Filtering Reports – Sandler

The reports available in Sandler Online can be filtered to help customize the data pulled to the report being generated. The Filters screen opens and enables the user to drill down and get more specific by groups, company, courses, managers and participants. Mastering this functionality is important, this is used to launch many of the available reports.

Step 1.

Log in to the LMS by going to Learn.Sandler.com.
Click on Executive Reports on the top menu bar.
From the Reports box on the left, select Report.

Report Permissions:

Reports are role based and the role controls report parameters such as learners and displayed fields.

Report roles:

Administrative-This role enables LMS administrators the most comprehensive access. This includes all users and additional administrative fields in the report display.

Executive- This role is assigned to users in a role requiring data from their managers and their direct reports.

Manager- This role allows reports to be generated for direct reports only. The manager can only see report data for learners with their email address in the manager field.

Trainer-This role is assigned to the organization trainer, or anyone needing to manage reports and data for the organization or franchise.

Please note: The reports used in this article are generated under the Executive role and may vary slightly based on your role assignment.

Step 2. Select a report to run.

A report filter window will appear with parameters for the report. Possible filters:

- Groups: Find & click on Group(s) to select for the report.
- Company Names: Only if needed for specific persons/people
- Company Managers: Only if needed for specific person/people
- Users: Only if needed for specific person/people
- Courses: Using the drop down menu select the course(s)

Note: Not sure which filters to choose from? Use our Enterprise Report Calculator for more help!

Once filters are selected Click the OK button to run the report. The filters window will close and the report will begin running.

Note:

Based on the report you select the filter options may be slightly different.
You can select as little or as many filters as you like. Selected items will be highlighted in blue.
If you don’t want any filters scroll towards the bottom of the filter page and select OK.
Depending on how detailed the report is, it may take a longer amount of time for the report to generate.

Once the report is ready, the results will populate on the screen.

Additional Options:

Filters: Select if an adjustment is needed to the report
Export to PDF
Export to Excel: Most Used/Recommended
Send as Email: Least Used/Not Recommended

(example)