Reports

Filter Options in Learning Path Summary

Learn how to filter, refine, and export Learning Path Summary reports using learning path, date, filter, and export options.

The Learning Path Summary provides several options to filter and refine learning path data. You can filter the report by Learning Path Type, Date, and additional Filters, and export the filtered report in CSV or Excel format.

The available options are:

  • Learning Path Type Filter
  • Date Filter
  • Filters
  • Export

Learning Path Type Filter

The Learning Path Type Filter allows you to select a learning path and define the type of report to display.

Select a Learning Path

Use the Learning Path drop-down list to select a specific learning path from the available assigned learning paths.

Select Type

Select the report type you want to view:

  • Activity Report – Filters data based on the 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 refine the report further.

  • Include Suspended Users – Includes data for users who are currently suspended.
  • Include Archived Courses – Includes data for archived courses.

Apply the Learning Path Type Filter

  1. Select the required Learning Path.
  2. Select the Type.
  3. Select the required Includes options.
  4. Click Apply.

The report updates based on the selected options.

To remove the selected filters, click Clear All.

User Activity Report

To filter the report by user activity:

  1. Select User Activity Report from the Type drop-down.
  2. Select the required Status.

The available status options are:

StatusDefinition
Not StartedDisplays users who have not started the course.
In ProgressDisplays users who have started but not completed the course.
CompletionDisplays users who have successfully completed the course.
  1. Click Apply to update the report.

Date Filter

The Date Filter allows you to view report data for a specific time period.

Select the Last 31 Days option to view the available date ranges.

Date OptionDefinition
AllRetrieves data for the entire available period.
TodayDisplays data for the current day.
Last 31 DaysDisplays data from the previous 31 days. This option is selected by default.
This YearDisplays data from January 1 of the current calendar year to the present date.
CustomAllows you to select a specific start and end date.

After selecting the required date range, click Apply to filter the report.

Filters

The Filters option allows you to refine the Learning Path Summary using multiple criteria.

The AND/OR Filters can be applied to:

  • Author
  • Skill
  • Proficiency

AND Filter

The AND filter displays records that meet all selected conditions.

Example:

If you select:

  • Author: John Doe
  • Skill: Data Analysis

The results include content authored by John Doe that covers Data Analysis.

OR Filter

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

Example:

If you select:

  • Skill: Python
  • Proficiency: Advanced

The results include courses that either cover Python or have an Advanced proficiency level.

Combine AND and OR Filters

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

Example:

(Author: John Doe AND Skill: Data Analysis) OR (Proficiency: Advanced AND Skill: Python)

This returns courses that meet either of the following conditions:

  • Authored by John Doe and covering Data Analysis
  • Have Advanced proficiency and cover Python

After selecting the required filters, click Apply.

Export

The Export option allows you to download the Learning Path Summary report in CSV or Excel (.XLSX) format.

Generate a Report

  1. Click Export.
  2. In the Download Reports window, enter the required file name.
  3. Select the required file format:
    • CSV (.CSV)
    • Excel (.XLSX)
  4. Click Generate.

CSV is the default report format. Select Excel to generate the report in .XLSX format.

Download the Generated Report

After the report is generated:

  1. Open the Download Reports list.
  2. Locate the generated report.
  3. Click the Export icon to download it.

The report is downloaded in the selected format.

Delete a Report

To delete a generated report:

  1. Click the Delete (bin) icon for the report.
  2. In the confirmation message, click Yes.
  3. A success message confirms that the report has been deleted.

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