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  • Apply filters to narrow down the data and make it more relevant - such as excluding certain fields or only including data specific to a certain thing, such as completions . For example, if you are creating a custom learning plan report, you might only want to include data for one particular learning plan.

  • Schedule it to be generated automatically on a regular basis (such as daily, weekly, or monthly)

  • Share it with users who might need to see it

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