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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.


Table of Contents

First-Time User

Request access from your EVERFI Account Manager and an Administrator account will be created using your organization email address. You will receive an automated email from [automated-message@everfi.net] 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 Account Manager Manager will also send you the URL to directly access the Reporting Center for future visits.

Returning User

Login to the Reporting Center through the URL provided by your EVERFI Account Manager.

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.

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.

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.

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.

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.
  • Guest Users: People who have engaged with at least one learning module or calculator but did not create an account.
  • Registered Users: People who have created an account using their email address or social media credentials (Google or Facebook) and engaged with a program.
  • 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.
  • Activity Completions: The total number of activities completed within a program (this is a subset of Activity Starts).
  • 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.

Note: Activity Starts is the sum of In Progress and Activity Completions.

Filters

All charts can be filtered by date and program. The default date range of each chart is the earliest date and most recent date of the data being viewed. Full-screen view may be applied along with the options to clear filters and refresh data.

Chart Descriptions

The dashboard has four sections, one for each metric. Within each section, a metric shown in aggregate, by user type, and over time.

Activity Popularity

These charts display module and calculator views in descending order of popularity by Activity Starts and Activity Completions.

This report shows a list of all user records with responses to custom registration questions.

Metric Definitions

  • Guest Users: People who have engaged with at least one learning module or calculator but did not create an account.
  • Registered Users: People who have created an account using their email address or social media credentials (Google or Facebook) and engaged with a program.

Filters

Report can be filtered by registration date and program name, user type, and sorted by columns in ascending or descending order. Full screen view may be applied along with the options to clear filters and refresh data.

Download Options

Download the data as a CSV, Image or PDF by clicking the “Download” dropdown on the upper right-hand corner of the screen.

Understanding the Report

  • In Progress: User clicked into the learning activity but has not completed the activity.
  • Completed: User completed the learning activity after starting it.
  • Unopened: User clicked into a playlist that the learning activity is hosted within, but did not click into the learning activity.
  • Blank: User did not click into a playlist that the learning activity is hosted within.
  • Custom Registration Questions: Will appear as separate columns within the report.

This report identifies which users have qualified for a playlist incentive. Users qualify for an incentive by completing all activities in the associated playlist(s) within the timeframe of the incentive period. Users must register in order to collect First Name, Last Name and responses to custom registration questions in the report.

Filters

Report can be filtered by Program Name, Playlist Name, Incentive Title, Incentive Qualification Date, and sorted by column in ascending or descending order. Full screen view may be applied along with the options to clear filters and refresh data.

Download Options

Download the data as a CSV, Image or PDF by clicking the “Download” dropdown on the upper right-hand corner of the screen.

This dashboard summarizes user responses to EVERFI’s evaluation questions. This includes polls, assessments, and surveys. Program(s) responses are presented at an aggregate level to protect user privacy.

Metric Definition

Activity Name: A list of modules within your program(s) that contain polls.

Note: Not all modules contain a poll question.

Filters

Report can be filtered by Response Date, Program Name, and Evaluation Section Title. Full screen view may be applied along with the options to clear filters and refresh data.

Chart Descriptions

  • Response Activity: This chart displays a view all evaluation question responses over time.
  • Question and Response Analysis: This chart displays the popularity of responses to specific questions.

This dashboard summarizes user responses to questions designed to understand a learner’s individual financial goals and challenges. Responses are used to create personalized playlists that offer learning topics that are most relevant to the learner’s current priorities.

Note: If you would like to add Personalized Learning to your program, please contact your Customer Success Manager.

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.
  • Personalized Playlists: Total number of personalized playlists recommended to users after completing diagnostics.
  • Activities Started: 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.
  • Most Popular Topic: The content with the most user starts within a program and the number of times it was started.

Filters

Report can be filtered by Date, Program Name, and Partner. Full screen view may be applied along with the options to clear filters and refresh data.

Chart Descriptions

The four boxes across the top of the dashboard display key program metrics in aggregate. The bottom of the dashboard displays the top response — by percentage of total responses — for each of the four survey questions.

To view additional response data, you may click the question text or navigate to one of the additional tabs at the top. Selecting the question text shows each response and its share of the total responses. If you applied filters to the dashboard they will remain when clicking into an individual question.

This dashboard is available to Engage Admins and displays both program overview snapshot data and user level details about attendees and event facilitator/volunteers.

Summary View

Displays a high-level snapshot of event based learning. Use the “Date” and “Topic” filters to limit the scope of your report data. You can also use the “LMI” filter to only count Low/Moderate income attendees in your counts.

Metric Definitions

  • # of Events: Total events covered by filter configuration you’ve set. (Note: this includes demo events).
  • # of Facilitators: Volunteers — lead and non-lead — across all events
  • # of Attendees: Counts all event attendees. Click on the number to drill-down and see all attendees.
  • Facilitator Hours: Number of hours logged by volunteer in events counted. Click on the number to drill-down and see all volunteers.
  • Event Hours: Sum of length of events counted, in hours.
  • Knowledge Gain: Average of the percent change in’ pre/post assessment scores.

Events Drilldown

Use the “Chart Type” dropdown to toggle between tabular and heat map views of data. The size of the marks on the map correspond to the number of attendees counted.

Downloading Data

From any of the drill-downs you can select the “Download” dropdown to export raw data in the format of your choosing.