Excel Reporting Instructions for the CE Provider Portal

This page guides you through preparing and uploading your participant data using the Excel template. To ensure your file uploads successfully, keep these three rules in mind before you begin:

Never alter the template column headings so the system can read your file.
Keep the ASHA ID column strictly limited to numbers, no symbols (or leave it completely blank).
Allow 24 hours for your submitted reporting to process and transmit to ASHA CE.

Collecting Data

Listed below is the information needed from the participant which will be used by the CE Registry to accurately post credit to their ASHA account. Follow this list to ensure you have all the information:

ASHA ID — Enter numbers only (no symbols). Leave blank if unavailable.
Last Name
First Name
Address1 — Omit the space between “Address” and the number in the column heading
Address2 — Use if applicable.
Address3 — Use if applicable.
City
State
Zip Code
Country
Email
ASHA CEUs — Enter full or partial credit, as appropriate.
Course and Offering ID

Entering Data

Once you have collected all the necessary data from the participant, your next step is to enter their information into the Excel format. Use this Excel template [XLS] to report, and the ASHA CE Excel Reporting Checklist [PDF] to ensure all the information required to process the reporting is included and in the correct format. You can also find the template in the Submit Offering Reporting section of the CE Provider Portal.

Manual entry of the data is an option, but we recommend requiring the participant to enter their information into a registration system when completing the course as part of a sign in/out process.The data the participant provides can then be exported to Excel and formatted as required.

Additionally, create your own file naming system for all Excel reporting. We suggest your file name consist of your provider code, course ID, and offering ID for quick reference.

Excel Sample File for Submission

Preview the full 13-column layout in a new tab by selecting the image below.

Keep in mind, the number of ASHA CEUs in column L is required for successful submission. All columns, A through K and column M should be filled out to the best of your ability, as shown above.

If the participant does not have an ASHA account number (ASHA ID) the CE Registry will use columns B through K to either locate an existing account or create one. (Remember to leave the ASHA ID column completely blank if no ID is available).

Once the information is entered into the file, double check it against your own course completion records. If everything looks accurate, save the file to your computer.

Submitting the Excel File

Tip: Review your file headings and participant IDs one final time against the rules at the top of this page before uploading. Note that processing takes 24 hours.

Log into your ASHA account on ASHA.org and select My Account at the top right of the main website landing page.
Locate the CE Provider Management subheading. Under that you will see the CE Provider Portal link. Once you select that you will see the links that take you to your dashboard, registration and cancellation system, reporting and rosters system, and custom reports.
Select the Reporting and Rosters link. You should be on the Submit Offering Reporting tab.
Search for the course offering you need to report on by entering the course ID, offering ID, offering start and end date, and/or the course title. You can also find a list of course offerings open for reporting by scrolling down the page..
Once you locate the correct course offering, you can choose between the following actions:

-  If you need to request a change to the offering information (the offering number, end date, and/or partial credit status) because it differs in your database, select the Request Changes and Report action. Once you make the necessary changes, fill in the Total Number of Participants field, which should reflect how many participants are included in the Excel file. Once that field is filled in, you are prompted to upload your Excel file for that course. Double-check all the information in the file and select Submit to ASHA CE. ASHA CE staff will review the requested change and will reach out if additional information is needed.*
- If the course offering does not require changes, select Report. Fill in the Total Number of Participants field, which should reflect how many participants are included in the Excel file. Once you enter that number (as long as the number isn't “0”), you’ll be prompted to upload the Excel file for that course. Double-check all the information entered and select Submit to ASHA CE.
- If no participants requested ASHA CEUs, you may report on the course by the 45-day reporting deadline. In this case, enter “0” in the Total Number of Participants field. You will not be prompted to upload an Excel file—just select Submit to ASHA CE. Any offering that is not reported on by 30-days after the due date will automatically be updated to Reported with Zero Participants and closed out accordingly.