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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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