Filter Options in Compliance Summary

The Compliance Summary provides several options to refine and export report data. Administrators can filter the report using Course, Date, and AND/OR Filters, and export the results in CSV or Excel format.

The available options are:

• Course Filter
• Date Filter
• Filters
• Export

Course Filter

The Course Filter allows administrators to select a course and specify the type of activity report to display.

Select a Course

Use the Select Course drop-down to choose a specific course from the list of assigned courses.

Select Report Type

Use the Type drop-down to select the required report type.

The available options are:

Includes Options

The Includes drop-down provides additional options for refining the report.

Available options include:

• Include Suspended Users – Includes users who are currently suspended in the report.
• Include Archived Courses – Includes data for archived courses.

Activity Report

To generate an Activity Report:

1. Select Activity Report from the Type drop-down.
2. Select the required options under Includes, if applicable.
3. Select Apply.

The filtered Activity Report is displayed with the selected criteria.

To remove all selected filters, select Clear All.

User Activity Report

To generate a User Activity Report, select User Activity Report from the Type drop-down.

Use the Status drop-down to filter users based on their course progress.

Select Apply to display the filtered results.

The filtered User Activity Report is displayed.

Select Clear All to remove the selected filters.

Date Filter

The Date Filter allows administrators to limit report data to a specific time period.

To open the date filter, select Last 31 Days.

The following options are available:

Select Apply to filter the report according to the selected date range.

Filters

The AND/OR Filters allow administrators to refine the Compliance Summary using multiple criteria.

Filters can be applied to:

• Authors
• Publish Date
• Skill
• Proficiency

To open the filter options, select Filters.

Select the required fields from the AND/OR filter options.

AND Filter

The AND filter displays records that meet all selected conditions.

Example:Authors: John Doe AND Skill: Data Analysis

The results include courses authored by John Doe that are associated with Data Analysis.

OR Filter

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

Example:Publish Date: 2023 OR Proficiency: Advanced

The results include courses published in 2023, courses with Advanced proficiency, or courses that meet both conditions.

Combining AND and OR Filters

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

Example:

Authors: John Doe AND Skill: Data Analysis OR Publish Date: 2023 AND Proficiency: Advanced

This returns courses that meet either of the following conditions:

• Authored by John Doe and associated with Data Analysis
• Published in 2023 and assigned an Advanced proficiency level

Select Apply to display the filtered results.

Export

The Export option allows administrators to download the Compliance Summary report in CSV or Excel (.XLSX) format.

To export the report, select Export.

The Download Reports window opens.

Select the required file format:

• CSV (.CSV) – Downloads the report as a comma-separated values file that can be opened in applications such as Microsoft Excel.
• Excel (.XLSX) – Downloads the report in Excel format.

CSV is selected by default. To download the report in Excel format, select Excel. ::

Export as CSV

1. Select CSV as the report format.
2. Select Generate.

The generated report appears in the Downloaded Reports list. Select the Export icon to download it.

The report is downloaded in .CSV format.

Delete a CSV Report

To delete a generated report, select the Bin icon.

A confirmation message appears. Select Yes to delete the report.

A success message confirms that the report has been deleted.

Export as Excel

1. Select Excel as the report format.
2. Select Generate.

The generated Excel report appears in the Downloaded Reports list. Select the Export icon to download it.

The report is downloaded in .XLSX format.

Delete an Excel Report

To delete a generated report, select the Bin icon.

Select Yes in the confirmation window.

A success message confirms that the report has been deleted.

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