How to filter a list of users or groups

Where you may have a long list of items, for example in a page listing users or courses, the Filter feature allows you to define the types of items you want displayed in the list. This helps you find the items you want and not have to scroll through long lists of items you are not interested in. You do this by defining the criteria for the items you want to view. Only items matching your criteria will then be displayed.

For example, if you are in the List of Users page, you may need to view users within a particular group, who also have a certain manager. You would open the Filter Options window (in the List of Users page the default setting is to filter based on Username).

You would then select 'Group' from the first listbox.

Then select the group you want to view from the second listbox and Add this criteria. You can then select your second criteria in the same way and Add that. In this example you want to view all the users whose manager is Ben Smith.

When you click OK only those users matching these two criteria will be listed.

As another example, in the List of Courses page, you may only want to view courses with the word 'Excel' in the title. You would then define this as a criteria and only those courses would be listed. You can have as many criteria in a filter as you like. You may only want to view courses with Excel in the title that are one day duration. You would then set your filter to have both of these as criteria. The following screenshot shows this filter defined.

When filtering a list of users you can choose criteria based on name, department, learning path and region, among many others.

The Filter feature is available in all the pages listed under the See also section at the bottom of this page.

Filtering a list:

Click the Filter button at the top of the page.
The Filter Options window will display.
From the first listbox select the type of criteria you want to define.
From the next two listboxes define your value for the selected criteria. For example, must contain a certain word, or define what you don't want in the list by selecting 'is Not' or 'does not contain' and entering the text not to be included.
If you want to define more than one criteria for the filter click Add.
Your first criteria will display in the window and the fields will clear ready for you to define the next criteria.
Define your next criteria in the same way you did the first. You will now also need to select whether this and any subsequent criteria are as well as the first, or instead of, by selecting 'And' or 'Or' from the first listbox.
Click Add.
When you have defined all your criteria for the filter click OK.
The list page will now redisplay, only showing those items that match your filter.