Filter Options in the Assigned Users Section of Course Summary

The Assigned Users section of the Course Summary provides options to refine, notify, export, and schedule user reports.

Available options include:

• Filters
• Notify
• Export
• Schedule
• View More

Filters

Use AND/OR Filters to refine the Assigned Users report based on multiple criteria, such as Status, Published Date, Group, City, Country, and Reporting Manager.

Apply Filters

1. Click Filters in the Assigned Users section.
2. Select the required fields and conditions from the AND/OR filter options.
3. Use the filter options as required:
   • AND: Displays records that meet all selected conditions.
   • OR: Displays records that meet at least one selected condition.
4. Combine AND and OR conditions to further refine the results.
   Example:
   • Status: In Progress AND Country: USA displays users who are in progress and located in the USA.
   • City: New York OR Reporting Manager: Sarah displays users who are either located in New York or report to Sarah.
   • Status: Completed AND (Country: India OR Country: UK) displays users who have completed their courses and are located in either India or the UK.
5. Click Apply.
6. The report displays the results based on the selected filters.

Notify

Use Notify to send course-related notifications to selected users.

Send a Notification

1. Select the required users from the Assigned Users list.
2. Click Notify.
3. In the Create Notification window, enter the required details.
4. Complete all mandatory fields marked with an asterisk (*).
5. Click Create.

A success message appears when the notification is sent successfully.

Export

Use Export to generate and download the Assigned Users Report.

Download a Report

1. Click Export.
2. In the Download Reports window, click Download New Report.
3. Enter a File Name for the report.
4. To include suspended users, enable Include Suspended Users.
5. Click Download.
6. The generated report appears in the reports list.
7. Click the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

1. Click the Bin icon for the report you want to delete.
2. In the confirmation window, click Yes.
3. A success message appears when the report is deleted successfully.

Schedule

Use Schedule to automatically generate and deliver reports at specified intervals.

Schedule a Report

1. Click Schedule.
2. In the Report Scheduling window, enable Enable Scheduling.
3. Enter the required scheduling details.

   Field	Description
   Time Frame	Select the required period, such as days, weeks, or months.
   Every	Specify the interval for the report.
   From	Select the start date.
   To	Select the end date.
   Email Address	Enter the recipient's email address.
   Repeat	Set the repeat frequency for weekly or monthly schedules.
   Include Suspended Users	Include suspended users in the report, if required.

4. Click Save.

A success message appears when the report schedule is saved successfully.

View More

The View More option is available only for assessments. It provides additional information about learner responses.

Select a learner's row to view:

• Questions attempted
• Correct answers
• Learner responses
• Answered status
• Score
• Time spent

Assigned Users Details

The initial view provides the following information:

Assessment Details

The assessment view provides additional information about the learner's attempt.

Select a learner to view detailed question-level information.

Question Details

The detailed view displays the questions, answers, scores, and time spent by the learner.

Export Assessment Details

To download the detailed assessment report:

1. Click the Export icon.
2. The detailed report for the selected learner is downloaded in .XLSX format.

Back to Reports →