Filter and Export Options in Skill Summary

Use the Filters and Export options to refine the Skill Summary report and download the report data.

Filters

The AND/OR Filters allow you to refine the report results based on selected Category criteria.

Apply Filters

1. Click Filters in the Skill Summary report.
2. Select the required fields from the AND/OR dropdown.
3. Use the following filter options:
   • AND Filter: Displays records that meet all selected conditions.
     Example: Selecting Technical AND Leadership displays users who have skills in both the Technical and Leadership categories.
   • OR Filter: Displays records that meet at least one of the selected conditions.
     Example: Selecting Technical OR Leadership displays users with Technical skills, Leadership skills, or both.
   • AND/OR Combination: Allows you to combine conditions for more specific results.
     Example: Selecting Technical OR Leadership AND Communication displays users who have Communication skills and at least one of the Technical or Leadership skills.
4. Click Apply to display the filtered results.

Export

You can export the Skill Summary report in .XLSX format.

Download the Report

1. Click Export in the Skill Summary report.
2. In the Download Reports window, click Download New Report.
3. Enter the required report details, including the File Name and Date Range.
4. Select a Date Range:
   • Last 31 Days: Generates a report for the previous 31-day period. This option is selected by default.
   • Last 3 Months: Generates a report for the previous three-month period.
   • Last 6 Months: Generates a report for the previous six-month period.
   • Custom Selection: Allows you to specify a Start Date and End Date.
5. To include suspended users in the report, select Include Suspended Users.
6. Click Download to generate the report.
7. The generated report appears in the list of available reports. Click the Export icon to download it.

The report is downloaded in .XLSX format.

Delete a Report

1. To delete a generated report, click the Delete (bin) icon.
2. In the confirmation pop-up, click Yes to confirm the deletion.
3. A success message appears after the report is deleted successfully.

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