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Qualified Incentive Users

the report now includes users who are still working toward qualification

 

What Is the Qualified Incentive Users Report?

The Qualified Incentive Users report helps you track learners who are working toward or have qualified for incentives associated with incentivized playlists.

Use this report to:

  • Identify learners who have qualified for an incentive
  • Review progress toward incentive qualification
  • See which required modules are completed, in progress, or unopened
  • Access available learner information for incentive fulfillment
  • Review responses to custom registration questions, if configured

A learner qualifies for an incentive by completing all required content within an incentivized playlist during the incentive period.

Learner Registration and Report Data

Learners can complete an incentivized playlist without registering. However, the identifying information available in the report depends on your program’s registration configuration.

Registered learners may have information such as their first name, last name, email address, and custom registration responses available in the report.

If collecting learner information is important for incentive fulfillment, plan how learners will provide the required information before launching your incentive.

How to Access the Report

  1. Log in to Foundry.
  2. Select Insights, then Reports.
  3. Select Qualified Incentive Users from the available reports.

If you don’t see the report, contact your Customer Success Manager to confirm whether incentives are enabled for your program.

What’s Included in the Report?

Available information may include:

  • User information
  • Program Name
  • Playlist Name
  • Diagnostic Name
  • Incentive Title
  • Qualification Status
  • Incentive Qualification Date
  • Modules Completed
  • Modules in Progress
  • Modules Unopened
  • Custom registration responses, if configured

The learner information displayed may vary based on your program’s registration settings.

Understanding Module Progress

The report helps you understand which requirements a learner has completed and what remains before they qualify.

  • Modules Completed: Required modules the learner has completed
  • Modules in Progress: Required modules the learner has started but not completed
  • Modules Unopened: Required modules the learner has not started

Use these details to review progress within the incentivized playlist.

Find and Filter Report Data

Use the available search, filter, and sorting options to focus on the information you need.

Options may include:

  • Search by learner first or last name
  • Date Range
  • Program Name
  • Playlist Name
  • Diagnostic Name
  • Incentive Title
  • Team Manager
  • Qualification Status
  • Sort Column and Sort Order

For example, filter by playlist, incentive, qualification status, and date range when preparing to fulfill a specific incentive.

Download the Report

You can download the report in the following formats:

  • CSV: Analyze the data in a spreadsheet or import it into another system
  • PDF: Share or print a copy of the report
  • Image: Add a visual copy of the report to a presentation or summary

To download the report:

  1. Select the Download menu in the upper-right corner.
  2. Select your preferred format.

Ways to Use the Report

  • Incentive Fulfillment: Identify learners who qualified and use available contact information to support reward distribution.
  • Qualification Tracking: Review which learners have qualified and which are still completing the required content.
  • Playlist Progress: See which required modules are completed, in progress, or unopened.
  • Custom Registration Insights: Review available registration responses to better understand qualified and participating learners.
  • Internal Reporting: Download report data for additional analysis or stakeholder updates.

Best Practices

  • Set clear start and end dates for your incentive.
  • Clearly communicate the qualification requirements to learners.
  • Plan how you will collect the learner information needed for incentive fulfillment.
  • Encourage registration when you need identifiable learner information in reporting.
  • Filter by qualification status to separate qualified learners from those still working toward completion.
  • Use module progress to understand what participating learners have completed and what remains.
  • Pair this report with the User Report when you need additional information about learner activity.
  • Review and protect downloaded learner information according to your organization’s data-handling policies.