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How can I run an Enrolments report or manage enrolments for a specific Topic, Article or Pathway?
How can I run an Enrolments report or manage enrolments for a specific Topic, Article or Pathway?

Individual Topics, Articles and Pathways, have the ability for you to run an Enrolments report for them. You can also perform bulk actions.

Kathleen McGahey avatar
Written by Kathleen McGahey
Updated over a week ago

Running an Enrolments Report:

If you would like to run a report on a specific Topic, Article or Pathway, you can do so via the specific Topic, Article or Pathways 'Enrolments' tab.

Navigate to Admin โ†’ Knowledge and select either Topics, Articles or Pathways (depending on which you wish to view). Then select the title of your specific Topic, Article or Pathway to be taken into it's specific page.

Here you will see an Enrolments tab, select this tab to be taken into the reporting area of enrolments for your 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)

  • Categories (any categories that exist in your portal)

  • Enrolled By (search function to filter on enrolment method by a keyword or keyphrase)

  • Progress status (each explorer's current progress status: pre-enrolled, unexplored, exploring, applying or completed)

  • Roles (any roles that exist in your portal)

  • Enrolled, due, completed and certified dates (selected periods of time or custom dates)

After creating a filter, you can save it as a favourite search using the 'Save Search' button. Favourite searches are available when you click the star button (next to the 'Save Search' button).

To clear all applied filters, click the 'Reset' button.

Report downloads

You can download your report as a CSV file using the download button.

When you download reports, CSV files are generated in the background. Once ready, they can be accessed (and downloaded to your computer) from the Downloads area of Analytics.

Your downloaded Enrolments reports fr your specific Topic, Article or Pathway will be available to you for 30 days following their download, and are not visible to other users.

For auditing purposes, all downloads are recorded in the Timelines report.


Performing Bulk Actions:

You may also like to perform enrolment bulk actions against a specific Topic, Article or Pathway, below is a list of actions you can perform after you have selected the checkbox next to a learners name.

  • Unenrol from knowledge

  • Change due date

  • Set to completed

  • Changed certified date

  • Reset enrolment

  • Retake knowledge

  • Prevent recertification

  • Allow recertification

Selecting the action from the list above will perform the action for the selected learners.

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