People Log for Advanced Groupings
People Log for Advanced Groupings
View learning progress for users in an Advanced Grouping. Advanced Groupings are dynamic user segments based on complex filter criteria – perfect for tracking progress across custom-defined populations that don't fit neatly into your team structure.
Overview
The Advanced Grouping People Log displays completion data for users who match your grouping's filter criteria. This is particularly useful when:
Tracking cross-functional initiatives – Users from multiple teams on the same project
Monitoring specific demographics – Users by location, hire date, or custom field values
Compliance by criteria – Users who need specific certifications based on their role
Dynamic populations – Groups that change as users join, leave, or change attributes
Pre-requisites
Role Requirements
To access the Advanced Grouping People Log, you need one of these roles:
Owner – Full access to all groupings
Admin – Full access to all groupings
HR – Full access to all groupings
Reporter – Can view groupings they have access to
Advanced Grouping Setup
You need at least one Advanced Grouping configured. See the Advanced Groupings documentation for setup instructions.
Quick-Start Guide
Step 1: Navigate to the Advanced Grouping People Log
From the left-hand sidebar, click Reporting > People Log
If you have access to Advanced Groupings, you'll see a grouping selector
Or access directly:
Navigate to Manage > Advanced Groupings
Click on a grouping
Select View Activity or People Log
Step 2: Select an Advanced Grouping
Use the Advanced Grouping selector to choose which grouping to view:
Type to search by grouping name
Select from the dropdown list
The user list updates automatically
Step 3: Review Progress
The People Log shows all users currently in the selected grouping:
Standard columns: Name, Team, Manager, Assigned, Completed, Not Completed, Completion %
Filter by content type
Apply additional filters
Export to CSV
Step 4: Switch Between Groupings
Use the selector dropdown to quickly switch between different Advanced Groupings without navigating away.
Functionality Breakdown
Dynamic User Membership
Advanced Groupings are dynamic – users are included based on whether they match the grouping's filter criteria at any given time. This means:
New matches – Users who start matching the criteria are automatically included
No longer matching – Users who stop matching are automatically excluded
Real-time accuracy – The People Log always shows current membership
💡 Tip: If you need a point-in-time snapshot, export the data or save a report.
Grouping Refresh
Advanced Groupings periodically refresh their user membership. You may see:
Refreshing indicator – Shows when the grouping is updating its member list
Last refreshed – Timestamp showing when membership was last calculated
Manual refresh – Use the refresh button to trigger an immediate update
Combined with Filters
You can apply additional filters on top of the grouping:
Start with all users in the grouping
Add content type or specific content filters
Add behavioural or user property filters
The result is the intersection of all criteria
Example:
Advanced Grouping: "All UK Employees"
Content filter: "Compliance Channel"
Behavioural filter: "Has not completed"
Result: UK employees who haven't completed the compliance channel
Use Cases
Cross-Departmental Projects
Track training completion for a project team spanning multiple departments:
Create an Advanced Grouping with project team members (using labels or custom fields)
View the People Log for this grouping
Filter by project-specific training content
Monitor completion across the entire project team
Location-Based Compliance
Ensure employees in specific regions complete required training:
Create an Advanced Grouping filtered by location(s)
View the People Log
Filter by compliance content
Export for audit purposes
New Starter Cohorts
Track onboarding progress for recent hires:
Create an Advanced Grouping with hire date filter (e.g., last 30 days)
View the People Log
Filter by onboarding content
Identify new starters who need support
Role-Based Training
Monitor training for specific job functions:
Create an Advanced Grouping filtered by job title or custom field
View the People Log
Filter by role-specific training
Track professional development progress
Refresh and Performance
Understanding Refresh
Advanced Groupings don't update instantly. The refresh schedule determines how often membership is recalculated:
Refresh Interval | Best For |
|---|---|
Daily | Most groupings – balances accuracy with performance |
Hourly | Time-sensitive tracking where membership changes frequently |
Manual only | Static or rarely-changing populations |
Performance Tips
For large Advanced Groupings:
Apply filters to narrow the user list before analysing
Use content-specific exports rather than full data dumps
Consider the refresh interval when making time-sensitive decisions
Frequently Asked Questions (FAQs)
Q: Why doesn't the user count match what I expect?
A: Advanced Groupings are dynamic. Check when the grouping was last refreshed. Users may have joined or left based on changed attributes.
Q: Can I create an Advanced Grouping from the People Log?
A: Yes. When you've configured filters in the People Log, you can save them as a new Advanced Grouping using the Actions menu (if you have permission).
Q: What happens if I delete an Advanced Grouping?
A: The grouping is removed, but the underlying users remain in the system. Any content assigned to the grouping remains assigned to those users.
Q: Can I combine multiple Advanced Groupings?
A: Not directly in the People Log view. Consider creating a new grouping with combined criteria, or run separate reports.
Troubleshooting
Issue | Solution |
|---|---|
Grouping not appearing in selector | Check you have permission to view the grouping. Contact an Admin if needed |
User count shows zero | The grouping may be refreshing, or no users currently match the criteria |
Users seem outdated | Check when the grouping was last refreshed. Use the refresh button to update |
Slow performance | Large groupings take longer to display. Apply filters to narrow results |
Cannot create grouping from filters | You need appropriate permissions. Contact an Admin |
Last Reviewed: November 2025