Reduced Support Availability: 10th July 2025

Just to let you know, our team is attending the Onefile all company meeting on10th July 2025, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

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Report Groups

  User Roles

This feature can be used by the following user roles:

  • Centre Managers (Create Report Groups)
  • All Users (Use Report Groups)

Report Groups allow you to group multiple Classes, Placements, Providers and Assessors. This is useful when to needing to quickly filter on multiple values when running reports, without needing to export and filter in Microsoft Excel.

To create a report group follow the steps below:

  1. Click Centre in the navigation menu
  2. Click Report Groups
  3. Click Create New report Group
  4. Enter Report Group Name 
  5. Select the options to include in the report group 
  6. Click > to include the selected values 
  7. Click Save

Useful Information

The option to select a report group is displayed on all learner-based reports.

Only learners that meet all the selected filters will appear when the report group is selected.

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