Reports

Type, Filter, and Export Options in Classroom Summary

Learn how to use date filters, type filters, advanced filters, and export options in the Classroom Summary Report.

The Classroom Summary provides several options to filter and export classroom data. Admins can use these options to view the required information and generate reports.

The available options are:

  • Date Filter
  • Type Filter
  • Filters
  • Export

Date Filter

The Date Filter allows admins to view classroom data for a specific time period.

To access the date filter, select the current date range, such as Last 31 Days.

The available options are:

OptionDescription
AllDisplays data for the entire available period without date restrictions.
TodayDisplays data for the current day.
Last 31 DaysDisplays data from the previous 31 days. This is the default option.
This YearDisplays data from January 1 of the current year through the present date.
CustomAllows you to specify a custom start date and end date.

After selecting the required date range, click Apply to update the report.

Type Filter

The Type Filter allows admins to select different levels of detail for the Classroom Summary.

Select the required option from the Select Type dropdown.

The available types are:

TypeDescription
GeneralDisplays a high-level summary of classroom attendance and engagement, including learners enrolled, attended, and not attended. This is the default option.
OverallDisplays aggregated engagement information, including total time spent and session completion percentage.
DetailedProvides attendance, time-spent, and engagement details for individual sessions, series, or events.
ParticipantDisplays individual learner information, including attendance, time spent, and completion rates.

View Classroom Summary Types →

Filters

The Filters option allows admins to refine classroom data using multiple criteria.

The AND/OR filters can be applied to fields such as Unique Code, Status, Date, and Category.

Apply Filters

  1. Click Filters.
  2. Select the required fields and conditions.
  3. Choose AND or OR based on how you want to combine the conditions.
  4. Click Apply to view the filtered results.

AND Filter

The AND filter displays records that meet all selected conditions.

Example:

If you apply:

Status = Published AND Category = Leadership

Only classrooms that are both Published and categorized under Leadership are displayed.

OR Filter

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

Example:

If you apply:

Status = Published OR Category = Leadership

The results include classrooms that are Published, classrooms categorized under Leadership, or both.

Combine AND and OR Filters

You can combine AND and OR conditions to create more specific filter criteria.

Example:

Status = Published AND (Category = Leadership OR Category = Communication)

This displays only Published classrooms that belong to either the Leadership or Communication category.

Export

The Export option allows admins to generate and download the Classroom Summary report in .XLSX format.

Generate a Report

  1. Click Export.
  2. In the Download Reports window, click Download New Report.
  3. Enter the required File Name.
  4. Select the required Date Range.

The available date range options are:

Date RangeDescription
Last 31 DaysGenerates a report for the previous 31 days. This is the default option.
Last 3 MonthsGenerates a report for the previous three months.
Last 6 MonthsGenerates a report for the previous six months.
Custom SelectionAllows you to specify a custom start date and end date.
  1. If required, select Include Suspended Users.
  2. Click Download.

Download a Generated Report

The newly generated report appears in the list of available reports.

  1. Locate the required report.
  2. Click the Export icon.
  3. The report is downloaded in .XLSX format.

Delete a Report

To delete a generated report:

  1. Locate the report you want to remove.
  2. Click the Bin icon.
  3. In the confirmation pop-up, click Yes.
  4. A success message confirms that the report has been deleted.

Back to Reports →

Copyright © 2026