Report filters can focus your reports on the information you need most. Filters are an effective tool for making reports precise and meaningful.
Reporting features are available to all customers.
The Date From and Date To date pickers control what data your report covers. If you do not specify a date range, the report returns data for all dates by default.
Report on one or more groups. If you do not specify a group the report returns data on all groups enrolled on the selected course(s) by default.
This filter lets you report on members and non-members separately. See Associations and membership types: overview and setup for background on memberships.
This filter lets you report on a specific enrollment status.
See Courses: enrollment statuses explained to learn what each status means.
If you do not specify a status, the report returns data on all statuses by default.
This filter separates users with enabled logins from those with disabled logins.
For example, you can filter out learners with disabled logins who are on long-term leave, or who are no longer in your organization.
User type filter
This filter lets you separate accounts by user type: learner, manager, instructor and admin.
Custom user data filter
If you use custom user data fields, you can use them to customize your report. See Custom user data: set up custom fields to read about the types of data you can record on users for reporting.
Reports run using custom user data filters are accurate only if every user has an entry in the custom user data fields.
The screenshot shows several filters available for the Course Status report. This test portal doesn't use memberships, so it doesn't include a Membership Type field.
- Reporting: overview
- Courses: enrollment statuses explained
- Group your users
- Associations and membership types: overview and setup
- Custom user data: set up custom fields