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Reports Navigation and Filters

Know all the tricks to navigate and filter your reports like a pro.

Rich Virginia avatar
Written by Rich Virginia
Updated over a month ago

Navigation

Learn how to navigate to and from all reports.

In AdminStudio use the link at the top of the screen to access Reports.

Find the tile for Enrollment Reports to access the individual reports.

Navigate between reports using the tabs at the top of the report


Filters

Learn about the data filters available in all reports and how to use them.

Types of Filters

Filters are aligned into 3 categories:

  1. Participant Filters

  2. Date Filters

  3. Report-specific Filters

💡Population and Date Filters apply for all reports so you can navigate between reports without needing to re-apply filters.

Participant Filters

Click the Controls bar at the top of any report to open the Population Filters.

Closed

Open

The following Population Filters are available on all reports (choose one or more option):

Filter By

Options

Collection

All collections with participants

Program

All programs with participants

Enrollment Status

Enrollment statuses

Confirmed

Enrolled

Graduated

Dropped Out

Withdrawn

License

All license types

License Status

License statuses

Active

Completed

Participant Level

Levels

C-Level

Senior Vice President

Senior Director/Director

Senior Manager/Manager

Individual Contributor

Participant Function

Functions

Finance

General Management

Human Resources

Legal

Marketing & Communications

Operations

Product Management

R&D

Sales & Service

Technology

Participant Location

All ISO countries

Date Filters

Date Filters are available at the top of each report.

Use the Date Type menu to choose a date to filter by, including:

  • Enrollment: when a participant enrolled

  • Graduation: when a participant graduated

  • Semester: when a participant's program was offered

  • Invited to Program: when a participant was invited to a program

The Start and End Dates will refer to the Date Type; for example:

  • If the Date Type is Enrollment then the results will be filtered to show only participants who enrolled between the specified start and end dates.

  • If the Date Type is Graduation then the results will be filtered to show only participants who graduated between the specified start and end dates.

Report-specific Filters

  1. Participant Name on the Participant Profile Report [add link]

  2. Product on the Product Focus Report [add link]

Filter Menu

Hover over any filter to show its menu.

  • Reset to restore the default selection

  • Refresh to see new selection options

💡Report-specific Filters do not apply for all reports and only show results for a specific report.

Maximize, Sort, Drill-Down or Export

Click the background of any reports visual to display the visual options menu at the top-right.

Visual menu options may include:

  • Maximize: see the visual in a full screen view (all visuals)

  • Sort: choose one or more attributes to sort by (tables only)

  • Drill-Down (or Up): click to see the next level of detail (select visuals only)

  • More options

    • Export to CSV: download the data in a CSV file (all visuals)

    • Export to Excel: download the data in an XLS file (tables only)

    • View summary data: [not recommended]


Tooltips

Many reports feature tooltips with more information for each visual. Hover over a visual to see its tooltip, if available.

For example, below we see the Number of Graduates in a tooltip.

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