Filter Options in Compliance Summary

The Compliance Summary report allows managers to filter course compliance data by course, report type, date range, and other criteria. You can also export the filtered report in CSV or Excel format.

The available options are:

• Course Filter
• Date Filter
• Filters
• Export

Course Filter

The Course Filter section provides options to select a course, choose a report type, and include data for suspended users or archived courses.

Available Options

• Select Course: Select a specific course from the list of assigned courses.
• Select Type: Choose the type of report to view:
  • Activity Report: Displays activity data based on the created date within the selected timeframe.
  • User Activity Report: Displays user activity that occurred within the selected timeframe.
• Includes: Select the checkboxes to include additional data:
  • Include Suspended Users: Includes users who are currently suspended.
  • Include Archived Courses: Includes archived courses in the report.

Filter the Activity Report

1. Open the Course Filter section.
2. Select the required course from the Select Course drop-down list.
3. Select Activity Report from the Select Type drop-down list.
4. Select the required Includes options, if applicable.
5. Click Apply to display the filtered report.
6. To remove the applied filters, click Clear All.

Filter the User Activity Report

1. Open the Course Filter section.
2. Select the required course from the Select Course drop-down list.
3. Select User Activity Report from the Select Type drop-down list.
4. Select the required status from the Status drop-down list:
   • Not Started: Displays users who have not started the course.
   • In Progress: Displays users who have started but not completed the course.
   • Completion: Displays users who have completed the course.
5. Select the required Includes options, if applicable.
6. Click Apply to display the filtered report.
7. To remove the applied filters, click Clear All.

Date Filter

The Date Filter allows you to display report data for a specific period.

1. Click the date filter, which displays Last 31 Days by default.
2. Select the required date range.
3. Click Apply to update the report.

The available date options are:

Filters

The AND/OR Filters option allows you to refine the Compliance Summary report using multiple criteria.

The available filter fields are:

• Authors
• Publish Date
• Skill
• Proficiency

Apply AND/OR Filters

1. Open the Compliance Summary report.
2. Click Filters.
3. Select the required fields and conditions from the AND/OR filter options.
4. Configure the conditions based on 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: Authors = John Doe AND Skill = Data Analysis
  This displays courses authored by John Doe that are associated with Data Analysis.
• OR Filter: Displays records that meet at least one of the selected conditions.
  Example: Publish Date = 2023 OR Proficiency = Advanced
  This displays courses published in 2023, courses with Advanced proficiency, or courses that meet both conditions.
• Combining AND and OR Filters: Allows you to apply multiple groups of conditions.
  Example: (Authors = John Doe AND Skill = Data Analysis) OR (Publish Date = 2023 AND Proficiency = Advanced)
  This displays courses that meet either of the following criteria:
  • Authored by John Doe and associated with Data Analysis.
  • Published in 2023 and categorized under Advanced proficiency.

Export

You can export the filtered Compliance Summary report in CSV (.CSV) or Excel (.XLSX) format.

Generate a Report

1. Click Export in the Compliance Summary report.
2. In the Download Reports window, enter the required file name.
3. Select the required report format:
   • CSV (.CSV): Downloads the report in comma-separated values format.
   • Excel (.XLSX): Downloads the report in Excel workbook format.
4. Click Generate to generate the report.
5. Locate the generated report in the list of downloaded reports.
6. Click the Export icon to download the report in the selected format.

Note: The report format defaults to CSV (.CSV). Select Excel to download the report in .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. A success message confirms that the report has been deleted.

Related Topics

• Compliance Summary
• Course Summary
• Group Summary

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