Filter Options in Learning Path Summary

The Learning Path Summary report allows managers to filter learning path data by learning path, report type, date range, and other criteria. You can also export the filtered report in CSV or Excel format.

The available options are:

• Learning Path Type Filter
• Date Filter
• Filters
• Export

Learning Path Type Filter

The Learning Path filter provides options to select a learning path, choose a report type, and include data for suspended users or archived courses.

Available Options

• Select Learning Path: Select a specific learning path from the list of assigned learning paths.
• Select Type: Choose the type of report to view:
  • Activity Report: Filters data based on the created date within the selected timeframe.
  • User Activity Report: Displays user activity that occurred within the selected timeframe.
• Includes: Select the checkboxes to include additional data:
  • Include Suspended Users: Includes users who are currently suspended.
  • Include Archived Courses: Includes archived courses in the report.

Filter the Activity Report

1. Open the Learning Path filter.
2. Select the required learning path from the Select Learning Path drop-down list.
3. Select Activity Report from the Select Type drop-down list.
4. Select the required Includes options, if applicable.
5. Click Apply to display the filtered report.
6. To remove the applied filters, click Clear All.

Filter the User Activity Report

1. Open the Learning Path filter.
2. Select the required learning path from the Select Learning Path drop-down list.
3. Select User Activity Report from the Select Type drop-down list.
4. Select the required status from the Status drop-down list:
   • Not Started: Displays users who have not started the learning path.
   • In Progress: Displays users who have started but not completed the learning path.
   • Completion: Displays users who have completed the learning path.
5. Select the required Includes options, if applicable.
6. Click Apply to display the filtered report.
7. To remove the applied filters, click Clear All.

Date Filter

The Date Filter allows you to display report data for a specific period.

1. Click the date filter, which displays Last 31 Days by default.
2. Select the required date range.
3. Click Apply to update the report.

The available date options are:

Filters

The AND/OR Filters option allows you to refine the Learning Path Summary report using multiple criteria.

The available filter fields are:

• Authors
• Skill
• Proficiency

Apply AND/OR Filters

1. Open the Learning Path Summary report.
2. Click Filters.
3. Select the required fields and conditions from the AND/OR filter options.
4. Configure the conditions according to your reporting requirements.
5. Click Apply to display the filtered results.

Understanding AND/OR Filters

• AND Filter: Displays records that meet all selected conditions.
  Example: Author = John Doe AND Skill = Data Analysis
  This displays learning content authored by John Doe that is associated with Data Analysis.
• OR Filter: Displays records that meet at least one selected condition.
  Example: Skill = Python OR Proficiency = Advanced
  This displays learning content associated with Python, content categorized under Advanced proficiency, or content that meets both conditions.
• Combining AND and OR Filters: Allows you to apply multiple groups of conditions.
  Example: (Author = John Doe AND Skill = Data Analysis) OR (Proficiency = Advanced AND Skill = Python)
  This displays learning content that meets either of the following conditions:
  • Authored by John Doe and associated with Data Analysis.
  • Categorized under Advanced proficiency and associated with Python.

Export

You can export the filtered Learning Path Summary report in CSV (.CSV) or Excel (.XLSX) format.

Generate a Report

1. Click Export in the Learning Path Summary report.
2. In the Download Reports window, enter the required file name.
3. Select the required report format:
   • CSV (.CSV): Downloads the report in comma-separated values format, which can be opened in spreadsheet applications.
   • Excel (.XLSX): Downloads the report in Excel workbook format.
4. Click Generate to generate 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: The report format defaults to CSV (.CSV). Select Excel 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 to confirm the deletion.
4. Verify the success message confirming that the report was deleted.

Related Topics

• Learning Path Summary
• Learning Path Summary Calculation
• Learning Path Asset Summary View More: Filters and Export Options

← Back to Reports