Filtering the People Log

Filtering the People Log

Filtering the People Log

The People Log's filtering system helps you find exactly the learners you need. Whether you're tracking completion for a specific channel or identifying users who haven't finished mandatory training, filters give you the precision to get actionable insights.


Overview

The People Log offers three layers of filtering:

  1. Content Type Filtering – Choose which type of content to report on

  2. Specific Content Filtering – Narrow down to particular items

  3. Advanced Filters – Build complex queries using user and behavioural properties

These layers work together, allowing you to create highly targeted reports.


Pre-requisites

Role Requirements

To use People Log filters, you need one of these roles:

  • Owner – Full access

  • Admin – Full access

  • HR – Full access

  • Reporter – Full access

  • Curator – Access if reporting permissions are enabled

  • Manager – Limited to direct and indirect reports


Quick-Start Guide

Step 1: Select a Content Type

From the People Log, use the content type selector to choose what you want to report on:

Content Type

What It Shows

Content Type

What It Shows

Channels

Completion rates for learning channels

Learnlists

Progress through curated content lists

Quizzes

Quiz completion and scores

Events

Event registration and attendance

Surveys

Survey completion rates

Exercises

Exercise submission status

Items

Individual content item completion

Step 2: Filter by Specific Content (Optional)

Click the content selector dropdown to choose specific items:

  1. Click Select content (or the current content name if one is selected)

  2. Search or scroll to find the content you want

  3. Click to add items to your filter

  4. You can select multiple items to see users assigned to any of them

💡 Tip: This is perfect for compliance tracking – select your mandatory training channel to see exactly who's completed it.

Step 3: Open Advanced Filters

Click Filter by to open the advanced filter panel. Here you can build sophisticated queries.

Step 4: Add a Filter

  1. Click Add filter

  2. Choose a property from the dropdown

  3. Set your operator and value

  4. The results update automatically

Step 5: Combine Multiple Filters

Add more filters and choose how they combine:

  • AND – Users must match all conditions

  • OR – Users must match any condition

You can create filter groups for complex logic like: (Team = Sales AND Location = London) OR (Team = Marketing AND Location = Manchester)


Functionality Breakdown

Behavioural Properties

Filter users based on their learning activity:

Filter

Description

Filter

Description

Has completed

Users who have completed specific content

Has not completed

Users who haven't completed specific content

Quiz score

Filter by score achieved on quizzes

Activity count

Users with a certain number of activities

Has attended event

Filter by event attendance

Has completed task

Filter by task completion

Time-based options for behavioural filters:

  • Any time

  • Before a specific date

  • After a specific date

  • On a specific date

  • Between two dates

  • Within the last X days/weeks/months

User Properties

Filter by user attributes:

Filter

Description

Filter

Description

First name / Last name / Full name

Search by name

Email

Search by email address

Job title

Filter by job title

Team

Filter by primary team

Sub-team

Include or exclude sub-teams

Location

Filter by user location

Specialism

Filter by areas of expertise

Labels

Filter by user labels

Language

Filter by preferred language

Role

Filter by system role (Admin, Manager, Learner, etc.)

On break

Users currently on a break

Is Manager

Users with manager status

Secondary Manager

Users with secondary manager assignments

Time zone

Filter by time zone

Invitation sent

Filter by when invitation was sent

Invitation accepted

Filter by when user accepted invitation

Hire date

Filter by employment start date

Leave date

Filter by planned departure date

Custom Fields

Any custom fields configured for your organisation also appear as filter options. These work just like standard user properties.


Example Filter Scenarios

Scenario 1: Compliance Tracking

Find users who haven't completed mandatory training:

  1. Select content type: Channels

  2. Select the mandatory training channel

  3. Add filter: Has not completed > [Channel name] > Any time

Scenario 2: New Starter Progress

Check how new starters are getting on:

  1. Add filter: Hire date > Within last > 30 days

  2. Review completion percentages for each new user

Scenario 3: Team-Specific Reporting

See progress for a specific team:

  1. Add filter: Team > Equals > [Team name]

  2. Optionally add: Include sub-teams if you want to see the whole department

Scenario 4: Quiz Performance

Find users who need support with a particular quiz:

  1. Select content type: Quizzes

  2. Select the specific quiz

  3. Add filter: Quiz score > Less than > 70


Frequently Asked Questions (FAQs)

Q: Can I save my filter settings?
A: Yes! Once you've configured your filters, use the Actions menu to save them as a report. See "Saving and Scheduling Reports" for details.

Q: Why don't I see certain filter options?
A: Some filters only appear when specific features are enabled for your organisation (e.g., Coach filters, Custom fields).

Q: How do I clear all filters?
A: Click the Reset button in the filter panel, or remove filters individually by clicking the X next to each one.

Q: Can I filter by multiple teams at once?
A: Yes. Add multiple Team filters with OR logic, or use the Include sub-teams option to capture an entire department.


Troubleshooting

Issue

Solution

Issue

Solution

No results showing

Check your filters aren't too restrictive. Try removing one filter at a time to identify the issue

Filter option missing

The feature may not be enabled for your organisation. Contact your Admin

Slow performance with complex filters

Try reducing the number of filter conditions or narrowing the date range

Can't filter by specific content

Ensure you've selected the correct content type first


Last Reviewed: November 2025