In the People view of your Admin area, there are a number of options for filtering the users within your portal. Using filters, you can search through your users, save frequently used searches and even create enrolment rules for your topics.
Filter searches can be based on standard user demographics (name, email address, user type, and so on) as well as creation dates, login dates and manager details.
In addition, you can have up to five custom fields of demographics to use in your searches - fields such as role, location, title, team and so on.
As you filter your users with updated search results, you will see the filtered list of users displayed on the screen. You can download a CSV of this filtered list using the download button.
Finally, you can save searches for future use (by clicking the 'Save Search' button), or use searches for enrolment rules (by clicking the 'Save Rule' button).
Save common search filters
You can save any search filter for future use by clicking the 'Save Search' button and giving the filter a name.
To access the saved search filter at a later time, click the star button, select your saved search, and click 'Apply'.
Note: Saved searches are not shared between admins. Each admin can only see the searches/filters they save themselves.
To delete a saved search, click the star button, select the applicable search and click 'Delete'.
How do date filters work?
How do date filters work?
Date filters in Admin → People allow you to filter users by:
Created date
Last login date
Deactivation date
Reactivation date
When applying a date filter, you can either:
Select a preset period, or
Choose Custom range
Preset periods
When you click on one of the four date filter types, you will see a list of preset periods. Preset periods are common relative timeframes, such as:
All dates, Today, Yesterday, Tomorrow, This month, Last month, Next month, This quarter, Last quarter, Next quarter, This half, Last half, Next half, This year, Last year, Next year.
These options automatically adjust as time passes, making them useful for ongoing use such as enrolment rules.
Custom range
When you click on one of the four date filter types, you will also see a custom range option. Custom range allows you to define your own timeframe.
From the first drop-down, you can choose:
Less than or More than: enter a number and select days ago or days away
Between: enter two numbers and select days ago or days away
Specific: choose a From and To date using the calendar picker
All three drop-down fields must be completed.
The Less than, More than, and Between options are relative, meaning they automatically adjust over time. This makes them useful when saving a favourite search or creating an enrolment rule.
The Specific option uses fixed calendar dates.