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How to Use Filtered Lists

The Filtered Lists feature in Wisenet is a powerful tool for interacting with your data. You can filter and sort records before completing bulk actions. Filtered list pages are found throughout Wisenet, e.g. Learners, Course Enrolments, Courses, Units, and Invoices and allows saving favourite filters.

On these pages, you can:

  • Filter a set of records by specific fields and values
  • Review and discover records
  • Update selected records
  • Save your filtered views by using Saved View
  • Send emails/SMS to selected records
  • Export selected records to a range of export options

Add a Filter

  1. Navigate to the relevant LRM page.
  2. Click on the Add Filter link.
    • Select the field you wish to filter by.
    • Depending on the field you select, more filtering criteria will appear.
  3.  Click Done.
    • Your filtering criteria will show on top of the filtered search results.
  4.  Add more filters if needed.
  5. To remove a filter click on the red X.

Other Search Functionalities

Search box

Sort By

Use the arrows to sort by column.

Saved Views

Create a Saved View for a set of filters that you frequently use.

  1. Add your filters.
  2. Click on the Saved Views icon.
  3. A pull-out drawer will open.
  4. Enter a Name for your Saved View.
  5. Click Add.
  6. Your new Saved View will appear under the Saved Views section.

NOTE: To access Saved Views, click on the Saved Views icon.

Select records

Select records to trigger actions. To select records:

  • Individual Record: Tick the checkbox next to the record.
  • Select All Records on Page: Click Select > All on Page.
  • Select All Records: Click Select > All Records to select all records matching the filtering criteria. This option appears only after applying at least one filter.

Bulk Edit Records

  1. After filtering and selecting records, click Action > Edit
  2. The fields you can edit depend on the entity (e.g. Learner, Course Enrolment, Unit, etc.)

NOTE: You can also bulk send emails and SMS

Data Export

Export data from Wisenet in CSV format.

Learn more: Data Export

Filtered Lists in detail