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Select Groups and Users

The Group / Users filter allows you to select specific groups, subgroups, or users. When the report is run, the results will only include data for the groups or users you selected. You can choose to filter by either Groups or Users, but not by both at the same time.

Note: Visibility of groups and users within this filter is determined by the User/Group Filter Scoping option in the Skillport Administrator UI and your user privileges. See User and Admin Privileges for more information.

To access the Group/Users filter

  1. From the menu click Templates.
  2. Select the desired template.
  3. Click Edit. The Template window displays.
  4. Click the Group / Users tab. The following screen displays:

    Group / Users Filter

The Group/Users filter includes the following sections:

  1. Search Tool - Allows you to search for specific groups or users.
  2. Groups or Users list - Displays the list of groups or users you have permission to view.
  3. Selected groups or users - Displays the list of selected groups or users you want to include in your results.
  4. Additional Filters - Displays a variety of filters based on the template chosen. In Books and Videos reports, the Subscription ID filter displays above the search tool.

    Note: In some templates, the Group or the User option may not be available. For instance, the Group Learning Plan Assignments template does not allow you to filter by user, since this is a group specific report.

Selecting Groups or Users

To search for specific users or groups

  1. Select either the Users or Groups option.
  2. Enter your search criteria in the text field.

    For Users, enter a login name, first name, or last name.

    For Groups, enter a group name or org code.

  3. Click Search. The users or groups that match your criteria display.

    If no results were found, you are prompted to click Refresh to display the entire list.

To select users or groups

  1. In the Groups or Users list (section 2 in the above graphic), select the desired Users or Groups. Use the CTRL or Shift keys to select multiple rows.
  2. Click the selection arrow, or drag the selection to the right pane. The selected users or groups are added to the selected list (section 3 in the above graphic).

To remove users or groups from the selection

  1. In the selected users or groups list, select the desired Users or Groups.
  2. Click Remove.

Using Additional Filters

Depending on the Template type accessed, the following filters may be available on the Group/Users Filter tab. To select an option, choose from either a drop down or place a check in the corresponding check box.

  • Subscription ID - In Books and Videos reports, this filter allows you to select users based on their current Subscription ID. Only the users assigned the currently selected ID will display in the User filter.
  • User Status - Select users based on their current status of Activated or Deactivated. Select both options to include all users.
  • User Role - Provides the ability to filter users by their current role. You can select one, or multiple, roles of either End User, Manager, Administrator, Company Administrator, or Super Administrator.
  • Seat Status - Provides the ability to specify users' seat status. Select Any, Occupied, or Deleted.
  • Privilege - Provides the ability to filter users based on their current privilege. You can select one, or multiple privileges. For a complete list see the User Privilege report in the Reports Definition document.
  • Only Show Assets Assigned Through Selected Group's Learning Plan - Only includes activity for assets in a group's Learning Plan, and only for groups explicitly selected. Does not include activity for assignments inherited by a group's parent group.

The Select Subgroups and Rollup Members of Subgroups check boxes effect how your users and subgroups are displayed within the results.

  • Select Subgroups - Include all subgroups of a selected group.
  • Rollup Members of Subgroups - Include a subgroup's members and treat them as if they are members of the selected parent group.

These two check boxes can work independently or together, and there are four scenarios for displaying the data. The example below demonstrates the effects of checking and unchecking these options.

For this example, the groups and users are structured as follows:

Group A is the selected group. Group B and Group C are subgroups of Group A.

Group A

  • User 1
  • User 2
  • Group B
    • User 3
    • User 4
  • Group C
    • User 5
    • User 6

When you run reports based on these scenarios, the results will include the following rows of information for each user:

If you select group A and leave both check boxes unchecked, only the users from Group A will be included.

  • User 1    Group A
  • User 2    Group A

If you select group A and check only the Select Subgroups check box, the users from the selected group and the subgroups will display as follows:

  • User 1    Group A
  • User 2    Group A
  • User 3    Group B
  • User 4    Group B
  • User 5    Group C
  • User 6    Group C

If you select group A and check only the Rollup Members of Subgroups check box, the users from the selected group and the subgroups will display, however the users will be listed as if they are all members of the parent group.

  • User 1    Group A
  • User 2    Group A
  • User 3    Group A
  • User 4    Group A
  • User 5    Group A
  • User 6    Group A

If you select group A and check both check boxes, the users from each group will display as if they are members of their subgroup and the selected parent group. Some users will be duplicated in the list.

  • User 1    Group A
  • User 2    Group A
  • User 3    Group A
  • User 4    Group A
  • User 5    Group A
  • User 6    Group A
  • User 3    Group B
  • User 4    Group B
  • User 5    Group C
  • User 6    Group C