Filter & Export Options in Course Summary

The Course Summary report provides several options to filter course-related data and export reports. These options are grouped into the following categories:

• Course Filter
• Date Filter
• Filters
• Export

Course Filter

Use the course filters to select a specific course, choose a report type, and include data for suspended users or archived courses.

Available Options

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

Apply Course Filters

1. Select the required course from the Select Course drop-down list.
2. Choose Activity Report or User Activity Report from the Select Type drop-down list.
3. Select the required options under Includes, if applicable.
4. For a User Activity Report, select a status to filter the results:
   • 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. Click Apply to display the filtered report.
6. To remove the applied filters, click Clear All.

Date Filter

Use the date filter to display course summary data for a specific period.

1. Click the Last 31 Days option to open the date filter.
2. Select one of the following options:

   Option	Description
   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	Allows you to specify a start date and end date.

3. Click Apply to filter the report using the selected date range.

Filters

The AND/OR Filters option lets you refine course summary results using multiple criteria, including Authors, Publish Date, Skill, and Proficiency.

Apply AND/OR Filters

1. Click Filters in the Course Summary report.
2. Select the required fields and conditions from the AND/OR filter options.
3. Configure the conditions using AND, OR, or a combination of both.

Understanding AND/OR Filters

• AND Filter: Displays records that meet all the selected conditions.
  Example: Authors: John Doe AND Skill: Data Analysis displays courses authored by John Doe that are related to Data Analysis.
• OR Filter: Displays records that meet at least one of the specified conditions.
  Example: Publish Date: 2023 OR Proficiency: Advanced displays courses that were published in 2023 or have an Advanced proficiency level.
• Combining AND and OR: 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 condition groups:
  • Authored by John Doe and related to Data Analysis.
  • Published in 2023 and assigned an Advanced proficiency level.

4. Click Apply to display the results that match the selected conditions.

Export

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

Generate and Download a Report

1. Click Export in the Course Summary report.
2. In the Download Reports window, enter the required file name.
3. Select the required file format:
   • CSV (.CSV): Downloads the report in comma-separated values format. This format can also be opened in Excel.
   • Excel (.XLSX): Downloads the report in Excel format.
4. Click Generate to create 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: Reports are downloaded in CSV format by default. Select Excel to generate 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

• Course Summary
• Course Summary Calculation
• Export and Filter Options

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