Filter and Export Options in Assignment Summary of a Specific User

Use the Filters and Export options to refine and download the Assignment Summary report for a specific user.

Filters

The AND/OR Filters help refine the report based on multiple criteria. You can apply filters to fields such as City, Country, Enrolled, Submitted On, Reporting Manager, and other available options.

Apply Filters

1. Select Filters in the Assignment Summary report for the specific user.
2. Select the required fields from the AND/OR dropdown.
3. Enter or select the required filter values.
4. Select Apply to display the filtered results.

AND Filter

The AND filter displays records that meet all selected conditions.

Example:

City = New York AND Country = USA AND Enrolled = Yes

The report displays only users who are enrolled, located in New York, and associated with the USA.

OR Filter

The OR filter displays records that meet at least one of the selected conditions.

Example:

Enrolled = Yes OR Submitted On = March 10, 2025

The report displays users who are either enrolled or submitted their assignment on March 10, 2025, including users who meet both conditions.

Combine AND and OR Filters

You can combine AND and OR conditions to refine the results further.

Example:

Country = USA OR Country = Canada AND Submitted On = March 10, 2025

The report displays users from USA or Canada who submitted their assignment on March 10, 2025.

Tip: Use multiple filter conditions to narrow the report results based on the required criteria.

Export

You can export the Assignment Summary report for a specific user in .XLSX format.

Export a Report

1. Select Export in the Assignment Summary report.
2. In the Download Reports window, select Download New Report.
3. Enter a file name for the report.
4. If required, select Include Suspended Users.
5. Select Download.

The generated report appears in the list of available reports.

6. Select the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

To delete a downloaded report:

1. Select the Bin icon for the report.
2. In the confirmation window, select Yes.
3. A success message confirms that the report has been deleted.

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