02. Report Filtering

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You can customize and filter the information in a report before generating it. This allows you to generate the report quicker and with more relevant data. All reports will open in Excel, also facilitating easy filtering after the report has been generated.

Filtering options

To narrow down and limit the information included in reports, there are various different filtering options for you to select from. These will depend on the various report types, but the main options have been listed below.

Users

By default all users are included in the report.

You can select to filter this down to only users in specific org. units or individual users. You can select multiple org. units or individual users. For individual users, you can at any time click Selected users to see the users chosen.

Inactive users are by default left out of the report. If you would like to include inactive users, please tick the box to include them.

Courses / Competences

In most reports all courses / competence are included by default.

You can decide to specify which courses or competences should be included by clicking the Selected courses / Select from catalogue options.

Status

By default all statuses are included.

For courses and competence reports, you can decide to filter on completed, not completed or completions due to expire in the near future. To do this, select the Show selected statuses and then select the relevant option.

For competence, you can also filter to see the status in the future if you select the Show status in the future option.

Tip! Creating reports filtered on courses or competences that are due to expire, will help you stay on top of scheduling your employees refresher training.

Time

For course reports, you can filter on enrolment dates making it easy to find courses booked recently e.g. in the last month or within a specific period.

If you select the given period option, you can leave the start date blank to get all bookings up to and including the end date that you add.

Columns

Some of the reports can be customized by selecting the columns you would like in the report.

• All selections under Added columns is information provided in the report. If this field is empty, it will not be possible to make a report.
• To remove columns from the report, mark the column and click Remove. The column is being moved to Available columns.
• The column on top under Added columns is the first column in the report. To move a column up or down, mark it and click on the Move up or Move down options. By doing this the report can be adjusted to display the information as needed.

Tip! We recommend that the status column is included in the course status report. This will provide you with information on whether the course is approved (not complete but available for the user to complete), completed, needing refresher, enrolled to refresher or not available (course enrolment has expired or course is withdrawn).

Generating the report

Once you have selected the required filtering, you can generate the report by selecting the Generate option at the bottom of the page. To get the report sent to your e-mail, tick the box. For larger reports it is better to get the report sent to you e-mail, so you don’t have to wait until the report is being generated. Click on Reset to make a new report.

Tip! You can also choose to save the report and subscribe to have it automatically sent to you on a regular basis.