User Report

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

Log into Foundry.
Navigate to Reports in the left-hand menu.
Select User Report from the list of available dashboards.

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 have engaged with at least one module or calculator but did not create an account. Their data is anonymous and 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 Options

You can download the report in multiple formats:

CSV: For spreadsheet analysis or importing into other systems
PDF: For sharing with stakeholders or printing
Image: For presentations or visual summaries

To download:

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

Tip: To download the full report, make sure the number shown in “Page Size” matches or exceeds the number shown in “Total Rows”.

Use Cases for Achieve Partners

Incentive Fulfillment: Combine this report with the Qualified Incentive Users report to verify completions and gather contact details.
Advisor Follow-Up: Advisors can use this report to identify which learners have registered but not yet started content.
Program Evaluation: Use engagement data to assess the effectiveness of 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 isolate specific learner segments (e.g., by team, advisor, or registration question).
Export regularly to track trends over time or prepare for quarterly business reviews.
Pair this report with the Enrollments Tab under Content > Programs for a more detailed view of learner activity.