Using filters on the Reporting section for regular reports

How you can create some quick guides for the reports you run most regularly.

This article is for Training Managers and Admins 

 

You can set up some saved filters so that you don't need to fill in the criteria each time you need to run a regular report.  Head over to the reports tab in your training manager area to get started. 

Start by creating your filter by clicking "Save New" 
New filter

You can name your filter, and can opt to make it the default if you would like this set up to be automatic when you log in to the reports tab. 

Name your filter

To set the filters - turn on your new filter: 

turn on filter

Then select the groups/courses and status you would like to run with it. 

Once you've made your choices, click "update current" . This will ensure that the settings are linked to that filter. 

You will still need to input the date range each time, to ensure that the report you choose to run includes the most up-to-date results.