How to use filtering to customize a course report

Modified on Tue, 7 Jan at 11:15 AM

The Learning Management System (LMS) has many filters to help you find the courses and groups of learners you are looking for. The filter locations are shown below.

TABLE OF CONTENTS

Filter bar

Segments (if configured)

Compliance progress bar

Tab bar

Search bar

Profile fields with keywords

Date range

Column headings bar

Action bar

Filter bar

Segments (if configured)

Find All segments on the Filter bar.
Click the arrow to show the list of segments.
Select a segment from the list to apply your filter.

Courses

Find All courses on the Filter bar.
Click the arrow to show the list of courses.
Select a course from the list to apply your filter.

Compliance progress bar

Move the mouse pointer to the different sections of the Compliance progress bar to show the enrolment stage and the percentage value.
Click the different sections of the Compliance progress bar to show the Course reports page with the filters applied.

Tab bar

Click a Tab to show courses and learners in that group. A Status button can also be selected to further refine your filter.

Search bar

Profile fields with keywords

On the Search bar, find Name or email address.
Click the arrow to show the list of profile fields and custom profile fields.
Select a field from the list.
In the box labelled with keyword(s) enter your search text to apply your filter.

Note You can use the * wildcard character to match any number of characters. For example, typing "P*" in the First name field will show all learners with a first name starting with P or p.

Date range

On the Search bar, find Date.
Click the arrow to show the options.
Choose to select a date range from the list or create your own date range by typing dates into the Start and End boxes.

Column headings bar

Click a column heading to sort into alphabetical/numerical order to refine your search.

Note To show or hide extra profile fields, click the ellipsis icon (...) in the column headings.

To clear all filters click the Clear filter button on the right of the Action bar.

Action bar

Once you applied filters, Clear filter button on the right of the Action bar.
Once you select one or more users from the list, the Action button will appear. Clicking on it opens a menu with various action options.