This article explains each filter type available in SMART reports to help you customize and analyze your training data effectively. Whether tracking user progress, training status, or specific activities, this guide will help you get the most out of your reports.
Note: Not all filters are available in all reports. Some filters are not available for selection until a prerequisite filter is selected.
Filter Name | Filter Description |
Activity Date |
The date the qualification activity occurred or will occur:
|
Activity Status |
The status of the training activity. Statuses include:
|
Activities from Previous Qualifications |
When selected, will include activities from previous qualifications. |
Answer Status |
The status of the user's answer. Statuses include:
|
Archived Users |
When selected, includes archived users in the report. |
Delivery Method |
The method used to deliver the training. Methods include:
|
Detailed Status |
The status of the training activity. Statuses include:
|
From Date |
The initial or start date in which you want the range to include. |
Group Filter |
A specific system and/or corporate group, or groups based on HR integration settings:
|
Learning Plan |
The selected learning plan the report will run data from. Multiple Learning plans can be selected. |
My Admin Groups |
The groups in which you have admin access to and want to include data on. One or multiple groups can be selected. |
Observation |
The selected Observation the report will run data from. One or multiple Observations can be selected. |
Parent Activity |
The parent course to be selected for the report. It will include child courses. |
Period |
Includes a predetermined date range based on the last set of days or next set of days. |
Qualified Date |
The date range the user was or will be qualified:
|
Qualification Expiration Date Range |
The qualification expiration date range which can be set to:
|
Qualifications Status |
The selected user status the report will run data from:
|
Retired Plan |
When selected, the report includes Learning Plans that are retired and no longer active. |
Retired Qualifications |
When selected, the report includes qualifications that have been retired. |
Subscriptions |
When selected, the report includes future Learning Plan subscriptions. |
Supervisor |
Select users with supervision access. The report will include user data supervised by the designated supervisor. One or more users with supervision access can be selected. |
To Date |
The final or end date in which you want the range to include. |
Training Status |
The status of the training activity:
|
User Plan Completion Status |
The current status of the user learning plan:
|
Validated Users |
When selected does not account for users that have not yet been validated. |
Worksites |
The worksite to be included in the report. One or multiple worksites can be selected. |