Filter & Export Options for a Particular Course in Catalog Summary

Use the filter options to refine learner details for a specific catalog course. You can also export the report for further analysis.

Filters

The AND/OR filters help refine search results using fields such as Assigned On, Completed, City, Country, Group, Role, and Job Role.

1. Open the Filters option in the Catalog Summary report for the selected course.
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 Job Role = Manager displays managers located in New York.
   • OR Filter: Displays records that meet at least one selected condition.
     Example: Country = USA OR Country = Canada displays users from either the USA or Canada.
4. Combine AND and OR conditions to refine the results further.
   Example: (Role = Instructor OR Role = Trainer) AND Completed = Yes displays users who are instructors or trainers and have completed the course.
5. Click Apply to view the filtered results.

Export

Follow these steps to download the Catalog Summary report for a particular course.

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, enable Include Suspended Users.
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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