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Filter Options in the Assigned Users Section of Course Summary

Learn how to filter assigned user data, send notifications, export and schedule reports, and view detailed assessment responses.

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

The available options are:

  • Filters
  • Notify
  • Export
  • Schedule
  • View More

Filters

Use AND/OR Filters to refine assigned user results based on criteria such as Status, Published Date, Group, City, Country, and Reporting Manager.

Apply AND/OR Filters

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

Understanding AND/OR Filters

  • AND Filter: Displays users who meet all the selected conditions.
    Example: Status: In Progress AND Country: USA displays users who are currently progressing through their courses and are located in the United States.
  • OR Filter: Displays users who meet at least one of the selected conditions.
    Example: City: New York OR Reporting Manager: Sarah displays users who are based in New York or have Sarah as their reporting manager.
  • Combining AND and OR: Allows you to apply multiple groups of conditions.
    Example: Status: Completed AND (Country: India OR Country: UK) displays users who have completed their courses and are located in India or the UK.
  1. Click Apply to display the filtered results.

Notify

Use Notify to send notifications to selected users.

Send a Notification

  1. Select the required users from the Assigned Users list.
  2. Click Notify.
  3. In the Create Notification window, enter the required details, such as Title and Message.
  4. Complete all mandatory fields marked with an asterisk (*).
  5. Click Create to send the notification.
  6. A success message confirms that the notification has been sent.

Export

Export 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 a file name for the report.
  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 .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.
  4. A success message confirms that the report has been deleted.

Schedule

Use Schedule to configure report delivery at specified intervals or on selected dates.

Schedule a Report

  1. Click Schedule to open the Report Scheduling window.
  2. Select Enable Scheduling.
  3. Configure the scheduling details.
    FieldDescription
    Time FrameSelect the scheduling period: days, weeks, or months.
    EverySpecify the interval for report delivery.
    FromEnter the start date.
    ToEnter the end date.
    Email AddressEnter the recipient's email address.
    RepeatConfigure the repeat option, available for weekly and monthly schedules.
    Include Suspended UsersEnable this option to include suspended users in the report, if required.
  4. Click Save to save the scheduling details.
  5. A success message confirms that the report schedule has been saved.

View More

The View More option is available only for assessments. It allows you to review learners' assessment responses, including questions and answers.

This feature records answers only for Multiple Choice and Single Choice questions.

View Assigned User Details

The Assigned Users table displays the following information:

ColumnDescription
NameFull name of the user.
EmailUser's registered email address.
CityThe city where the user is located.
CountryThe country where the user is located.
EnrolledDate and time when the user enrolled in the course.
CompletedDisplays the completion date and time if the course is completed; otherwise, displays the completion percentage.
Time SpentTotal time the user has spent on the course.
Earned PointsTotal points earned by the user.
ViewsNumber of times the user has viewed the course.

View Assessment Attempts

For assessments, the detailed view provides information about the learner's points and question attempts.

ColumnDescription
NameFull name of the learner.
EmailLearner's registered email address.
PointsTotal points earned by the learner in the assessment.
Q1, Q2, Q3Indicates whether the learner attempted the corresponding question (Yes/No).

View Question-Level Details

The detailed assessment view displays the questions, correct answers, learner responses, scores, and time spent.

ColumnDescription
SL.No.Serial number of the question in the assessment.
QuestionQuestion included in the assessment.
Correct Answer(s)Correct answer or answers for the question.
User Answer(s)Response or responses provided by the learner.
AnsweredIndicates whether the learner attempted the question (Yes/No).
ScoreScore awarded for the learner's response.
Time SpentTime taken by the learner to answer the question.

Export Detailed Assessment Responses

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

Related Topics

← Back to Reports

Course Summary Overview

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Filter Options in Custom Reports

Learn how to filter custom reports by creation date using AND and OR conditions.

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