Compliance Summary - Filter Options in Assigned Users

The Assigned Users section of the Compliance Summary provides options to manage and review learner information.

The available options are:

• Filters
• Notify
• Export
• Schedule
• View More

The View More option is available only for assessments. It displays the questions and answers provided by the learner. Responses are recorded only for Multiple Choice and Single Choice questions.

Filters

The AND/OR Filters allow administrators to refine the list of assigned users based on multiple criteria.

Filters can be applied to fields such as:

• Status
• Published Date
• Group
• City
• Country
• Reporting Manager
• Other available user and course fields

To apply filters:

1. Select Filters in the Assigned Users section.
2. Select the required fields from the AND/OR filter options.
3. Specify the values for the selected fields.
4. Select Apply.

AND Filter

The AND filter displays records that meet all selected conditions.

Example:

Status: In Progress AND Country: USA

The results include only users who are currently in progress and are located in the United States.

OR Filter

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

Example:

City: New York OR Reporting Manager: Sarah

The results include users who are either located in New York or have Sarah as their reporting manager.

Combining AND and OR Filters

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

Example:

Status: Completed AND (Country: India OR Country: UK)

The results include users who have completed their courses and are located in either India or the UK.

After selecting the required conditions, select Apply to display the filtered results.

Notify

The Notify option allows administrators to send course-related notifications to selected users.

To send a notification:

1. Select the required users from the Assigned Users list.
2. Select Notify.
3. Enter the required Title and Message.
4. Select Create.

Fields marked with an asterisk (*) are mandatory. ::

A success message appears when the notification is sent successfully.

Export

The Export option allows administrators to download the Assigned Users Report.

To export the report:

1. Select Export.
2. In the Download Reports window, select Download New Report.
3. Enter a File Name.
4. If required, select Include Suspended Users.
5. Select Download.

The generated report appears in the list of downloaded reports.

Select the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

To delete a generated report:

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

Schedule

The Schedule option allows administrators to configure automatic report delivery at specified intervals or during a defined period.

To schedule a report:

1. Select Schedule.
2. Enable Enable Scheduling.
3. Enter the required scheduling details.

4. Select Save to save the report schedule.

A success message appears when the schedule is saved successfully.

View More

The View More option is available only for assessments.

It allows administrators to view learner assessment responses, including questions, answers, scores, and time spent.

Select a row or the View More option to open the detailed assessment information.

Assigned Users Details

The initial View More section displays learner and course information.

Assessment Summary

The detailed assessment view provides information about the learner's performance and the questions attempted.

Question Details

The question-level view provides detailed information about each assessment question.

Assessment responses are recorded only for Multiple Choice and Single Choice questions. ::

Export Assessment Details

You can export the detailed assessment information for a selected user.

1. Select the Export icon.
2. The detailed report is downloaded in .XLSX format.

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