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How can I see all of the people who have / haven't completed X, Y and Z?

One of the most useful reports to see is who has and who hasn't completed 'something' (item, learnlist, task etc.). The filters on our people log help you to combine various pieces of logic

Go to the 'People log'

The 'People log' can be found under Activity > People log and shows a full list of all users and their completion rates across items, learnlists, channels etc. By clicking on 'Advanced filters' above the people log table you can begin to combine filters in a way that lets you see exactly what you need to.

To find out more about how to use the people log click here

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Filters: Definitions

Behavioural properties:

Based on an action that the user has taken, for example whether they have or have not completed something, how many times they have done something or what score they got on a quiz

  • Property: The property itself starts the phrase, including 'Has', 'Hasn't' (as in has/hasn't completed something), 'Count of' (e.g. count of items completed) and 'Score on quiz' (e.g. score on quiz is over 50%)
  • Action: The action is the verb associated with the activity. So for example using the behavioural properties you would say 'Has' 'completed' 'the item' 'Marketing essentials' here 'Completed' is the action
  • Type: Across the site there are different types of 'objects' for example items, quizzes, learnlists etc.
  • Operator: If using the 'Count of' or 'Quiz score' you will need to pick an 'Operator' this is for example equals, greater than, less than etc. (e.g. 'Count of completed items is greater than 5)
  • Value: Again if using the 'Count of' or 'Quiz score' you need a relative number. So for example 'Count of completed items is greater than 5'. In this case '5' is the value.
  • Name: The name of the item, quiz etc. can be typed in to pull up the appropriate filter.

User properties:

An attribute that belongs to the user and is typically fixed (though may change from time to time e.g. Teams).

  • Property: Some property examples include their name, location, time zone etc.
  • Operator: Depending on the format selected, this can change. For example if it is based on a date such as 'Joined date' the Operator can be On/After/Before, whereas if it is based on their name it can be Contains/Equals/Does not contain etc.
  • Value: This is the value of the property, so for example if it's 'Location contains...' it might be London or even 'Lon'

Filters: And/Or logic (or exception reporting) with examples

Complex combinations of filters can be used to really refine your results to create 'exception reports. Here's how:

Adding your first combination

When you click 'Advanced filters' the first filter option shows up inside of a white box. Add your first set of filters here.

  • Add filter number 1, whether it is a behavioural or user property
  • Click 'Add filter' to add another
  • Between the two there is an 'And' this means any results will fit both criteria

Change the toggle within the 'Filter group' (optional)

In the white box, you will now see your options. If you move to the bottom right hand side of this box you will see a toggle for 'And/Or':

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  • And: This will combine the logic. For example if I want to see all of the users in London who have completed the Learnlist 'Pre-induction' I would say Location equals London AND Has completed Learnlist 'Pre-induction'
  • Or: This will be used when two or more options have a similar 'weighting'. For example if you want to see all of the users who have watched a video on fire safety, or watched a presentation on fire safety you could put 'Has watched video 'Fire safety' OR 'Has watched presentation 'Fire Safety'

Adding another 'Filter group'

By adding another box (or multiple boxes) you can combine logic, for example:

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Box 1 contains OR logic: In this example we are looking for people who are in the London office OR the Paris office

Box 2 contains AND logic: We want to see all of the people who have completed the Item 'What is Leadership' AND 'Seth Godin's leadership workshop'

The result: The result will therefore show anyone within either office who have completed both items

Toggling And/Or between 'Filter groups'

You may wish to combine And logic within Filter groups with Or logic between filter groups if two scenarios have equal weighting. This can be done by using the toggle in the bottom right hand corner of the 'Advanced filters' section. See the image below to make this clearer...

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Box 1 contains AND logic: For example 'Team equals Human Resources' AND 'Has attended event 'All hands meeting'

Box 2 contains AND logic: For example 'Team equals Research' AND 'Has attended event 'All hands meeting'

Between 'Filter groups' is toggled to 'OR': This filter is then applied between all 'Filter groups'

Result: The list of users shows anyone who is either part of the Human Resources team or Research team and has attended the 'All hands meeting'. You can see that you could also combine this logic the other way around by using the OR filters within the filter groups and the AND filters between filter groups.