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How to use Filters in a Report and Save for Later
This guide provides step-by-step instructions on how to:
For guidance on how to access the reporting screens in CompliLearn please visit this guide.
To Filter a Report
1. Navigate to the report you wish to filter. For instructions on how to access the various reporting screens on CompliLearn please visit this guide.
2. Click the Filter button
Be aware: unless you require your report to include Inactive/Blocked users, always set the first filter to include User Status = Active
3. Click the + button to add a filter field.
4. Click the Downward Facing Arrow which will reveal a dropdown menu with all the features available for filtering (e.g. type will allow you to show specific learning types such as courses only and status will let you select the status you're interested in viewing, such as only assigned or not started records).
5. Select a filter from the options provided in this dropdown menu
5. Repeat steps 3, 4 and 5 each time you wish to add an additional filter.
6. Once you are satisfied with your filtering, click the Filter button
To Save a Filter
You may then save a filter for future reference. This is particularly useful if you have a specific course you wish to review regularly for user status updates.
1. Click the Save As button
2. Give the filter a name in the space provided beneath Title
3. Click the Downward Facing Arrow in the Visibility section.
4. Select an option from the dropdown menu to determine who will be able to access this report. You can select from the following options:
- Only me
- All portal admins - share with Content administrators
- All portal users - share with Managers as well as Content administrators
5. Switch the slider to Yes or No
Yes = These filters will be applied automatically each time you visit this reporting screen
No = These filters will not be applied automatically each time you visit this reporting screen
This saved report will now be accessible again, by selecting the white button in the top row of saved reports. Always start a new report from the 'Enrolment management' button.
A note on learning items
CompliLearn uses "granular" reporting. This means each learning item that comprises a course will be listed in the report, so you will see exactly where the learner is up to, to the level of detail of which learning items they have completed. To see the overall status of the learning, you may wish to use the below filters:
- Parent = not exists - If we see a learning item as a "Child" (link or document within a course) and the course as the "Parent", this will limit the report outcome to only the Parent. This is useful when you have a number of standalone learning resources, but they are all different "types". A standalone learning item does not have a parent, but a learning item within a course has a parent.
- Type = select exactly the type of items you want to report on. This is useful when you only want to report very specifically on Courses, Awards and standalone Interactives, for example.