Assigned Users - Filter and Export Options in LEAP Summary

The Assigned Users section of the LEAP Summary provides AND/OR filter and Export options to refine and download learner details.

Filters

The AND/OR Filters allow you to refine search results based on multiple criteria. Filters can be applied to Category Name and Sub-Category Name.

Apply Filters

1. Click Filters to open the filter options.
2. Select the required fields from the AND/OR dropdown.
3. Apply the filters based on the required criteria.
   • AND Filter: Displays results that meet all selected conditions.
     Example:
     If you select Category Name = Technology AND Sub-Category Name = Artificial Intelligence, the results display only courses in the Technology category with the Artificial Intelligence sub-category.
   • OR Filter: Displays results that meet at least one of the selected conditions.
     Example:
     If you select Category Name = Business OR Category Name = Leadership, the results include courses from either the Business or Leadership category.
   • AND and OR Filters: You can combine AND and OR conditions to further refine the search.
     Example:
     If you select Category Name = Science OR Category Name = Engineering AND Sub-Category Name = Data Science, the results include courses from the selected categories that meet the specified Data Science sub-category condition.
4. Click Apply to display the filtered results.

Export

The Export option allows you to download the LEAP Summary Report.

Export the Report

1. Click Export.
2. In the Download Reports pop-up, click Download New Report.
3. Enter the File Name and select the required Date Range.

   Note: The File Name and Date Range fields are mandatory.

4. If required, select Include Suspended Users to include suspended users in the report.

Select a Date Range

To generate the report for a specific period, select one of the following options:

• Last 31 Days – Selected by default. Includes data from the previous 31-day period relative to the selected date.
  Example: If the selected date is January 23, the report includes data from December 23 to January 23.
• Last 3 Months – Includes data from the previous three-month period relative to the selected date.
  Example: If the selected date is January 23, the report includes data from October 23 to January 23.
• Last 6 Months – Includes data from the previous six-month period relative to the selected date.
  Example: If the selected date is January 23, the report includes data from July 23 to January 23.
• Custom Selection – Allows you to specify a custom date range by selecting the Start Date and End Date.

5. Click Download to generate the report.
6. The newly generated report appears in the list of reports. Click the Export icon to download the report.
7. The report is downloaded in .XLSX format.

Delete a Report

1. To delete a report, click the Bin icon.
2. In the Please take a moment... confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted successfully.

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