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Creating a reason to exclude from reports

Keeping your reporting accurate at all times!

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Written by Dave Branscombe

You’ve possibly read some of the other guides on reporting and may even have had some experience of it. If you’re using the reporting tools daily to manage your team’s learning compliance, then you’ll know that there will be times when you won’t achieve 100% compliance because one of your team is off sick, for example.

The good news is that it is very quick and easy to set up some platform-wide exclusion attributes that you can then use for your teams when you need to protect your completion statistics.

Creating an exclusion attribute.

From your Reporting menu, pick Other Tools followed by Reporting Exclusions:

You’ll see all the existing available exclusion attributes as a list:

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Choose Add Report Exclude Attribute to create a new one, in this example we’re creating a new ‘Furloughed’ exclusion reason:

Graphical user interface, text, application, email

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Give it a title and a short description and then Save.

To change an existing attribute, choose Edit:

Graphical user interface, application, Teams

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… and Save your changes:

Graphical user interface, text, application, email

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You now know how to set up the attributes for excluding people from reports.

The next suggested guide is Excluding people from reports

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