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:
Participant Filters
Date Filters
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.
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Enrollment statuses Confirmed Enrolled Graduated Dropped Out Withdrawn |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:
| The Start and End Dates will refer to the Date Type; for example:
|
Report-specific Filters
Participant Name on the Participant Profile Report [add link]
Product on the Product Focus Report [add link]
Filter Menu
Hover over any filter to show its menu.
💡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.