Course Summary – Filter and Export
Admins can filter the Course Summary by selecting the required Course, Type, and Includes options.
The Course Summary provides the following options:
- Course Filter
- Date Filter
- Filters
- Export
Course Filter
The Course Filter allows admins to select a specific course and customize the type of report to view.
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 report type.
- Activity Report – Filters data based on the course's created date within the selected timeframe.
- User Activity Report – Displays user activity recorded within the selected timeframe.
Includes Options
Use the Includes drop-down to select additional data to include in the report.
- Include Suspended Users – Includes users who are currently suspended.
- Include Archived Courses – Includes data for archived courses.
Activity Report
To view an Activity Report:
- Select Activity Report from the Type drop-down.
- Select the required options.
- Select Apply.
The updated Activity Report displays the selected data, including suspended users and archived courses when those options are enabled.
To remove the selected options, select Clear All.
User Activity Report
To view a User Activity Report, select User Activity Report from the Type drop-down.
Use the Status drop-down to filter the report by:
- Not Started – Displays users who have not started the course.
- In Progress – Displays users who have started but not completed the course.
- Completion – Displays users who have completed the course.
Select Apply to apply the selected filters.
The filtered User Activity Report is displayed.
To remove the selected options, select Clear All.
Date Filter
The Date Filter allows admins to view report data for a specific time period.
Select the Last 31 Days option to open the available date ranges.
The following options are available:
- All – Retrieves data for the entire available period.
- Today – Displays data for the current day.
- Last 31 Days – Displays data from the previous 31 days. This option is selected by default.
- This Year – Displays data from January 1 of the current year to the present date.
- Custom – Allows you to specify a start date and end date.
Select Apply to filter the report based on the selected time period.
Filters
The AND/OR Filters allow admins to refine Course Summary results using multiple criteria.
The available filter fields are:
- Authors
- Publish Date
- Skill
- Proficiency
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
This displays courses authored by John Doe that are related to 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
This displays courses that were published in 2023, have an Advanced proficiency level, or meet both conditions.
Combine AND and OR Filters
You can combine AND and OR conditions to create more specific searches.
Example:
Authors = John Doe AND Skill = Data Analysis OR Publish Date = 2023 AND Proficiency = Advanced
The results include courses that meet either of these condition groups:
- Authors = John Doe AND Skill = Data Analysis
- Publish Date = 2023 AND Proficiency = Advanced
Select Apply to display the filtered results.
Export
The Export option allows admins to download the Course Summary report in CSV or Excel (.XLSX) format.
Select Export to open the Download Reports window.
The Download Reports window allows you to specify the file name and report format.
Select Report Format
The following formats are available:
- CSV (.CSV) – Downloads the report in comma-separated values format.
- Excel (.XLSX) – Downloads the report in Excel format.
Note: CSV is selected by default. Select Excel if you want to download the report in
.XLSXformat.
Export as CSV
- Select CSV as the report format.
- Select Generate.
The generated report appears in the list of downloaded reports.
Select the Export icon to download the report.
The report is downloaded in .CSV format.
Delete a Report
To delete a generated report:
- Select the Delete (bin) icon.
- In the confirmation message, select Yes.
A success message confirms that the report has been deleted.
Export as Excel
- Select Excel as the report format.
- Select Generate.
The generated Excel report appears in the list of downloaded reports.
Select the Export icon to download the report.
The report is downloaded in .XLSX format.
To delete the generated report, select the Delete (bin) icon and confirm by selecting Yes.
A success message confirms that the report has been deleted.