New Mexico's Online Renewal System Requires CPAs to report each CPE program completion individually
LCvista offers a solution to line-by-line reporting by recommending use of a saved custom report which contains all of the required information necessary to copy/paste into the NM online Form.
The example attached titled “LCvista New Mexico Renewal CPE Report” includes the following Columns:
- Employee ID
- Person last name
- Person first name
- Username
- Program Id
- Session Id
- Program name
- Completion date
- Jurisdiction Total Credit
- Technical Subjects
- Technical Ethics
- Nontechnical Ethics
- Session Record Fields of Study
- Sponsor
- NASBA ID
- Delivery method
The following Filters should be used:
- Employee ID
- Session completion date
Tip: swap out the date range and user ID filter for use in reporting for multiple individuals or periods.