# Management

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## Accessing the Team-Manager Dashboard

- Sign in with a **Team Manager** role.
- You land on the **Reports** section by default.


## Reports for Individual Learners

### Filter Options

- Set a **date range**.
- Search by **pathway**, **learner name**, or **enrollment status**.
- Click **Apply Filters** to update the list.
- Remove filters to view every learner you manage.


### Download

- Click **CSV** to export the filtered (or full) learner list.


## Group Reports

- Shows all teams you manage (e.g., five groups in this demo).
- Use the same **filter bar** to narrow results.
- Export a **CSV** for group-level data.


## Notifications

*(Covered in a separate demo, but key points included here)*

- Send messages to specific **learners**, one or more **teams**, or an **individual**.
- Choose delivery channel:
  - **Email**
  - **Events** (in-platform)
  - **Others** as enabled
- Optional: **schedule** a send date.
- Type your **message** and **preview** it before sending.


## Assignments

- You can assign any of the following to learners or entire teams:
  - **Courses**
  - **Programs**
  - **Pathways**
  - **Skills**
  - **Credentials**


### How to assign:

- Select the **item type** (e.g., Course).
- Choose the specific **course**, **program**, etc.
- Search for a **learner** or select a **team**.
- **Confirm** to add the assignment.
- All **active assignments** appear in the list below.


## Downloads

- Access the same report types tenant admins see, but scoped only to the **learners and teams** you manage.
- Use these files for **deeper analysis** or **record-keeping**.


## Key Takeaways

- **Reports** give learner-level insights with flexible filtering and CSV export.
- **Group Reports** mirror that functionality for entire teams.
- **Notifications** let you reach learners directly from Analytics.
- **Assignments** enable quick enrollment in courses, programs, and more.
- **Downloads** provide segmented analytics identical to tenant-admin reports—only limited to your own teams.


With these tools, a **Team Manager** can monitor progress, communicate with learners, and assign learning paths—all without tenant-admin privileges.