Setting filters on basic reports
Summary
Filters on your basic reports help you focus your report on the information you need most. Filters are an effective tool for making reports precise and meaningful.
This article outlines the filters available in basic reports.
Note: Safety Made Simple can run basic reports with
up to 10,000 rows of data. If your report generates more than
10,000 rows, you can use filters to refine the report, or Export to CSV.Date range
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.
Groups
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.
Status
This filter lets you report on a specific enrollment status.
If you do not specify a status, the report returns data on all statuses by default.
Courses
You must select at least one course for the report to provide data. Select multiple courses using Shift or Ctrl keys, or Select All.
User status
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
This filter lets you separate accounts by user type: learner, manager, instructor and admin.
Custom user data
If you use custom user data fields, you can use them to customize your report.
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 basic Course Status report.
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