Getting Started
Participation Report - Export and Filter Options
Learn how to export the KREDO Reports Overview as a PDF and apply filters to customize report data.
The Reports Overview interface provides options to Export reports and apply Filters to create customized views of report data.
Exporting Reports
- To download the overview of all reports, click the Export icon.
- The report overview is downloaded in PDF format.
Filtering Reports
Administrators and Managers can apply filters to refine report data based on specific criteria.
- Open the Filters section in the Reports Overview.
- Enter the required filter criteria, such as date range, user role, or other available options.
- Click Apply to apply the selected filters.
- Click Reset to clear the selected criteria.
Column Definitions in Overview Report Filters
| Column | Definition |
|---|---|
| Groups | Filters users based on their assigned groups. |
| Job Role | Filters data based on users' designated job roles within the organization, such as Manager, Analyst, or Engineer. |
| Job Level | Filters data based on hierarchical job levels, such as entry-level, mid-level, or senior-level positions. |
| Country | Filters users based on their registered country of residence or work location. |
| Apply Button | Click Apply to apply the selected filter criteria or Reset to clear the selections. |
Custom Fields
The following fields are customizable and can be added or removed based on reporting requirements:
- Gender
- Numbers
- Supervisor Code
- DOB
- Email Manager 1
Administrators and Managers can customize these fields to include only the information relevant to their reporting needs. Additional custom fields can also be added as required.
The Reporting Manager option is visible only when the hierarchy is enabled.