Filter and Export Options in Assignment Summary of a Specific User

Use the filter options to refine assignment summary results for a specific user. You can also export the report for further analysis.

Filters

The AND/OR filters help refine search results using fields such as City, Country, Enrolled, Submitted On, and Reporting Manager.

1. Open the Filters option in the Assignment Summary report for the selected user.
2. Select the required fields and conditions from the AND/OR filter options.
3. Choose the appropriate filter conditions:
   • AND Filter: Displays records that meet all selected conditions.
     Example: City = New York AND Country = USA AND Enrolled = Yes displays users who are enrolled, live in New York, and belong to the USA.
   • OR Filter: Displays records that meet at least one selected condition.
     Example: Enrolled = Yes OR Submitted On = March 10, 2025 displays users who are enrolled or who submitted their assignment on March 10, 2025, or both.
4. Combine AND and OR conditions to refine the results further.
   Example: Country = USA OR Country = Canada AND Submitted On = March 10, 2025 combines country and submission-date conditions. The exact grouping of these conditions depends on how the platform evaluates mixed AND/OR filters.
5. Click Apply to view the filtered results.

Export

Follow these steps to download the Assignment Summary report for a specific user.

1. Click Export.
2. In the Download Reports pop-up window, select Download New Report.
3. Enter a file name for the report.
4. If required, select Include Suspended Users to include suspended users in the report.
5. Click Download to generate the report.
6. Once the report appears in the report list, click the Export icon to download it.

The report is downloaded in XLSX format.

Delete a Report

1. In the report list, click the Bin icon next to the report you want to delete.
2. In the confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted.

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