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User Report

Track learner activity, registration details, and engagement across your Achieve programs

What Is the User Report?

The User Report provides a comprehensive list of all users who have interacted with your Achieve program. It includes both registered and guest users and displays their engagement status, registration details, and responses to any custom registration questions.

This report is especially useful for admins and advisors who want to:

  • Monitor learner progress
  • Identify who has registered vs. who has not
  • Understand how learners are engaging with content
  • Export data for incentive fulfillment or internal reporting

How to Access the User Report

  1. Log into Foundry.
  2. Select Insights, then Reports.
  3. Select User Report.

If you don’t see this report, contact your Customer Success Manager to confirm whether it’s enabled for your program.


What’s Included in the Report?

Each row in the report represents a unique user and includes:

  • First and Last Name (for registered users)
  • Username
  • Registration Date
  • User Type (Guest or Registered)
  • Engagement Status (In Progress, Completed, Unopened, or Blank)
  • Custom Registration Fields (if configured)

Metric Definitions

  • Guest Users: Learners who use your Achieve program without creating an account. Available information for guest users is limited.
  • Registered Users: Learners who created an account using an email address or social login (Google or Facebook) and engaged with a program. Their data is tied to identifiable information and can include custom registration responses.

Understanding Engagement Status

  • In Progress: The learner clicked into a learning activity but has not completed it.
  • Completed: The learner completed the activity after starting it.
  • Unopened: The learner clicked into a playlist but did not click into any learning activity.
  • Blank: The learner did not click into the playlist or any content within it.

Filters and Sorting Options

You can filter or sort the report by:

  • Date Range
  • Program Name
  • Playlist Name
  • User Type (Guest or Registered)
  • Custom Registration Fields
  • Team or Advisor (if applicable)

These filters help you narrow down results to specific campaigns, timeframes, or advisor teams.


Download the User Report

You can download User Report data for additional analysis or reporting. When downloading the report, choose whether you want to download the current page or all pages of user data.

To download:

  • Click the Download dropdown in the upper-right corner of the screen
  • Select your preferred format

Use Cases for Achieve Partners

  • Incentive Fulfillment: Combine this report with the Qualified Incentive Users report to verify completions and gather contact details.
  • Learner Follow-Up: Identify registered learners who have not yet started available content to inform follow-up strategies.
  • Program Evaluation: Use learner activity and engagement data to identify patterns that can help inform your outreach and content strategy.
  • Custom Reporting: Export data with custom registration fields to analyze learner demographics or referral sources.

Best Practices

  • Encourage learners to register to ensure their data is captured in full.
  • Use filters to focus your report on the learners, programs, or activity most relevant to the question you're trying to answer.
  • Pair this report with the Enrollments Tab under Content > Programs for a more detailed view of learner activity.