Filter and Export Options for a Particular Course in Catalog Summary

The Catalog Summary provides AND/OR filter and Export options to refine and download learner details for a particular catalog course.

Filters

The AND/OR Filters allow you to refine search results based on multiple criteria. Filters can be applied to Assigned On, Completed, City, Country, Group, Role, Job Role, and other available options.

Apply Filters

1. Click Filters to open the filter options.
2. Select the required fields from the AND/OR dropdown.
3. Apply the filters based on the required criteria.
   • AND Filter: Displays results that meet all selected conditions.
     Example:
     If you select City = New York AND Job Role = Manager, the results display only managers located in New York.
   • OR Filter: Displays results that meet at least one of the selected conditions.
     Example:
     If you select Country = USA OR Country = Canada, the results include users from either the USA or Canada.
   • AND and OR Filters: You can combine AND and OR conditions to further refine the search.
     Example:
     If you select (Role = Instructor OR Role = Trainer) AND Completed = Yes, the results display users who are either instructors or trainers and have completed the course.
4. Click Apply to display the filtered results.

Export

The Export option allows you to download the Catalog Summary Report for a particular catalog course.

Export the Report

1. Click Export.
2. In the Download Reports pop-up, click Download New Report.
3. Enter a File Name for the report.
4. If required, select Include Suspended Users to include suspended users in the report.
5. Click Download.
6. The newly generated report appears in the list of reports. Click the Export icon to download the report.
7. The report is downloaded in .XLSX format.

Delete a Report

1. To delete a report, click the Bin icon.
2. In the Please take a moment... confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted successfully.

Return to Reports or Return to Catalog Summary Reports