How do I add or remove columns from my dashboard view?

Before You Start

What You'll Need

Administrative access to the EasyLlama dashboard
Access to the Learners tab
Understanding of which data columns are most relevant to your workflow

Quick Reference

Personal view only: Column changes affect only your account, not other admins
Required columns: Name and Email cannot be unchecked
Optional columns: All other columns can be toggled on/off
Instant update: Changes apply immediately after clicking Apply

Customize Your Learners Tab Columns

Step 1: Navigate to Learners tab

Log in to the Dashboard
From the left navigation menu, click Learners.

Step 2: Access column selector

Click the Columns button located near the top of the Learners tab.

Step 3: Select your desired columns

A pop-up appears showing all available columns:

Column	Required?	Description
Full Name	✅ Required	Learner's full name
Status	✅ Required	Training completion status
Email	Optional	Learner's email address
Role	Optional	Supervisor/Non-supervisor status
Groups	Optional	The group the user belongs to, if any
Title	Optional	Job title
Department	Optional	Assigned department
Location	Optional	Assigned work location
Region	Optional	Training region (determines course versions)
Industry	Optional	Set Industry (determines course versions)
Renewing On	✅ Required	Recertification Date
Due	Optional	Course completion deadlines
Trainings	✅ Required	All Trainings assigned to the Learner
Added On	Optional	The date the learner was added
Last Notification Sent	Optional	The date the last notification was sent to the learner
Next Notification On	✅ Required	When the next notification will be sent to the learner
Internal Notes	Optional	Notes added to the Learner Profile
Start Date	Optional	Hire or start date
Employment Type	Optional	Full-time, Part-time, Contractor, etc.
Phone	Optional	Contact phone number
Preferred Name	Optional	The learner’s preferred name
Manager	Optional	Learner's assigned manager
Custom Fields	Optional

To select/deselect columns:

Click the bubble/checkbox to the right of each column name
Grayed out/selected bubbles = required columns (cannot be changed)
Clickable bubbles = optional columns (toggle on/off)

Step 4: Apply your changes

Once you've made your selections, click Apply at the bottom of the pop-up.

Step 5: View your customized table

The Learners tab immediately refreshes to show only the columns you selected. Your personalized view remains active for future sessions.

Understanding Column Behavior

Data sources

Most columns pull from learner profile data (manual entry, file upload, or HRIS sync)
Some columns (Progress, Status) are calculated based on training activity
Manager data requires managers to exist as learners in the system

Sorting and filtering

After customizing columns, you can:

Click column headers to sort by that field
Use filters to narrow displayed learners
Export the current view to CSV (exports all data, regardless of displayed columns)

Helpful Tips

Be sure to apply changes

Selecting columns doesn't save until you click "Apply" at the bottom of the pop-up.

Column changes only affect you

Column customization is per-user only. Other admins see their own personalized views.

Use column selection with filtering

Columns control which fields display, not which learners appear. Use Filters to limit displayed learners.

What's Next?

Quick Questions

Can I save multiple column views?

Not currently. You have one personalized view that you can change anytime. Use filters to quickly adjust what you see within that view.

Why can't I remove the Name and Trainings columns?

These are required identifiers for all learners. Every admin view must include them.

Will my column choices affect exported reports?

No. Exports include all available data columns, regardless of which columns you have displayed. Your view only affects on-screen display.

Llama Fact: Llamas have excellent peripheral vision and can focus on what matters most—similar to how customizing your columns lets you focus on the learner data that matters most to you!