Assigned Users - Filter and Export Options in LEAP Summary

Use the filter options to refine assigned user results based on course categories and subcategories. You can also export reports for a selected date range.

Filters

The AND/OR filters help refine search results using Category Name and Sub-Category Name.

1. Open the Filters option in the assigned users section of the LEAP Summary report.
2. Select the required fields and conditions from the AND/OR filter options.
3. Choose the appropriate filter conditions:
   • AND Filter: Displays records that meet all selected conditions.
     Example: Category Name = Technology AND Sub-Category Name = Artificial Intelligence displays courses in the Technology category that focus on Artificial Intelligence.
   • OR Filter: Displays records that meet at least one selected condition.
     Example: Category Name = Business OR Category Name = Leadership displays courses from either the Business or Leadership category.
4. Combine AND and OR conditions to refine the results further.
   Example: (Category Name = Science OR Category Name = Engineering) AND Sub-Category Name = Data Science displays courses in the Science or Engineering category that focus on Data Science.
5. Click Apply to view the filtered results.

Export

Follow these steps to download the LEAP Summary report for assigned users.

1. Click Export.
2. In the Download Reports pop-up window, select Download New Report.
3. Enter a file name and select a date range. Both fields are mandatory.
4. Choose the required date range:
   • Last 31 Days: Selected by default. Includes data for the previous 31-day period.
   • Last 3 Months: Includes data for the previous three months.
   • Last 6 Months: Includes data for the previous six months.
   • Custom Selection: Allows you to specify the start and end dates.
5. If required, enable Include Suspended Users to include suspended users in the report.
6. Click Download to generate the report.
7. Once the report appears in the report list, click the Export icon to download it.

The report is downloaded in XLSX format.

Delete a Report

1. In the report list, click the Bin icon next to the report you want to delete.
2. In the confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted.

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