[{"data":1,"prerenderedAt":592},["ShallowReactive",2],{"docs-navigation":3,"site-settings":339,"docs-\u002Ffor-organizations\u002Freports-and-exports\u002F":374,"docs-surround-\u002Ffor-organizations\u002Freports-and-exports\u002F":590},[4,32,65,103,124,158,230,263,295,317],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","\u002Fgetting-started","01.getting-started",[9,14,20,26],{"title":10,"path":6,"stem":11,"description":12,"icon":13},"Getting started","01.getting-started\u002Findex","Create your account, set up your pathway, and learn your way around the dashboard.","ph:rocket-launch-duotone",{"title":15,"path":16,"stem":17,"description":18,"icon":19},"Create your account","\u002Fgetting-started\u002Fcreate-your-account","01.getting-started\u002F1.create-your-account","Sign up for Licentio and sign back in, with or without a password.","ph:user-plus-duotone",{"title":21,"path":22,"stem":23,"description":24,"icon":25},"Set up your pathway","\u002Fgetting-started\u002Fset-up-your-pathway","01.getting-started\u002F2.set-up-your-pathway","Tell Licentio your license type, degree date, and registration so it applies the right BBS rules.","ph:signpost-duotone",{"title":27,"path":28,"stem":29,"description":30,"icon":31},"Your dashboard","\u002Fgetting-started\u002Fyour-dashboard","01.getting-started\u002F3.your-dashboard","Take a tour of the Licentio home screen and learn what each card is telling you.","ph:squares-four-duotone",{"title":33,"path":34,"stem":35,"children":36},"Logging Hours","\u002Flogging-hours","02.logging-hours",[37,42,47,53,59],{"title":38,"path":34,"stem":39,"description":40,"icon":41},"Logging your hours","02.logging-hours\u002Findex","Record supervised experience accurately, in the format the BBS expects.","ph:pencil-simple-line-duotone",{"title":43,"path":44,"stem":45,"description":46,"icon":41},"Log your hours","\u002Flogging-hours\u002Flog-your-hours","02.logging-hours\u002F1.log-your-hours","Record supervision sessions a day or a week at a time, with the right supervisor, category, and workplace.",{"title":48,"path":49,"stem":50,"description":51,"icon":52},"Categories","\u002Flogging-hours\u002Fcategories","02.logging-hours\u002F2.categories","Learn what each supervision category means and why choosing the right one matters.","ph:tag-duotone",{"title":54,"path":55,"stem":56,"description":57,"icon":58},"Edit or delete","\u002Flogging-hours\u002Fedit-or-delete","02.logging-hours\u002F3.edit-or-delete","Fix a mistake in a logged event, and understand what changes mean for your record.","ph:pencil-duotone",{"title":60,"path":61,"stem":62,"description":63,"icon":64},"Import existing hours","\u002Flogging-hours\u002Fimport-existing-hours","02.logging-hours\u002F4.import-existing-hours","Bring hours you tracked in another tool into Licentio.","ph:upload-simple-duotone",{"title":66,"path":67,"stem":68,"children":69},"Progress And Compliance","\u002Fprogress-and-compliance","03.progress-and-compliance",[70,75,80,86,92,97],{"title":71,"path":67,"stem":72,"description":73,"icon":74},"Progress","03.progress-and-compliance\u002Findex","See where you stand against your pathway's requirements and fix anything that needs attention.","ph:chart-line-up-duotone",{"title":76,"path":77,"stem":78,"description":79,"icon":74},"Your progress","\u002Fprogress-and-compliance\u002Fyour-progress","03.progress-and-compliance\u002F1.your-progress","Read your totals, your projected completion, and where each category stands.",{"title":81,"path":82,"stem":83,"description":84,"icon":85},"Requirements","\u002Fprogress-and-compliance\u002Frequirements","03.progress-and-compliance\u002F2.requirements","See the official BBS requirements for your pathway, with your progress on every row.","ph:list-checks-duotone",{"title":87,"path":88,"stem":89,"description":90,"icon":91},"Validation","\u002Fprogress-and-compliance\u002Fvalidation","03.progress-and-compliance\u002F3.validation","Check whether your experience is ready for the BBS, and resolve anything that isn't.","ph:shield-check-duotone",{"title":93,"path":94,"stem":95,"description":96,"icon":25},"Your pathway","\u002Fprogress-and-compliance\u002Fyour-pathway","03.progress-and-compliance\u002F4.your-pathway","Review your license type, registrations, 90-day rule dates, and the coursework and exams that go with them.",{"title":98,"path":99,"stem":100,"description":101,"icon":102},"Correct or renew","\u002Fprogress-and-compliance\u002Fchange-your-pathway","03.progress-and-compliance\u002F5.change-your-pathway","Fix a registration detail you entered wrong, or record a renewed or subsequent registration the BBS issued.","ph:arrows-clockwise-duotone",{"title":104,"path":105,"stem":106,"children":107},"Supervision","\u002Fsupervision","04.supervision",[108,113,118],{"title":109,"path":105,"stem":110,"description":111,"icon":112},"Your supervisor","04.supervision\u002Findex","Connect your supervisor, set how approvals work, and keep your hours signed off.","ph:users-three-duotone",{"title":114,"path":115,"stem":116,"description":117,"icon":19},"Add a supervisor","\u002Fsupervision\u002Fadd-a-supervisor","04.supervision\u002F1.add-a-supervisor","Invite your supervisor, complete the BBS Supervision Agreement together in Licentio, and manage the relationship over time.",{"title":119,"path":120,"stem":121,"description":122,"icon":123},"Getting sign-off","\u002Fsupervision\u002Fgetting-hours-signed-off","04.supervision\u002F2.getting-hours-signed-off","See how logged hours move through approval, weekly sign-off, and the final attestation, and what each one is for.","ph:signature-duotone",{"title":125,"path":126,"stem":127,"children":128},"For Supervisors","\u002Ffor-supervisors","05.for-supervisors",[129,134,140,146,152],{"title":130,"path":126,"stem":131,"description":132,"icon":133},"For supervisors","05.for-supervisors\u002Findex","Review and approve your supervisees' hours and keep your supervisor credential current.","ph:user-circle-check-duotone",{"title":135,"path":136,"stem":137,"description":138,"icon":139},"Supervisor dashboard","\u002Ffor-supervisors\u002Fsupervisor-dashboard","05.for-supervisors\u002F1.supervisor-dashboard","See what a supervisor's workspace shows, and how to get set up to review hours.","ph:gauge-duotone",{"title":141,"path":142,"stem":143,"description":144,"icon":145},"Review & approve","\u002Ffor-supervisors\u002Freview-and-approve","05.for-supervisors\u002F2.review-and-approve","Work through your approval queue, set your review cadence, and understand what you're attesting to.","ph:check-square-offset-duotone",{"title":147,"path":148,"stem":149,"description":150,"icon":151},"Weekly sign-off","\u002Ffor-supervisors\u002Fweekly-sign-off","05.for-supervisors\u002F3.weekly-sign-off","Sign the weeks of approved hours your supervisees keep for their BBS records, from your Weekly sign-off page or the reminder email.","ph:calendar-check-duotone",{"title":153,"path":154,"stem":155,"description":156,"icon":157},"Your credential","\u002Ffor-supervisors\u002Fyour-credential","05.for-supervisors\u002F4.your-credential","Record the licenses that authorize you to supervise, and keep them current.","ph:identification-badge-duotone",{"title":159,"path":160,"stem":161,"children":162},"For Organizations","\u002Ffor-organizations","06.for-organizations",[163,168,173,179,185,191,196,202,207,212,218,224],{"title":164,"path":160,"stem":165,"description":166,"icon":167},"For organizations","06.for-organizations\u002Findex","Set up an organization workspace, invite your team, connect supervision, and oversee licensure progress across your associates.","ph:buildings-duotone",{"title":169,"path":170,"stem":171,"description":172,"icon":167},"Create an organization","\u002Ffor-organizations\u002Fcreate-your-organization","06.for-organizations\u002F01.create-your-organization","Start an organization workspace for your clinic, agency, or training program, and begin your 30-day trial.",{"title":174,"path":175,"stem":176,"description":177,"icon":178},"Workspaces","\u002Ffor-organizations\u002Fworkspaces","06.for-organizations\u002F02.workspaces","Understand the Independent workspace and organization workspaces, switch between them, and manage which ones you belong to.","ph:user-switch-duotone",{"title":180,"path":181,"stem":182,"description":183,"icon":184},"Joining an organization","\u002Ffor-organizations\u002Fjoining-an-organization","06.for-organizations\u002F03.joining-an-organization","Accept an organization's invitation, understand what your organization can and cannot see about your hours, and leave when a placement ends.","ph:door-open-duotone",{"title":186,"path":187,"stem":188,"description":189,"icon":190},"Roles","\u002Ffor-organizations\u002Froles","06.for-organizations\u002F04.roles","Learn what each of the seven organization roles can see and do, and where the line on clinical detail sits.","ph:identification-card-duotone",{"title":192,"path":193,"stem":194,"description":195,"icon":19},"Members","\u002Ffor-organizations\u002Fmembers","06.for-organizations\u002F05.members","Invite people to your organization, change roles, remove members, and understand which memberships count as billable seats.",{"title":197,"path":198,"stem":199,"description":200,"icon":201},"Connect supervision","\u002Ffor-organizations\u002Fconnect-supervision","06.for-organizations\u002F06.connect-supervision","Link supervisor and associate pairs to your organization so the hours logged under them appear in your records, and choose the date visibility begins.","ph:link-duotone",{"title":203,"path":204,"stem":205,"description":206,"icon":74},"Team progress","\u002Ffor-organizations\u002Fteam-progress","06.for-organizations\u002F07.team-progress","Read your organization dashboard, act on what needs attention, and see where every associate stands toward licensure.",{"title":208,"path":209,"stem":210,"description":211,"icon":112},"Supervisors & events","\u002Ffor-organizations\u002Fsupervisor-workload","06.for-organizations\u002F08.supervisor-workload","See each supervisor's caseload against the cap, their pending approvals and unsigned weeks, and the ledger of every session your organization can see.",{"title":213,"path":214,"stem":215,"description":216,"icon":217},"Reports and exports","\u002Ffor-organizations\u002Freports-and-exports","06.for-organizations\u002F09.reports-and-exports","Download the team compliance report and export associate progress, supervisor workload, and session records as CSV or JSON.","ph:file-csv-duotone",{"title":219,"path":220,"stem":221,"description":222,"icon":223},"Billing","\u002Ffor-organizations\u002Fbilling","06.for-organizations\u002F10.billing","Understand the organization trial, what a billable seat is, how monthly and annual plans charge for seats, and how to manage or cancel your plan.","ph:credit-card-duotone",{"title":225,"path":226,"stem":227,"description":228,"icon":229},"Settings & audit","\u002Ffor-organizations\u002Fsettings-and-audit","06.for-organizations\u002F11.settings-and-audit","Rename your organization, set the billing contact and default approval workflow, and read the record of membership, billing, and organization changes.","ph:gear-six-duotone",{"title":231,"path":232,"stem":233,"children":234},"Reports And Export","\u002Freports-and-export","07.reports-and-export",[235,240,246,252,257],{"title":236,"path":232,"stem":237,"description":238,"icon":239},"Reports and export","07.reports-and-export\u002Findex","Generate the Experience Verification you submit to the BBS, the hours logs that back it up, a progress report, and a raw export of your data.","ph:file-text-duotone",{"title":241,"path":242,"stem":243,"description":244,"icon":245},"Progress report","\u002Freports-and-export\u002Fprogress-report","07.reports-and-export\u002F1.progress-report","Generate a working snapshot of your totals, categories, and projected completion.","ph:chart-donut-duotone",{"title":247,"path":248,"stem":249,"description":250,"icon":251},"Experience Verification","\u002Freports-and-export\u002Fexperience-verification","07.reports-and-export\u002F2.experience-verification","Fill the official BBS Experience Verification with your approved hours and send it to your supervisor to sign electronically.","ph:seal-check-duotone",{"title":253,"path":254,"stem":255,"description":256,"icon":239},"Hours logs","\u002Freports-and-export\u002Fhours-logs","07.reports-and-export\u002F3.hours-logs","Download your Detailed Hours Log and Weekly Log, the records that back up your Experience Verification.",{"title":258,"path":259,"stem":260,"description":261,"icon":262},"Export your data","\u002Freports-and-export\u002Fexport-your-data","07.reports-and-export\u002F4.export-your-data","Download your event log as CSV or JSON, filtered however you like.","ph:download-simple-duotone",{"title":264,"path":265,"stem":266,"children":267},"Account And Billing","\u002Faccount-and-billing","08.account-and-billing",[268,272,278,284,290],{"title":269,"path":265,"stem":270,"description":271,"icon":229},"Account and billing","08.account-and-billing\u002Findex","Manage your profile, sign-in, notifications, and your Licentio subscription.",{"title":273,"path":274,"stem":275,"description":276,"icon":277},"Your profile","\u002Faccount-and-billing\u002Fyour-profile","08.account-and-billing\u002F1.your-profile","Update your display name, review your licensure setup, and find your archived record.","ph:user-circle-duotone",{"title":279,"path":280,"stem":281,"description":282,"icon":283},"Sign-in and security","\u002Faccount-and-billing\u002Fsign-in-and-security","08.account-and-billing\u002F2.sign-in-and-security","Manage your password, linked sign-in methods, and where you're signed in.","ph:lock-key-duotone",{"title":285,"path":286,"stem":287,"description":288,"icon":289},"Notifications","\u002Faccount-and-billing\u002Fnotifications-and-privacy","08.account-and-billing\u002F3.notifications-and-privacy","Choose which emails you receive, and export or delete your data.","ph:sliders-duotone",{"title":291,"path":292,"stem":293,"description":294,"icon":223},"Trial & subscription","\u002Faccount-and-billing\u002Ftrial-and-subscription","08.account-and-billing\u002F4.trial-and-subscription","Understand how the free trial works, add a payment method, and manage or cancel billing.",{"title":296,"path":297,"stem":298,"children":299},"Emails And Notifications","\u002Femails-and-notifications","09.emails-and-notifications",[300,305,311],{"title":301,"path":297,"stem":302,"description":303,"icon":304},"Emails","09.emails-and-notifications\u002Findex","Understand every message Licentio sends, why you got it, and what the links inside do.","ph:envelope-simple-duotone",{"title":306,"path":307,"stem":308,"description":309,"icon":310},"Emails you'll receive","\u002Femails-and-notifications\u002Femails-you-receive","09.emails-and-notifications\u002F1.emails-you-receive","See every transactional email Licentio sends, grouped by what it's about.","ph:envelope-simple-open-duotone",{"title":312,"path":313,"stem":314,"description":315,"icon":316},"Approve from email","\u002Femails-and-notifications\u002Femail-actions","09.emails-and-notifications\u002F2.email-actions","See how the secure action links in supervisor emails work.","ph:cursor-click-duotone",{"title":318,"path":319,"stem":320,"children":321},"Help","\u002Fhelp","10.help",[322,327,333],{"title":323,"path":319,"stem":324,"description":325,"icon":326},"Help and FAQ","10.help\u002Findex","Find common problems, quick fixes, and answers to the questions associates ask most.","ph:lifebuoy-duotone",{"title":328,"path":329,"stem":330,"description":331,"icon":332},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","10.help\u002F1.troubleshooting","Fix common problems, from sign-in trouble to hours that won't count.","ph:wrench-duotone",{"title":334,"path":335,"stem":336,"description":337,"icon":338},"FAQ","\u002Fhelp\u002Ffaq","10.help\u002F2.faq","Get straight answers about how Licentio handles BBS rules, your data, and your account.","ph:question-duotone",{"id":340,"extension":341,"footer":342,"header":365,"meta":371,"stem":372,"__hash__":373},"settings\u002Fsettings\u002Fsite.yml","yml",{"copyright":343,"links":348,"social":352},{"holder":344,"rights":347},{"label":345,"href":346},"Kaweah Tech","https:\u002F\u002Fkaweah.tech","All rights reserved.",[349],{"label":350,"href":351},"Website","https:\u002F\u002Flicent.io",[353,357,361],{"ariaLabel":354,"href":355,"icon":356},"Kaweah Tech on LinkedIn","https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Fkaweah-tech","ph:linkedin-logo-duotone",{"ariaLabel":358,"href":359,"icon":360},"Licentio on Instagram","https:\u002F\u002Fwww.instagram.com\u002Flicentio.app\u002F","ph:instagram-logo-duotone",{"ariaLabel":362,"href":363,"icon":364},"Licentio on Facebook","https:\u002F\u002Fwww.facebook.com\u002Flicentioapp\u002F","ph:facebook-logo-duotone",{"logoAlt":366,"cta":367,"links":370},"Licentio",{"label":368,"to":369},"Open App","https:\u002F\u002Fapp.licent.io",[],{},"settings\u002Fsite","F0oj4FrPv8pf3nEkyewaF3rf6LkEMtZ58_Ogqa5Jb28",{"id":375,"title":213,"body":376,"description":216,"extension":585,"icon":217,"meta":586,"navigation":587,"path":214,"seo":588,"stem":215,"__hash__":589},"docs\u002F06.for-organizations\u002F09.reports-and-exports.md",{"type":377,"value":378,"toc":576},"minimark",[379,387,392,406,410,413,493,500,503,507,520,540,543,552,561,567],[380,381,382,386],"p",{},[383,384,385],"strong",{},"Reports"," turns what your dashboard shows into documents: a printable team\ncompliance report for an auditor, and CSV or JSON exports for a spreadsheet.\nOpen it from the organization sidebar. Directors, Managers, and Auditors see\nthe team sections; associates who open the page see their own board documents\ninstead.",[388,389,391],"h2",{"id":390},"team-summary","Team summary",[380,393,394,395,397,398,401,402,405],{},"The top of the page repeats ",[383,396,203],{}," exactly as the dashboard shows it,\nfollowed by ",[383,399,400],{},"Supervisor utilization",": active supervisors (and how many are\nover the cap), approvals pending (and how many have waited over 14 days), and\nunsigned weeks, with a link to ",[383,403,404],{},"See the full workload",".",[388,407,409],{"id":408},"download","Download",[380,411,412],{},"Every download is recorded in your audit trail, so you can always show what left\nand when. Four downloads are available:",[414,415,416,431],"table",{},[417,418,419],"thead",{},[420,421,422,425,428],"tr",{},[423,424,409],"th",{},[423,426,427],{},"What's in it",[423,429,430],{},"Formats",[432,433,434,448,461,473],"tbody",{},[420,435,436,442,445],{},[437,438,439],"td",{},[383,440,441],{},"Team compliance report",[437,443,444],{},"A printable summary of team progress, pace, and supervisor utilization. The document to hand to an auditor.",[437,446,447],{},"PDF",[420,449,450,455,458],{},[437,451,452],{},[383,453,454],{},"Associate progress",[437,456,457],{},"One row per associate and pathway: hours, pace, projected completion, readiness, last activity, connected supervisors, membership status. Former members appear within their membership window.",[437,459,460],{},"CSV, JSON",[420,462,463,468,471],{},[437,464,465],{},[383,466,467],{},"Supervisor workload",[437,469,470],{},"One row per supervisor: caseload against the cap, pending approvals, unsigned weeks.",[437,472,460],{},[420,474,475,480,491],{},[437,476,477],{},[383,478,479],{},"Session records",[437,481,482,483,486,487,490],{},"The itemized log of sessions your organization can see, with associate, supervisor, category, and duration. Set ",[383,484,485],{},"From"," and ",[383,488,489],{},"Through"," to scope the range. Directors and Managers only.",[437,492,460],{},[380,494,495,496,499],{},"Session exports cover the 8,000 most recent sessions in your range. If yours is\nlonger, the file name says ",[383,497,498],{},"partial","; narrow the dates to get the rest.",[380,501,502],{},"The page states its own rule, and it's the one to remember: exports carry only\nwhat your role lets you see. Session records stop at your organization's window\nand never run past the day a member left. Progress figures are each associate's\nown totals toward licensure, so they include hours earned before they joined you\nor alongside other work.",[388,504,506],{"id":505},"gotchas","Gotchas",[508,509,510],"warning",{},[380,511,512,515,516,405],{},[383,513,514],{},"These are organization documents, not board submissions."," An associate's\napplication to the BBS uses their own Experience Verification, generated from\ntheir own Reports page and backed by their hours logs. Nothing here substitutes\nfor that. See ",[517,518,247],"a",{"href":519},"\u002Freports-and-export\u002Fexperience-verification\u002F",[521,522,523,530],"ul",{},[524,525,526,529],"li",{},[383,527,528],{},"Session records exclude notes."," The export is the same disclosure as the\nEvents page, with a longer half-life. Handle the file accordingly.",[524,531,532,535,536,539],{},[383,533,534],{},"Every download leaves a trace."," Auditors and Directors can see ",[383,537,538],{},"Team data\nwas exported"," in the audit trail. That's a feature, and it's worth knowing\nbefore you export casually.",[388,541,334],{"id":542},"faq",[380,544,545,548,549,551],{},[383,546,547],{},"Which file do I give an auditor?","\nThe ",[383,550,441],{}," PDF. It's built for exactly that.",[380,553,554,557,558,405],{},[383,555,556],{},"Why doesn't the sessions export match an associate's progress?","\nSessions are limited to your visibility window; progress is the associate's\nwhole record. See ",[517,559,203],{"href":560},"\u002Ffor-organizations\u002Fteam-progress\u002F",[380,562,563,566],{},[383,564,565],{},"Can an Auditor export session records?","\nNo. Auditors export progress and workload; session records need session-level\nvisibility, which Auditors don't hold.",[380,568,569,572,575],{},[383,570,571],{},"I'm an associate. What do I see on this page?",[383,573,574],{},"Your own records",": your own board documents, the Experience Verification,\nprogress report, and hours logs, exactly as on the Reports page in the\nIndependent workspace.",{"title":577,"searchDepth":578,"depth":578,"links":579},"",3,[580,582,583,584],{"id":390,"depth":581,"text":391},2,{"id":408,"depth":581,"text":409},{"id":505,"depth":581,"text":506},{"id":542,"depth":581,"text":334},"md",{},true,{"title":213,"description":216},"lrzcwkoHRugpjjJb_TSf2eaCmjPC585DvA88GyNudjA",[591,591],null,1787252054524]