Filter & Export Options in Catalog Summary

Use the filter options to refine catalog course results based on specific criteria. You can also export the Catalog Summary report for further analysis.

Filters

The AND/OR filters help refine search results using fields such as Type, Duration, Tags, Language, Level, and Authors.

1. Open the Filters option in the Catalog Summary report.
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: Language = English AND Level = Advanced displays advanced-level courses available in English.
   • OR Filter: Displays records that meet at least one selected condition.
     Example: Type = Webinar OR Type = Workshop displays webinars and workshops.
4. Combine AND and OR conditions to refine the results further.
   Example: (Tags = AI OR Tags = Machine Learning) AND Duration = Less than 2 hours displays courses tagged with AI or Machine Learning that have a duration of less than two hours.
5. Click Apply to view the filtered results.

Export

Follow these steps to download the Catalog Summary report.

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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