Filter and Export Options in LEAP Summary for Assigned Users

Use the filter options to refine assigned learner results based on enrollment details, location, group, and reporting manager. You can also export the report for further analysis.

Filters

The AND/OR filters help refine search results using fields such as Enrolled, Group, City, Country, and Reporting Manager.

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: Enrolled = After Jan 1, 2024 AND Country = USA displays learners who enrolled after January 1, 2024, and are located in the USA.
   • OR Filter: Displays records that meet at least one selected condition.
     Example: City = New York OR City = Los Angeles displays learners located in either New York or Los Angeles.
4. Combine AND and OR conditions to refine the results further.
   Example: Group = Sales OR Group = Marketing AND Reporting Manager = John Smith combines group and reporting manager conditions. The exact grouping of mixed AND/OR conditions depends on how the platform evaluates them.
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 for the report.
4. If required, enable Include Suspended Users to include suspended users in the report.
5. Click Download to generate the report.
6. 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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