Note: Each topic and pathway in your portal includes its own Enrolments tab, which displays a report-style view of all enrolments for that specific item. This view works like the All Enrolments report in Analytics but is automatically filtered to show only the enrolments for the applicable topic or pathway. It also includes bulk actions, which allow you to manage enrolments directly from this view.
Running an Enrolments report:
To run a report on a specific topic or pathway, go to its Enrolments tab.
Navigate to Admin → Knowledge and select either Topics or Pathways (depending on which type of knowledge you're wanting to review). Then select the title of your specific topic or pathway to open it.
Here you will see an Enrolments tab. Select this tab to be taken into the enrolments reporting area of the selected knowledge.
By default, the report shows details of all current enrolments, however, you can filter the report by:
Enrolment status (all, current or lapsed)
People (default and custom fields)
Enrolled By (search function to filter enrolment method by a keyword or key phrase)
Enrolment type (all, explorer, creator, assessor, or creator and assessor enrolments)
Progress status (each explorer's current progress status: pre-enrolled, unexplored, exploring, applying or completed)
Roles (any roles that exist in your portal)
Groups (any groups that exist in your portal)
Enrolled, due, completed and certified dates (selected periods of time or custom dates)
After selecting your desired filters, click the Apply Filters button to update the list of enrolments.
Follow our guide to learn how to save your favourite filters and download reports.
Performing bulk actions:
There are several bulk actions you can perform when running Enrolments reports from the Enrolments tab of a specific topic or pathway.
To use bulk actions, tick the checkbox beside each learner enrolment you want to update - the selected bulk action will then apply to all the ticked enrolments.
Note: You can also select larger groups of enrolments for bulk actions:
To select all enrolments currently shown on the page, tick the checkbox at the top of the column.
If the enrolment list spans multiple pages, click Select all filtered to select all enrolments in the current list across all pages.
Below is a list of bulk actions you can perform:
Unenrol from knowledge
Change due date
Remove due date
Set to completed
Change completed date
Change certified date
Reset enrolment
Retake knowledge
Prevent recertification
Allow recertification
Send email message