Affinity Learning Inc.
  • 👋Hey, it's Affinity!
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • 🧑‍🤝‍🧑Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • 🔐Authenticating
      • 🔐Mandatory SSO Configuration
      • 🔐Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
    • 📩Invites
      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • 🏠Internal Organizations
      • Create an Internal Organization
      • Admin User Management
      • Learner Management
        • Invites
        • Removing
        • Merging
        • Leaves of Absence
        • Email Communications
        • Trainings
          • Nudges
          • Override Status
          • Override Due Date
          • Requirement Override
          • Add Notes
          • Bulk Management
          • Individual Bulk Training Management
      • Training Management
        • Assign a Training
        • Unassign a Training
        • Previewing a Training
        • Filtering Trainings
        • Reporting
        • Manage Trainings in Bulk
        • Training Quick Edits
        • Set Due Date
        • Required vs Optional
        • Open Course Catalog
        • Supporting Documents
        • Nudge
        • Via Sponsor
      • Dashboard
      • Reporting
      • Billing
      • Sponsor Onboarding
      • Slack Integration
      • Rules & Schedules
        • Nudge Schedules
        • Recurring Schedules
          • Advanced - Campaigns and Recurring Schedules
      • Notification Settings
      • Downloading PDFs
    • 🏛️External Organizations
      • Dashboard
      • Portfolio Management
        • Inviting Organizations
        • Performance
        • Reports
        • Details
      • Learner Details
      • Admin Management
      • Training Management
        • Assigning Training
        • Edit a Training
        • Reporting
        • Previewing a Training
        • Supporting Documents
      • Campaigns - External
        • Creating and Managing
      • Reporting Partners
      • Scheduled Reports
    • 📚LMS - Authoring
      • LMS Dashboard
      • Deleting a Training
      • Share/Review Links
      • Version Control
      • Structure of a Course
        • Section Management
          • Section Settings
        • Page Management
          • Page Settings
        • Name, Description, & Logo
      • Customizing Content
        • Custom Targeting
        • Custom Templating
        • Duplicating and Customizing Affinity Trainings
        • Theming
        • Design Settings
      • Grading & Tracking Settings
        • Question Response Data
      • Previewing and Publishing
      • Training Library Catalog
      • Editor Overview
        • Knowledge Based Questions
        • Section and Page Reordering
        • Media
        • Interactive Features
        • Tables
        • Column Layouts
      • Use Cases
        • Policy Attestation Example
      • Restricted Authors of Course
    • 📖Campaigns
      • Campaign Page
      • Campaign Detail Page
      • Create a Campaign
      • Create a Program
      • Program - Activate
      • Program - Learner Management
      • Program - Training Management
      • Program - Editing
      • Program - Delete
      • Campaign - Delete
      • Reporting
      • Advanced
      • Use with Recurring Schedules
    • 🖇️Reporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • 👩‍💻Learners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • ⏰Notifications
    • 📆Nudges
    • 🥇Trainings
      • Previewing a Training
    • 📄Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • 👩‍💼Managers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • 🛠️Quick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • 💳BNPL & BaaS Fintechs
    • 📊Growing Regulated Tech Company
    • 📈Revenue Driving & Sales
    • 🤹‍♂️People Operations
    • 📖Knowledge Management Platform
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On this page
  • Filtering all Instances
  • Filtering Individual Assignment Data
  1. Product Guides
  2. Internal Organizations
  3. Training Management

Filtering Trainings

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

PreviousPreviewing a TrainingNextReporting

Last updated 3 months ago

Filtering all Instances

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

  • Requirement status

  • Campaign Association

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.

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:

🏠
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
Click the dropdown to see filtering options
Enter your desired filter
Filtering by 'Engineering'