Totara Talent Experience Platform Open Discussions

Reporting - Breaking out organizations

 
Training & Development
Reporting - Breaking out organizations
by Training & Development - Wednesday, 11 May 2022, 2:58 PM
 

Hello, 


When our system was set-up it seems the hierarchy includes everything as an organization. IE - Company, Branch, Department, and Role. An example attached. 

Because of this I'm having a hard time providing scheduled reports which will send information for users only in a certain Branch and/or creating a report where this can be separate columns in order to easily filter once in Excel. 

Please do let me know if you have any advice, or if this comes down to an issue with the way we set up users to start?


Thank you!

Craig Eves
Re: Reporting - Breaking out organizations
by Craig Eves (Totara Support) - Thursday, 12 May 2022, 8:37 PM
Group Totara

Hi

To limit the records to an organisation the user belongs to select the Content tab and 'Show by the user's current organisation.

To limit the records for an organisation the select the Filters tab and the 'User's organisation field. Apply the filet and save the search and select the saved search in the scheduled report.

Include the Users organisation as one of the columns so when you export this to a CSV you can filter by this column.


Regards