EVERFI Reporting Center User Guide

Overview

EVERFI believes that impactful education should be data-driven and results focused. To arm you with the information you need to run a strong financial education program, the Reporting Center provides your organization with on-demand access to EVERFI program activity and user engagement. Use this guide to login as an Administrator and easily navigate the Reporting Center, and review data regularly to maximize the impact of your financial education program.

Accessing the Reporting Center
Navigating the Reporting Center
Reports

I. Accessing The Reporting Center

First-Time User

Request access from your EVERFI Customer Success Manager and an Administrator account will be created using your organization email address. You will receive an automated email from [[email protected]] prompting you to create a password. Click the “Get Started Here” link within the email to create your password and access the Reporting Center for the first time.

Your EVERFI Customer Success Manager will also send you the URL to directly access the Reporting Center for future visits.

Returning User

Note: If you forget your password, click the “Forgot Password?” link on the login page and you will receive an email prompting you with reset instructions.

II. Navigating the Reporting Center

To access the different reports and dashboards within the Reporting Center, use the navigation bar on the left hand side of the screen. Each section of the navigation bar is defined below.

If you are also an Admin or Volunteer for EVERFI’s Engage Live Workshops program, you will need to select the “Next Manager Homepage” button to access data for your digital consumer program.

Navigating the Reporting Center Image #1

Note: If you are having difficulty viewing your reports or dashboards we recommend refreshing the page, clicking the link a second time, or clearing your cookies. Reporting data refreshes every 24 hours under UTC timezone.

Reports

Click this tab to access: Activity Summary, User Report, Qualified Incentive Users, Learner Response Analysis, Personalized Learning.

Programs

As a Reporting Center Admin, you may also access your organization’s EVERFI program(s) as a user. By selecting the relevant program homepage URL from this tab, you will be directed to the user experience.

To navigate back into the Reporting Center from the user experience, click the arrow next to your name in the top right of the program and click “Administrative Tools” from the dropdown.

Navigating the Reporting Center Image #3

Note: The “Administrative Tools” option is only available to Admins, users will not see this option.

Settings

Single Sign On: Click this tab to configure SSO capabilities.

Data Integration: Click this tab to configure API Applications. Use this page to generate your Client ID and Client Secret.

Partner Resource Center

Easily access marketing, training and communication resources to help you maximize the impact of your digital financial education program.

III. Reports

a. Activity Summary

This dashboard provides a summary of program activity during a specific time period. All data is shown as an aggregate across program(s). To view the progress of individual users, refer to section B. User Report.

Metric Definitions

Program Users: The total number of users who have visited your organization’s program(s). This includes registered users, guest users and users who have landed on a program page without engaging with the content. A user record is created during the learner’s initial visit. The user is created at the account level.

Activity Starts: The number of all activities started by users within a program. An activity is started when a user clicks into a specific learning module or calculator.

Pageviews Per Start: On average, how many distinct pages do users view for every activity start.

Average Time in Program: Visit duration is the amount of time between the first and final event timestamps within a program. Average Time in Program is the sum of all visit durations divided by the number of visits during a specific period. For example, say in one month you had 2 visits to your “Consumer” program. The first visit had a duration of 10 minutes and the second visit had a duration of 30 minutes in program. The Average Time in Program for “Consumer” program would be 20 minutes =(30 minutes + 10 minutes)/2 visits. Please note the average time in program and conversion rate only display when there are 30 or more user visits. Bounced visits, users who enter the site and then leave, are excluded from visit counts and durations.

Incentive Qualifications: The total number of users who have qualified for an incentive across all playlists within a program, defined further in section C. Qualified Incentive Users.

Average Conversion Rate: For customers using Custom Moments with external links, you’ll see the number of users who clicked on the external link divided by the number of users who saw the Custom Moment.

Filters

All charts can be filtered by date and program. Full-screen view may be applied along with the options to clear filters and refresh data.

Parameters

All charts can be filtered by date and program. Full-screen view may be applied along with the options to clear filters and refresh data.

Metric Select: Drop-down and select what metric you’d like to analyze. For detailed descriptions of each metric you can select the Metric Info icon in the top right corner.

Segment By: Select what variable you’d like to segment the metric by. Select “None” if you don’t want any segmentation.

Chart Descriptions

Program Engagement: High-level overview of program reach and engagement over the selected time-period.

Playlist Engagement: Select a metric and analyze user engagement across different playlists. Default is the top 6 over the last 90 days

Content Engagement: Select a metric and analyze user engagement across different sequences. Default is the top 6 over the last 90 days

Traffic Analysis: Select an attribute and analyze how visits to your program pages are distributed. This can be a powerful way to measure marketing campaigns and channels.