Overview
Report Groups allow you to group multiple Classes, Placements, Providers, and Assessors together. This is useful when you need to quickly filter reports by a combination of values—without exporting data to Microsoft Excel for further filtering. All users can apply Report Groups when running learner‑based reports.
Permissions
Who Can Use This Feature?
The following user roles can use Report Groups:
- Centre Managers (Create Report Groups)
- All Users (Use Report Groups)
Steps
How to Create a Report Group
- Click Centre in the navigation menu.
- Click Report Groups.
- Click Create New Report Group.
- Enter a Report Group Name.
- Select the options (Classes, Placements, Providers, Assessors) you want to include.
- Click the > button to move selected values into the group.
- Click Save.
Tips & Notes
- The option to select a Report Group appears on all learner‑based reports.
- Only learners who match all items in the selected Report Group will appear in the report.
- Report Groups help reduce manual filtering and improve reporting efficiency across Centres.
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support team.