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Custom Learning Plan Report: Filters
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Custom Learning Plan Report: Filters
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Filters enable you to specify the criteria that must be met for a learning plan, certification, requirement, action, or course to be included in the custom Learning Plan Report.
Filters are specified in the Filters section of the Add/Edit Learning Plan Report workscreen.
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.
Adding a Filter
To add a filter to the custom Learning Plan Report:
- Expand the Filters section of the Add/Edit Learning Plan Report workscreen.
- 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 that you have selected for the report. The filters are organized by:
- Certification
- Certification User
- Learning Plan
- Learning Plan User
- Requirement User
- Action and Course
- Action and Course User
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
- 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.
If your report returns more than 10,000 rows and includes a chart, the chart will reflect all of the report’s results.
- Click
. 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. - In the additional fields, specify the value that the filter column must meet.
- If you would like to allow users who run the report to change the value, select the Allow Edit checkbox.
. 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. 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 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.
Certification User Filters
The certification user filters are only available if your custom Learning Plan Report's Level setting is Certification.
Expiry Date
Includes users who are assigned a certification with an expiration date within the specified date range. Refer to 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 for details on the available options.
Met Date
Includes users who met the certification within the specified date range. Refer to Date Filters for details on the available options.
Met By Default
Includes users with the selected 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 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 is Learning Plan.
Name
Includes learning plans with the selected status and/or name.
Learning Plan User Filters
The learning plan user filters are only available if your custom Learning Plan Report's Level setting 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 for details on the available options.
Met By Default
Includes users with the selected 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 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 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 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.
Name
Includes enrollment groups with the selected status and/or name.
Tags
Includes enrollment groups with the selected tag values.
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.
User Filters
The user filters are only available if the custom Learning Plan Report's Type setting is Detailed List.
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 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.
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.
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.
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.
Name
Includes organizations with the selected status and/or name.
Requirement User Filters
The requirement user filters are only available when the custom Learning Plan Report's Level setting is Requirement.
Expiry Date
Includes users who are assigned a requirement with an expiration date within the specified date range. Refer to 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 for details on the available options.
Met By Default
Includes users with the selected 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 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 is Action and Course.
Action (Global)
Includes global actions with the selected status and/or name.
Course
Includes courses with the selected status and/or name that are associated with a requirement.
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 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 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 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 for details on the available options.
Removing a Filter
To remove a filter, click the 
beside the filter. To remove all filters, click Remove All Filters.
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