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.

So, how do you set up some platform-wide exclusion attributes that you can then use for your team in these kinds of situations?

From your dashboard select Reporting followed by Reporting Exclusions:

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

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

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

To change an existing attribute, choose Edit:

… and Save your changes:

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

A recommended guide to look at next is Applying a reason to exclude someone from reports

You might also find these useful:

Managing new learners

Managing leaving/excluded learners