Filtering Trainings

Describes the various ways you can filter training data for assignments.

Filtering all Instances

You can filter all instances for a given training, by:

  • Requirement status

  • Campaign Association

The filter icon on the far right will open the filter menu for these options.
Filter Options - Shown is an example of toggling the requirement filter

After setting these filters, the only available instances remaining will be those which match your filters.

Filtering Individual Assignment Data

You can also filter the data within an individual assignment, such as which learner names, emails, roles, department, and more.

Click the dropdown to see filtering options
Enter your desired filter

Filtering learners when assigning trainings can be helpful for assigning to only certain categories of learners, like:

  • Sales

  • Operations

  • Engineering

You can also filter by groupings such as department, title, and state/region:

Filtering by 'Engineering'

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