CompliLearn Filter, Config, Sorting Reports
Filters
Filters can be used on each reporting screen to refine the results.
- Click the Filter button on any reporting screen
By default, filters are built using “AND” to layer search requirements. Multiple filters can be added using the data columns available on each report page (e.g. User status, Type, Email, Title etc.)
- Click + to add a filter
- Use the dropdown fields to set filters
To build an “OR” filter, use the nested filter option (click the Add Group button in the filter). For example:
Show staff who belong to Teaching: Science OR Teaching: HPE groups
Nested filters can include further nested filters
Filters
There are four types of filter options:
Format | Example | Description | Explanation |
Field equals Options Options are in a dropdown list. Choose one. | Status equals Active
| There are specific either/or choices for the field. | The user’s status can only be Active or Inactive |
Field in Options Options are tick boxes. Choose one or more | Roles in Administrator OR Roles in Administrator, Manager
| There are multiple choices for the field. | The user can have multiple roles. You can filter to show users who have one role (e.g. show me all Administrators) OR users who have at least one of multiple roles (e.g. show me all Administrators and all Managers) |
Field Options Response |
| The Options (below) refine the response filter |
|
| Email Exactly Equals sam.ple@school.com.au | - Exactly equals | Only Sam Ple’s account. Note: this is case sensitive. |
| Email Exactly Not Equals sam.ple@school.com.au | - Exactly Not equals | All users except Sam Ple. Note: this is case sensitive |
| Email contains phrase school.com.au | - Contains Phrase | All accounts where the email contains ‘School.com.au’ Note: this is not case sensitive |
| Email does not contain phrase school.com.au | - Does not contain phrase | All accounts where the email does not contain school.com.au Note: this is not case sensitive |
| Manager IDs exist | - Exists | All accounts that have an assigned manager |
| Manager IDs not exist | - Not Exists | All accounts that do not have an assigned manager |
Date Options Response | Due date in the next 7 days End date < 2019-01-01 | Date field options are similar to the above, but include ranges such as greater/less than, in the last/next x days | The due date occurs in the next 7 days. The end date (i.e. completed date) occurred before 1 Jan 2019. The system database includes the exact time of activities. The date can be typed in “yyyy-mm-dd” and the system will automatically include midnight. |
Config
The Config button allows you to:
- choose different formats to display your information
- show or hide fields (report columns)
- set how many records to show on each screen.
Visit each screen to see the different field options. The default display for each reporting screen is Table. Other display options include:
Calendar
Histogram
Pie chart
Bar chart
Pivot table
See CompliLearn Example Reports for ideas on how to Filter and Configure your reports.
Click image for larger view.
Sorting
Click the required heading title and choose ascending or descending to change the sort order of the table.
Only one sorting column may be used at a time. By selecting sorting in another column it will sort only on the most recently selected column.
Columns may also be hidden to reduce the amount of columns in the reporting table by using Hide Column. To restore a hidden column, click Config and select the column.
Sorting
