Filtering the training data for the Harassment in Higher Education course

Detailed instructions about how to filter the data specifically for the Harassment in Higher Education course

The following steps will show how to create a series of filters to refine the data as the Harassment in Higher Education course is only one of the courses included in the Compliance Report. These can be bookmarked for convenience when running reports in the future.

 

Filter the data down to the Harassment in Higher Education course

  1. Navigate to the right-hand side of the data, where there are pre-set filters for each field.
  2. Scroll towards the bottom of the list and select Training Providers.
  3. In the Training Provider filter, select Equality and Diversity Unit.
  4. Select the filter directly above the Training Provider called Training Course Name. This filter will now only include the Harassment in Higher Education course in the report. Tick to select it.

Apply three filters: two to exclude staff who have left the University and one to select staff only.

  1. Expand the Email filter and tick Select all.
  2. Then untick (Blank).
  3. Expand the Person Number filter and select Select all.**
  4. Then untick (Blank).
  5. Expand the Staff or Student filter and select Staff.

Note: **If you are analysing college data, you can skip steps 3 and 4 as college staff may not have a person number.

If you cannot find an individual in your filtered results, try re‑running your export or refreshing your dataset and include the blank Person Number. Occasionally, users with multiple affiliations only have a Person Number recorded against one of their affiliations, which means they may not appear unless the blank value is included.

 

Create a bookmark to make these filters your default

  1. Find the Bookmarks icon (from the list of icons in the top right-hand corner of the page) and select the drop-down arrow next to it.
  2. Select Add a personal bookmark.
  3. Name the bookmark.
  4. Select Make it the default view (optional). If set, the filters will be applied by default every time the report is opened.
  5. Select Save.

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