Filter an In-app Report

All In-app reports include a Filter module that allows you to filter the results based on columns within the report. All columns in the report are available in the filter module.

Permissions may be required to access some pages in Degreed or perform specific tasks. For more information, see Permissions in Degreed (accessible by Degreed Admins only).

Required Permission: Manage In-app Reporting and a Degreed role of Technical Admin

About Columns

You can select up to five columns, then choose the operators that return only the specific data you need. Text fields include operators such as starts with, ends with, and includes. Date fields use the date picker. Number fields include operators such as equal to, greater than, and less than.

You can filter by columns not selected in the Change Columns drop down, however the column will not display in the report results.

For example, you may want to filter your report by User Last Name without displaying users' last names in the results. You can uncheck the column in the Change Columns drop down so the data does not display, while still filtering the report based on this column.

About the Report Date Range

Several reports include a required, default date range filter that limits the results to only include activity completed during the selected dates. The date range is based on a specific column (or field) of data, such as Created Date, or Last Viewed Date. The column and date range are included on the Filter dialog.

When previewing a report, the Filter button indicates if the date range filter is included: 

• - If the button text includes the number 1, the filter is included and applied.
• - If the button text does not include the number 1, the filter is not included.

For reports that include a date range filter, the default date is set to Last 1 Day. Since the date range is required, you can change the date, but you cannot remove the date setting. The column does not show in the report results and is not counted towards the five column limit.

Example

Let's say on July 21st, you create a Completions (Summary by User) report so you can determine how many content items your users completed in the last 7 days. 

Since this report includes a default date range based on the Created Date (the date a user marked an item complete), you set the date range to the "Last 7 days."  The report results will include data for any items marked complete between July 14th and July 21st, or "today."

Juan has three completions in total.

• He completed Course A on June 5th.
• He completed Course B on July 16th.
• He completed Course C on July 19th.

In the report results Juan's data includes:

• Latest Completion Date:  July 19th. This is the latest date, within the selected date range, that Juan marked any items complete.
• Content Completed:  2.  Juan completed 2 items during the selected date range. 

Juan completed Course A before the starting date (July 14th) for the selected date range. Therefor, no data is included in the results for Juan's completion of Course A.

To Filter a Report

When you create a new report, or edit an existing report, the report filter is available in preview mode. 

1. In the report preview, click Filter.
2. If a Date Range is included:
   1. Select the date range you want included in the report. Options include:
      • Last 1, 7, 30, or 90 Days.
      • Last Full Month or Month-to-Date.
      • Last Full Quarter, or Quarter-to-Date.
      • Last Full Year, or Year-to-Date.
   2. Or, select Use a Custom Date Range and in the calendar picker:
      1. Enter start and end dates in the date fields, or click on the desired dates in the calendar.
      2. Click Apply.
3. Click the Column Name drop down and select a column from the list.
4. Click the Operator drop down and select from the list. Operators vary depending on the data type.
5. In the Value(s) field, enter a search term and press Enter or click the Search icon.
   The list of values is based on data within the report.
6. Select from the list of values and click Apply in the drop down.
   You can add more than one value by entering additional search terms, pressing enter, and selecting from the new list of values that display. You can add up to ten values for each column.
7. Click Add Column to filter by additional columns. You can add up to five columns.
   If the column is not selected in the Change Columns drop down, you can filter the report by this column, but the column will not display in the report.
8. Click Apply.
   Optionally, click the X next to a column to remove it, or click Clear (n) to remove all the columns.

The report preview updates.