To follow these instructions, you will need to be on the 'Manage' page - this is where we can do most things needing to be done to manage the delivery of learning for a single piece of content.

This article will specifically run through how to export a report using the Manage screens. The benefit of exporting a report from this screen is assigned date can be exported here, which is not available elsewhere.

Once you have navigated to Manage, you will find an Export button on any of the screens in the top right corner. This means if you want a quick report on 'Not started' learning for example, follow the below steps:

1. Navigate to the left menu and choose the learning 'status' (All learners, Assigned, Overdue etc.)
2. Filter the report if required by selecting +Add filter or Group
3. Select the Export button
4. Once you confirm and select Export a second time, the export processes and is sent to your email address (the email you are signed in with).

The export will take into account any filters you have set up on the report. For example, if I apply a filter for 'Due Date' for only last year, only learning records that fall into this category will be exported. The export pop up will tell you what records will be exported to CSV file.

This video will take you through how to navigate to the different Manage report screens and how to filter your report for records within a specific time frame: Assigned Date, Start Date, Completion Date and Due Date.

You can also filter by Group, so if you had assigned the learning from a specific group, you can filter out learning assigned through other means.

Filtered report examples

Filter button



Group button