Getting Started

Overview Report - Export and Filter Options

Learn how to filter KREDO Overview reports by date range and export User, Content, Engagement, Course, and Learning Path Summary reports as PDF files.

The Filter and Export options in the Reports Overview help Managers view report data for a specific period and download reports for further review.

These options are available in the following Overview sections:

  • User Summary
  • Content Summary
  • Engagement Summary
  • Course Summary
  • Learning Path Summary

Filter Report Data

Use the Date Filter to display report data for a selected period. By default, the filter displays Last 31 Days.

Apply a Date Filter

  1. Navigate to Reports and open the Overview section.
  2. Locate the required summary category.
  3. Click the date filter displaying Last 31 Days.
  4. Select the required date range from the available options:
    Date RangeDescription
    AllDisplays the complete recorded activity history without date restrictions.
    TodayDisplays activity recorded on the current day.
    Last 31 DaysDisplays activity for the previous 31-day period relative to the selected date.
    This YearDisplays activity from the beginning of the current calendar year up to the selected date.
    CustomAllows you to specify a start date and an end date.
  5. If you select Custom, choose the required start and end dates from the calendar.
  6. Click Apply to apply the selected date range.

The report updates to display data for the selected period.

Example: To view activity for February 1–28, select Custom, specify the dates, and click Apply.

Export a Report

You can export the data displayed in each Overview summary as a PDF file.

Download a Report

  1. Open the required summary category in the Overview section.
  2. Apply a date filter if you want to export data for a specific period.
  3. Click the Export icon.
  4. The report is automatically downloaded in PDF format.

You can export reports from the following sections:

  • User Summary
  • Content Summary
  • Engagement Summary
  • Course Summary
  • Learning Path Summary

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