Type, Filter, and Export Options in Classroom Summary

The Classroom Summary report provides options to filter classroom data, select different report types, and export reports for further analysis.

This page covers:

• Date Filter
• Type Filter
• Filters
• Export

Date Filter

The date filter lets you view classroom data for a specific period.

1. Open the Classroom Summary report.
2. Select the Last 31 Days dropdown.
3. Choose one of the following date options:
   • All: Displays data for the entire available period without date restrictions.
   • Today: Displays data for the current day.
   • Last 31 Days: Displays data for the previous 31 days. This is the default option.
   • This Year: Displays data from January 1 of the current calendar year to the present date.
   • Custom: Lets you select a start date and end date.
4. Select Apply to filter the report for the selected period.

Type Filter

The Select Type dropdown lets you view classroom data at different levels of detail.

1. Open the Classroom Summary report.
2. Select the Select Type dropdown.
3. Choose one of the following report types:
   • General (Default): Provides a high-level summary of classroom attendance, including learners enrolled, learners attended, and no-shows.
   • Overall: Displays aggregated engagement data, including total time spent and session completion percentage.
   • Detailed: Provides attendance, time spent, and engagement details for each session, series, or event.
   • Participant: Displays individual learner data, including attendance, time spent, and completion rates.

For column definitions and details about each report type, see Classroom Summary.

Filters

The AND/OR Filters option lets you refine classroom search results using multiple criteria, including Unique Code, Status, Date, and Category.

Apply Filters

1. Open the Classroom Summary report.
2. Select Filters.
3. Select the required fields from the AND/OR dropdown.
4. Configure the conditions and values you want to apply.

The filters work as follows:

• AND: Displays records that meet all selected conditions.
  Example: Status = Published AND Category = Leadership displays only published classrooms in the Leadership category.
• OR: Displays records that meet at least one selected condition.
  Example: Status = Published OR Category = Leadership displays published classrooms and classrooms in the Leadership category, including those with other statuses.
• Combined AND/OR filters: Lets you combine conditions to refine results further.
  Example: Status = Published AND (Category = Leadership OR Category = Communication) displays published classrooms that belong to either the Leadership or Communication category.

5. Select Apply to view the filtered results.

Export

You can export the Classroom Summary report in Excel format for further analysis.

Generate a Report

1. Open the Classroom Summary report and select Export.
2. In the Download Reports window, select 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 is the default option.
   • Last 3 Months: Generates a report for the previous three months.
   • Last 6 Months: Generates a report for the previous six months.
   • Custom Selection: Lets you specify the start date and end date.
5. Select Include Suspended Users if you want to include suspended users in the report.
6. Select Download to generate the report.

Download an Exported Report

1. Locate the generated report in the reports list.
2. Select the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

1. Locate the report you want to delete in the reports list.
2. Select the Delete (bin) icon.
3. In the confirmation pop-up, select Yes.
4. A success message confirms that the report has been deleted.

← Back to Reports