--- title: "Custom Learning Plan Report: Filters" slug: "custom-learning-plan-report-filters" tags: ["home groups", "supervisors", "tags"] updated: 2025-12-08T15:07:24Z published: 2025-12-08T15:07:24Z canonical: "support.smarteru.com/custom-learning-plan-report-filters" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.smarteru.com/llms.txt > Use this file to discover all available pages before exploring further. # Custom Learning Plan Report: Filters Filters enable you to specify the criteria that must be met for a [learning plan](/v1/docs/learning-plans), [certification](/v1/docs/certifications), [requirement](/v1/docs/requirements), [action](/v1/docs/actions), or [course](/v1/docs/courses) to be included in the custom Learning Plan Report. Filters are specified in the Filters section of the Add/Edit Learning Plan Report workscreen. ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/filters-image-4xx0afaq.png) If you have multiple filters for a column, the filters will be evaluated using the OR condition. In the example below, the report will include those records that have an expiration date between 01-Jan-2020 and 31-Dec-2020 OR records that have a expiration date between 01-Mar-2021 and 31-Mar-2021. ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/filters-image-p7xaqv5f.png) ## Adding a Filter To add a filter to the custom Learning Plan Report: 1. Expand the Filters section of the Add/Edit Learning Plan Report workscreen. 2. From the **Add Filter** list, select the column to which you would like to apply a constraint. The available filter columns will depend on the [Level](/v1/docs/custom-learning-plan-report-type#level) that you have selected for the report. The filters are organized by: - [Certification](/v1/docs/custom-learning-plan-report-filters#certification-filters) - [Certification User](/v1/docs/custom-learning-plan-report-filters#certification-user-filters) - [Learning Plan](/v1/docs/custom-learning-plan-report-filters#learning-plan-filters) - [Learning Plan User](/v1/docs/custom-learning-plan-report-filters#learning-plan-user-filters) - [Requirement User](/v1/docs/custom-learning-plan-report-filters#requirement-user-filters) - [Action and Course](/v1/docs/custom-learning-plan-report-filters#action-and-course-filters) - [Action and Course User](/v1/docs/custom-learning-plan-report-filters#action-and-course-user-filters) If your report is a detailed list for the Action and Course level, you will need to specify a filter on at least one of the following to run the report: - Action - Course - Enrollment group - Home group - Learner If your report returns more than 10,000 rows, the grid includes the first 10,000 rows. To view all of the report’s results, you will need to [export the report](https://support.smarteru.com/docs/reports-exporting-output-1). If your report returns more than 10,000 rows and includes a chart, the chart will reflect all of the report’s results. 1. Click ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/filters-image-3mta5v7m.png). Additional fields for specifying the constraint values displays. Note that the additional fields displayed will vary based on the column that you selected in step 1. 2. In the additional fields, specify the value that the filter column must meet. 3. If you would like to allow users who run the report to change the value, select the [**Allow Edit** checkbox](/v1/docs/custom-learning-plan-report-filters#allow-edit). ## Allow Edit When the Allow Edit checkbox is selected, users who run the report are able to change the value. For example, you may create the report with a Met Date filter between 01-Jan-2016 and 31-Mar-2016. Selecting the **Allow Edit** checkbox allows users who run to report to change the date range for the Met Date filter's dates. For example, a user may want to run the report for the entire year (01-Jan-2016 and 31-Dec-2016). ## Certification Filters The certification filters are only available if your custom [Learning Plan Report's **Level**](/v1/docs/custom-learning-plan-report-type#level) is *Certification*. ### Agency Includes certifications associated with the selected license agency name. ### Area/Region Includes certifications associated with the selected license area/region. ### License Type Includes certifications associated with the selected license type. ### Name Includes certifications with the selected [status and/or name](/v1/docs/reports-status-and-name-filters). ## Certification User Filters The certification user filters are only available if your custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Certification*. ### Expiry Date Includes users who are assigned a certification with an expiration date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### First Met Date Includes users who first met the certification within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Met Date Includes users who met the certification within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Met By Default Includes users with the selected [Met by Default](/v1/docs/requirement-met-by-default) status. ### Progress Includes users whose progress toward a certification is within the specified range. ### Status Includes users with the selected certification status. ### Warning Date Includes users whose certification warning date is within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ## Learning Plan Filters The learning plan filters are only available if your custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Learning Plan*. ### Name Includes learning plans with the selected [status and/or name](/v1/docs/reports-status-and-name-filters). ## Learning Plan User Filters The learning plan user filters are only available if your custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Learning Plan*. ### Expiry Date Includes users who are assigned a learning plan with an expiration date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Met By Default Includes users with the selected [Met by Default](/v1/docs/requirement-met-by-default) status. ### Met Date Includes users who are assigned a learning plan with a met date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Original Assigned Date Includes users who were first assigned a learning plan within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Progress Includes users whose progress toward a learning plan is within the specified range. ### Status Includes users with the selected learning plan status. ### Warning Date Includes users whose learning plan warning date is within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ## Enrollment Group Filters The enrollment group filters are only available if the custom [Learning Plan Report's **Type** setting is *Detailed List*](/v1/docs/custom-learning-plan-report-type#type). ### Name Includes enrollment groups with the selected [status and/or name](/v1/docs/reports-status-and-name-filters). ### Tags Includes enrollment groups with the selected [tag values](/v1/docs/group-tags). To include a specific tag value, select the value from the list. To include every value for a tag, either select the tag name from the list, or type the tag name and press ENTER. ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/filters-image-pq4wuvzv.png) ## User Filters The user filters are only available if the custom [Learning Plan Report's **Type** setting is *Detailed List*](/v1/docs/custom-learning-plan-report-type#type). ### Access Level Includes users with the selected access level (i.e., All, Admin, Owner, or User). ### Allow Feedback Includes users who have the selected Allow Feedback setting (i.e., All, Yes, No). ### Custom User Fields You may apply a filter to any [custom user fields](/v1/docs/account-custom-user-fields) defined in your account. Custom user fields will be listed alphabetically with other user filters. ### Division Includes users in the selected divisions. To display a list of divisions, click in the field. ### Email Address Includes users whose primary email address contains the specified characters. Note, if the user's emails are sent to their supervisor or an alternate email address, those email addresses are not included in the filter. ### Employee ID Includes users whose employee ID contains the specified characters. ### Home Group Includes users in a home group with the selected [status (i.e., Active (default), Inactive, All) and/or group name](/v1/docs/reports-status-and-name-filters). ### Language Includes users with the selected language(s). ### Last Login Date Includes users whose last login date is within the specified date range. ### Learning Plan Includes users who are assigned the selected learning plan(s). ### Name Includes users with the selected status (i.e., Active, Inactive, All) or name. ### Postal/Zip Code Includes users with the specified postal code. ### Supervisor Includes users with a supervisor with the selected [status (i.e., Active, Inactive, All) or name](/v1/docs/reports-status-and-name-filters). ### Supervisor Email Includes users who have a supervisor with the specified email address. ### Team Includes users who belong to a team with the selected [status (i.e., Active, Inactive, All) or name](/v1/docs/reports-status-and-name-filters). ### Timezone Includes users in the selected timezone. ### Title Includes users with the specified title. ## Organization Filters The organization filters are only available if the custom [Learning Plan Report's **Type** setting is *Detailed List*](/v1/docs/custom-learning-plan-report-type#type). ### Name Includes organizations with the selected [status and/or name](/v1/docs/reports-status-and-name-filters). ## Requirement User Filters The requirement user filters are only available when the custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Requirement*. ### Expiry Date Includes users who are assigned a requirement with an expiration date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Met Date Includes users who are assigned a requirement with a met date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Met By Default Includes users with the selected [Met by Default](/v1/docs/requirement-met-by-default) status. ### Progress Includes users whose progress toward a requirement is within the specified range. ### Status Includes users with the selected requirement status. ### Warning Date Includes users whose requirement warning date is within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ## Action and Course Filters The action and course filters are only available when the custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Action and Course*. ### Action (Global) Includes global actions with the selected [status and/or name](/v1/docs/reports-status-and-name-filters). ### Course Includes courses with the selected [status and/or name](/v1/docs/reports-status-and-name-filters) that are associated with a requirement. ### Course Length Includes courses with a course length that is within the specified range: - All - Includes courses with a course length. - Under 15 minutes - Includes courses with a course length that is less than 15 minutes. - 15 to 30 minutes - Includes courses with a course length that is between 15 and 30 minutes - 31 to 60 minutes - Includes courses with a course length that is between 31 and 60 minutes. - Over 60 minutes - Includes courses with a course length that is greater than 60 minutes. - Custom - Includes courses where the course length is between the specified number of minutes. ### Type Includes the selected course types (i.e., All, Online, ILT, SCORM) or action type (i.e., Action (Global)). ## Action and Course User Filters The action and course user filters are only available when the custom [Learning Plan Report's **Level** setting](/v1/docs/custom-learning-plan-report-type#level) is *Action and Course*. ### Accepted Date Includes users who are assigned an action that was accepted within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Action Progress Status Includes users who are assigned an action with the selected status (i.e., All, Pending, Review, Accepted). ### Block Progress Status Includes users with a requirement block with the selected status (i.e., All, Not Met, Warning, Met). ### Course Progress Status Includes users who are assigned a course with the selected status (i.e., All, Met, Not Met). ### Expiry Date Includes users who are assigned a global action with an expiration date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ### Warning Date Includes users who are assigned a global action with a warning date within the specified date range. Refer to [Date Filters](/v1/docs/reports-date-filters) for details on the available options. ## Removing a Filter To remove a filter, click the ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/filters-image-sylwado6.png) beside the filter. To remove all filters, click **Remove All Filters**. ## Related - [Account: Custom User Fields](/account-custom-user-fields.md) - [Actions](/actions.md) - [Adding a Custom Learning Plan Report](/adding-a-custom-learning-plan-report.md) - [Assigning Learning Plans To a User](/assigning-learning-plans-to-a-user.md) - [Certifications](/certifications.md) - [Custom Learning Plan Report: Type](/custom-learning-plan-report-type.md) - [Editing a Saved Learning Plan Report](/editing-a-saved-learning-plan-report.md) - [Learning Plan Automation](/learning-plan-automation.md) - [Learning Plan Report](/learning-plan-report.md) - [Learning Plans](/learning-plans.md) - [Reports: Date Filters](/reports-date-filters.md) - [Reports: Status and Name Filters](/reports-status-and-name-filters.md) - [Settings: Learning Plan Reports ](/settings-learning-plan-reports.md)