are one of the reports most commonly requested for modification to the extent that almost every customer prefers a uniquely designed certificate format for their organization.  Xenegrade will consider additional certificate formats and will build custom certificate formats, but suggests organizations consider purchasing Pro and/or Elite level user access to the InSight designer features and custom design the certificate format to your specifications.  With Pro and/or Elite level access, multiple certificate formats could be created to use for different purposes at no additional cost per report.
  • Print Tip: The user may need to adjust printer settings to print in landscape mode.

Pro/Elite User Notes:

  • Certificate reports are created using the Form Designer tool rather than the column designer tool.
  • It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify certificate report formats.

Basic Certificate A
Displays course section enrollment data in a standard certificate in landscape format with the following display elements.

  • Organization Name: From Organizational Profile.
  • Branch Name: From Branch Profile using the long Branch Name field.
  • Certificate Name: From Certificate Text merge template.
  • Line 1, 2, 3: From Certificate Text merge template.
  • Client Name: From Client profile record.
  • Certificate Name: From Course record using the Certificate Title field.  If blank, the report uses the Course Title field.
  • Date End: From Course Section record modified to display in text format.
  • Credits: From Client Assignment.  Displays both Credit Type and Credit Earned.
  • Signature Lines: Displays two signature lines.  Titles are not user-defined.


Basic Certificate B
Displays course section enrollment data in a standard certificate in landscape format with the following display elements.

  • Organization Name: From Organizational Profile.
  • Branch Name: From Branch Profile using the long Branch Name field.
  • Certificate Name: From Certificate Text merge template.
  • Line 1, 2, 3: From Certificate Text merge template.
  • Client Name: From Client profile record.
  • Certificate Name: From Course record using the Certificate Title field.  If blank, the report uses the Course Title field.
  • Date End: From Course Section record modified to display in text format.
  • Grade: From Client Assignment.  Displays Grade/GPA value.
  • Signature Lines: Displays two signature lines.  Titles are not user-defined.

Basic Certificate C
Displays course section enrollment data in a standard certificate in landscape format with the following display elements.

  • Organization Name: From Organizational Profile.
  • Branch Name: From Branch Profile using the long Branch Name field.
  • Certificate Name: From Certificate Text merge template.
  • Line 1, 2, 3: From Certificate Text merge template.
  • Client Name: From Client profile record.
  • Certificate Name: From Course record using the Certificate Title field.  If blank, the report uses the Course Title field.
  • Date End: From Course Section record modified to display in text format.
  • Credits: From Client Assignment.  Displays both Credit Type and Credit Earned.
  • Grade: From Client Assignment.  Displays Grade/GPA value.
  • Signature Lines: Displays two signature lines.  Titles are not user-defined.


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