Reporting - How do I show mandatory and/or optional Courses in the Learning progress report?

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The Learning Progress report shows how your people are progressing with mandatory learning assignments. However, that's not the whole picture of their learning. In this article, we’ll show how to filter the Learning Progress Report to show optional learning - or a mix of mandatory and optional learning. 

By default, the Learning Progress Report is 'pre-filtered' to include only:

• Enabled users
• Enabled Courses
• Mandatory course assignments

These filters can easily be changed if required. However, it's important to note that the 'Mandatory/optional learning' filter is applied at two levels. 

Course-level filters are applied to the summary metrics on the main page of the report. Lesson-level filters are applied to the table data you'll see when selecting 'Lesson-level detail' or if you 'Drill through' from summary data.

Therefore if you wish to change the 'Mandatory/optional learning' filter, you'll need to do that in two places (this is not necessary for any other filters on the report).

In this article we'll cover:

• How to change the mandatory/optional filter at Course level (applied to the Summary page)
• How to change the mandatory/optional filter at Lesson level (applied to drill through and Lesson-level detail)

Watch the video and follow the steps below to see how:

Steps to change the mandatory/optional filter at Course level

1. Open the Learning Progress Report
2. Open the Filter panel:
3. Open the Course is Mandatory? filter
4. Change the filter to include/exclude mandatory and optional learning as required:

The summary level data visible in the report is now filtered as required. Note that if you drill through to further detail -or select 'Lesson-level detail' - you must follow the steps below to apply the same filter.

Steps to change the mandatory/optional filter at Lesson-level

The steps described above show how to update the Mandatory/optional learning filter for the summary page of this report.

However, if you subsequently select to view 'Lesson-level detail', the filter at Lesson level must also be changed to match. The same is true with drill-through. If you select to drill-through to see the detail behind a summary level stat, you must also check that the filter applied matches the selection made at Course level. 

For this example, we'll show how to change the filter when selecting 'Lesson-level detail'. When using drill-through, follow steps 3-5 only. 

1. Open the Learning Progress Report
2. Select Lesson-level detail:
3. Open the Filter panel. Note that the panel is divided into two sections - 'Filters on this page' and 'Filters on all pages'
4. Select the 'Mandatory learning?' filter in the 'Filters on this page' section:
5. Change the filter so that it matches the filter you applied at Summary level. In this example, we'll change the filter to show optional learning only:

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