Filters

To run a saved report filter:

1. Click on the ‘Reports’ tab and click the ‘Select’ button on the desired report option.
2. Click the ‘Saved Filter’ tab and click the ‘New Filter’ button.
3. Select the learning type/s and enter the date details in the ‘Show from’ and ‘Show to’ fields, then click the ‘Next’ button.
4. Select the learning activities to run the report on and click the ‘Next’ button.
5. In the ‘Run Report’ tab, click the ‘Save Filter’ button.
6. Enter the name of the filter and click the ‘Save’ button.

Note: During the creation steps if you select any of the available fields, only the selected fields will be referenced the next time the saved filter is run. If you require a filter that selects all data please create your filter by selecting the ‘Next’ button only which will reference all current data the next time the filter is run.

Deleting a saved report filter

To delete a saved report filter:

1. Click on the ‘Reports’ tab and click the ‘Select’ button on the desired report option.
2. Click the ‘Saved Filter’ tab and click the ‘Delete’ button next to the report filter you want to run.
3. Click ‘Yes’ to confirm or ‘No’ to cancel.

Exporting a report

To export a report:

1. Run the desired report as described above.
2. In the ‘Run Report’ tab, click on the ‘Export to Excel’ or ‘Export to PDF’ button.
3. Open or save your Excel or PDF document.

Printing a report

To print a report:

1. Run the desired report as described above.
2. In the ‘Run Report’ tab, click on the ‘Print’ button.
3. Use the ‘Control + P’ command and print the report from your browser.