Use the Filters to search for Trainings by specific criteria. For example, you can find a training completed by a specific trainee and use it for review. To filter the trainings, click the Filters button in the top right corner of the Trainings screen.
The Filters pane opens.
To search for a particular training, use one of the following fields:
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Time period – Select a preset date period (for example, Today, Last 14 days, …) or provide a custom date range. The predefined selection is Last 14 days.
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State – Select a training state: Awaiting training, In progress, Completed.
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Team – Select a team for which the training was planned.
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Trainee – Select the assigned agent.
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Questionnaire – Select a questionnaire that has been used in training (selectable from the list of available questionnaires).
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Score – Provide a specific range of scores (in points or percentages).
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ID – Select the specific IDs of a training (provide From and To ID numbers).
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Deadline – Select a preset deadline value (for example, Today, Last 14 days).
Then click Apply. or Reset to clear the search fields.
Alternatively, click the More options icon (three dots) to display the possibilities:
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Reset filters to default – set all search fields to their default values,
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Reset all filters – clears all the search fields.
Exporting Trainings
To export trainings, click the Export button in the top right corner of the Trainings screen.
The export pane opens. It shows the number of active filters and the number of items available to export.
Click Export to export the list of Trainings details in the .xlsx file.
To export specific trainings, click the Filters button and apply filters as described above. Additionally, use checkboxes to select which trainings need to be exported. Then re-export the desired content.