Filter Options in the Assigned Users Section of Compliance Summary

The Assigned Users section of the Compliance Summary report provides options to filter user data, send notifications, export reports, schedule report delivery, and review assessment responses.

The available options are:

• Filters
• Notify
• Export
• Schedule
• View More

Filters

The AND/OR Filters option allows you to refine assigned-user data using multiple criteria, including Status, Published Date, Group, City, Country, and Reporting Manager.

Apply AND/OR Filters

1. Open the Assigned Users section of the Compliance Summary report.
2. Click Filters.
3. Select the required fields and conditions from the AND/OR filter options.
4. Configure the conditions according to your reporting requirements.
5. Click Apply to display the filtered results.

Understanding AND/OR Filters

• AND Filter: Displays records that meet all selected conditions.
  Example: Status = In Progress AND Country = USA
  This displays users who are currently working on their courses and are located in the United States.
• OR Filter: Displays records that meet at least one selected condition.
  Example: City = New York OR Reporting Manager = Sarah
  This displays users who are based in New York, users who report to Sarah, or users who meet both conditions.
• Combining AND and OR Filters: Allows you to apply multiple groups of conditions.
  Example: Status = Completed AND (Country = India OR Country = UK)
  This displays users who have completed their courses and are located in either India or the UK.

The report updates to display users who meet the applied conditions.

Notify

The Notify option allows you to send notifications to selected users.

Send a Notification

1. In the Assigned Users list, select the users who should receive the notification.
2. Click Notify.
3. In the Create Notification window, enter the required Title and Message.
4. Complete all other required fields, if applicable.
5. Click Create.
6. Verify the success message confirming that the notification was sent.

Export

The Export option allows you to generate and download the Assigned Users report in Excel (.XLSX) format.

Generate and Download a Report

1. Click Export in the Assigned Users section.
2. In the Download Reports window, click Download New Report.
3. Enter the required file name.
4. If required, select Include Suspended Users to include suspended users in the report.
5. Click Download to generate the report.
6. Locate the generated report in the list of downloaded reports.
7. Click the Export icon to download the report in Excel (.XLSX) format.

Delete a Generated Report

1. Locate the report in the list of downloaded reports.
2. Click the Delete (bin) icon.
3. In the confirmation window, click Yes to confirm the deletion.
4. Verify the success message confirming that the report was deleted.

Schedule

The Schedule option allows you to configure report delivery at specified intervals or within a defined date range.

Schedule a Report

1. Open the Assigned Users section.
2. Click Schedule to open the Report Scheduling window.
3. Select Enable Scheduling to activate report scheduling.
4. Enter the required scheduling details.

5. Click Save to save the scheduling details.
6. Verify the success message confirming that the report schedule was saved.

View More

The View More option is available only for assessments. It allows you to review learner responses, question-level details, and assessment results.

Assigned Users Details

The Assigned Users table displays the following information:

Assessment Attempt Details

To review assessment attempts:

1. In the View More section, select the relevant learner's row.
2. Review the assessment attempt details, including the learner's points and question attempts.

The assessment attempt table contains the following columns:

Detailed Question and Answer Information

The detailed assessment view displays the learner's responses and question-level results.

Export Detailed Assessment Results

1. Open the detailed assessment view for the required learner.
2. Click the Export icon.
3. Download the detailed report in Excel (.XLSX) format.

Related Topics

• Compliance Summary
• Filter Options in Compliance Summary
• Course Summary

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