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Example: You might want to create a report with data on all your salespeople learning plan completion data for people in your sales department who are based in a particular location, and then schedule it to be shared with the head of the Sales on a monthly basis so that they can keep track of the department's completions for important learning plans. To do this, you could create a User , schedule and share a custom learning plan report filtered in the following way:

  • You might filter by one or more existing sales-related communities, e.g., the Sales community.

  • If your organisation has a Department field, you might filter by a particular department, e.g., Sales.

  • If your organisation has a Job Title field, you might filter by job title, e.g., Sales representative.

  • If your organisation has a Location field, you might filter by a particular location, e.g., London.

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