Filtering and Exporting Reports

Filtering Your Reports

Most reports include filters that help you narrow results to the specific data you need. Available filters vary by report and are based on the information the report contains.

Filter	Description
Active Status	Shows whether a user is active or deactivated
Author	Limits results to content created by a specific author.
Category	Displays items within selected categories
Certificate Status	Indicates whether the learner has earned a certificate
Completion Status	Filters by Registered, In Process, or Completed.
Country	Limits results to users in a selected country.
Coupon	Filters results associated with a specific coupon.
Course	Displays data for a selected course.
Email	Searches by user email address.
Expiration Date	Filters records by expiration timeframe.
Identification Number	Searches by a user’s ID number.
Instructor	Limits results to a specific instructor.
Learning Path	Displays data for a selected learning path.
Manager	Filters users assigned to a specific manager
Material	Limits results to a specific material.
Name	Searches by the user's first and last name.
Organization	Filters users within a selected organization.
Program	Displays data for a selected program.
Role	Filters users by assigned role.
State	Limits results to a selected state.
Subscription	Filters by a specific subscription.
Title	Searches by content or user title.
User	Searches for a specific learner.
User Group	Filters by selected user groups.
User Name	Searches by username.

Using check boxes, you can choose to filter by multiple items at the same time. Chose the options to filter by and select Go.

As two filter options were selected two drop down menus appear, select the options you wish to filter and select Apply.

Your report will then filter according to these results. To remove the filters at any time please select Remove Filters.

Date filters are available in most reports with the option to filter within specific dates or date ranges.

If you select Dynamic Date Range, you will see the options to view the report from and to change from specific dates to Date Ranges.

Bookmarking Your Reports

If this is a report you plan to use regularly you could bookmark this report, saving all the filters you have added using Create New Bookmark on the right of the page.

You will be asked to give your new bookmark a name and it then will appear under the original report you created your bookmark from.

Underneath Create New Bookmark is Manage Bookmarks. Selecting this link will allow you to delete, edit, or run your report at any time.

You may also export it from your site as PDF or Excel using Manage Bookmarks.

If you return to your report list you will see this new bookmark available on this page. Clicking the link will present you with options to run, export, edit, or delete the report.

Exporting your Reports

Icons on the right of reports allow you to export reports. This includes by email, PDF, Excel, and CSV.

Alternatively, you can schedule your export to receive the report automatically at your preferred time, with delivery options that include FTP.

Admins, managers, and instructors may schedule reports based on their views/permissions. If FTP is selected the report will be sent to the FTP site listed in Upload Materials in your site.

We suggest the link option for delivery and schedule a time overnight to run reports when there is less traffic on your network.

From the reporting panel you can see all scheduled reports on your site.

You can modify the schedule from here, but if you need to modify the report you need to create the report version you want and then schedule this new version of your report.