User Summary Report - Filters, Export, and Schedule Options

The Users section in the User Summary report provides options to filter user data, export reports, and schedule reports for delivery at specified intervals.

Explore User Summary Report Options

• Filters →
• Export →
• Schedule →

Filters

The AND/OR Filters allow admins to refine the user list based on multiple criteria. Filters can be applied to fields such as Role, City, Country, Joined, Gender, and other available fields.

Apply Filters

1. Under the Users section, select Filters.
2. Select the required fields from the AND/OR filter options.
3. Select the appropriate values for the selected fields.
4. Choose AND or OR based on the required filtering conditions.
5. Select Apply.

AND Filter

The AND filter displays records that meet all selected conditions.

For example:

• Role = Admin AND City = New York displays users who are both Admins and located in New York.
• Gender = Female AND Country = Canada displays users who are both female and located in Canada.

OR Filter

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

For example:

• Role = Admin OR Role = Manager displays users who are either Admins or Managers.
• City = London OR City = Paris displays users located in either London or Paris.

You can combine AND and OR filters to refine the results based on specific combinations of criteria.

For example, you can filter users who are Admins AND located in New York, or users who are from Canada OR Germany.

Tip: Apply the required filters before exporting the report.

Export

The Export option allows admins to generate and download User Summary reports for a selected time period.

Generate a Report

1. Under the Users section, select Export.
2. In the Download Reports window, enter the required report details.
3. Select a Date Range from the available options:
   • Last 31 Days – Selected by default. Includes data from the previous 31-day period.
   • Last 3 Months – Includes data from the previous three-month period.
   • Last 6 Months – Includes data from the previous six-month period.
   • Custom Selection – Allows you to specify a custom start and end date.
4. To include suspended users, select Include Suspended Users.
5. Select Download.

The generated report appears in the list of available reports.

Download a Generated Report

1. Locate the required report in the report list.
2. Select the Export icon.
3. The report is downloaded.

Delete a Report

To delete a generated report:

1. Locate the report you want to delete.
2. Select the bin icon.
3. In the confirmation window, select Yes.
4. A success message confirms that the report has been deleted.

Schedule

The Schedule option allows admins to schedule User Summary reports for delivery at specified intervals or dates.

Enable Report Scheduling

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

Configure the following options:

4. Review the scheduling details.
5. Select the option to save the schedule.

A success message confirms that the report schedule has been saved.

Related Topics

• User Summary →
• Report Overview →
• Group Summary →
• Course Summary →
• Learning Path Summary →

Back to Reports →