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 and pathways.
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 10 custom fields of demographics to use in your searches - fields defined by your organisation such as Position, Location, Title, Team and so on.
For details on how to apply filters, save favourite searches and download a copy of your results, see How can I filter my reports, save favourite filters and download a copy?.
Date filters
Date filters on the People page 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 a 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 - making them useful when saving a favourite search or creating an enrolment rule. The Specific option uses fixed calendar dates.
Enrolment rules
You can use a saved search as an enrolment rule for your topics. To do this, set and apply your filters, then click the Save Rule button. For more details, see How can I manage self-enrolment or create a catalogue of training?
For details on creating automated enrolment rules, click here.