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Reports can be one of the most valuable tools for managing your account. Below are step by step guides on how to use each of the reporting tools.

  1. Log into the EVERFI Admin Toolbox
  2. Click on Reports
  3. This will expand the list of reports that are available to you.

Reports Tools:

  1. Most of the reports have the following tools for you to use:
  1. Certificate Tool – allows you to print a certificate for a given attendee
  2. Print Tool – allows you to print the report you are viewing
  3. Export to Excel Tool – allows you to export the report you are viewing to Excel

Employee Report:

  1. Click on ‘Employee Report’.
  2. This report is a quick view of the count of employees that you have uploaded into the EVERFI system. The top numbers show you a total and the lower numbers in the blue rows show you a breakdown of supervisors and non supervisors in each category.
  3. Employee Total – shows you how many total users you have uploaded in your account.
  4. Non-ATTENDEES – these are users that have been uploaded into the account but whom have not been assigned a course yet
  5. ATTENDEES – these are users in the account that have been assigned at least one course
  6. DELETED – these are users that have been deactivated in the account
  1. Click on Seat Report’
  2. This report is only useful for customers who are not yet on a site license. It shows the number of seats that you have available in your account at any give time. Customers on a site license should disregard this report, as they have an unlimited number of seats.
  3. The columns are defined as follows:
  1. License Account: all Current, Expired, and Future (if displayed) licenses.
  2. Unused: This accounts for any employees who have been courses assigned course(s) but whom has never started a course. These licences are able to be recaptured if the courses are unassigned from the users accounted for here. You can click on the blue highlighted link to see a list of these users
  3. Used: This number accounts for employees that have been assigned a course and have started at least one course.
  4. Deleted: This number accounts for employees who were deleted/deactivated from the system, but had started training and therefore used up a license.
  5. Available: Number of licenses left that have not been assigned yet to any employee or unused licenses that have been recaptured.
  6. On-hold: This number accounts for licenses were ordered, but have not yet been paid for as of the date of the report.
  7. Expired: This number shows a total of all licenses from prior membership periods that have since expired.
  8. Future:         If displayed, it represents renewed membership licenses that take effect at expiration of present membership.
This video will walk you through the current active users report that you can use to manage the records within your account. This includes viewing a user’s profile, and editing their user information.
  1. Click on ‘Current Attendee’
  2. This will show you a list of all active attendees in your account with the following information for each attendee:
  1. Name        
  2. Type        
  3. Location
  4. EmpId        
  5. Email        
  6. Login        
  7. Password

In this video you will learn how to pull reports to track assignment progress, and completion data by using the “attendee progress” reports section in the LMS.
  1. Click on ‘Attendee Progress’
  2. Choose the options that best fit your needs.
  3. Click ‘Next’
  4. This report will display below showing you the following data points:
  1. Course Status        
  2. Assigned Start Date
  3. Assigned Due Date
  4. Last Login
  5. % Done
  6. Date Done

In this video we will walk you through how to print out policy acknowledgement for your users that have read and acknowledged the policies linked to the trainings.

Some clients choose to keep an internal record of their internal Policy Acknowledgements for their users. Below are step by step instructions on how to download and print those records:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Administration > Policy Acknowledgement

Policy acknowledgment for multiple attendees:

  1. Use the drop down or search function to select the options, policy and date range that best fit your needs.
  2. Click ‘Step 2’
  3. A list of attendees with the courses they have acknowledged the policy in will appear for you to choose from to print/save the acknowledgement records.
  4. You can click the top green check mark to check or uncheck all names in the list at once
  5. You can choose to print/save all, or move down the list to uncheck any that you do not want included.
  6. Once your selections have been made, click the ‘Print’ button and this will download a .pdf file to your computer that you can save or open and print.

Policy acknowledgment for an individual attendee:

  1. Use the drop down or search function to select the user that you want. When searching, it is best to search by last name, type all or part of the name and click go. You will then need to choose the correct user from the filtered dropdown.

        

  1. Select the date range that you want to view from for this user
  2. Click ‘Step 2’
  3. A list of policies that user has acknowledged will appear with for you to choose from to print/save their acknowledgement records
  4. You can click the top green check mark to check or uncheck all available courses in the list at once
  5. You can choose to print/save all, or move down the list to uncheck any that you do not want included.
  6. Once your selections have been made, click the ‘Print’ button and this will download a .pdf file to your computer that you can save or open and print.
This video will walk you through how to review any “bounce back” emails we receive when sending out the assignment notifications and reminders. This included how to update the user’s profile if the email address is incorrect.

Expired Attendee List

  1. Click on ‘Expired Attendee’
  2. In this report you can get the information of who in your account is an expired attendee. If you just want the attendee list, click “Show Expired Attendees only”. If you want an extended report with courses assigned to them, click “Show Expired Attendees with courses”. If you need an attendee moved from an Expired status to an Active status you will need to contact your Customer Success Manager to assist you.
  1. Click on ‘Deleted Attendee’
  2. In this report you can get the information on who the deleted attendees are in your account. If you just want the attendee list, click “Show Deleted Attendees only”. If you want an extended report with courses assigned to them, click “Show Deleted Attendees with courses”.
  3. From here you can view their information, as well as print their course certificates and reactivate them
  4. To reactivate a user, click the green arrow to the right of their name and the ‘Attendee Information’ window will open
  5. Click on ‘Reactivate User’ to move them into an active status
  1. Click on ‘Survey & Ask the Instructor’
  2. For ‘Step 1:  show’ choose attendees
  3. For ‘2:  select survey report’ choose one of the following options that best fit your needs:
  1. Summary Survey – This is a summary of all the end of course survey ratings your attendees gave, sorted by course.
  2. Detailed Survey – This is a detailed report of what rating each user gave at the end of each course they took.
  3. Attendee Comments – This is a list of any comments your users left at the end of each course they took. If they did not leave a comment, they will not show here.
  4. Ask the Instructor – This is a listing of the questions your users asked to our support and legal teams from within the course.

On the Higher Ed Partner Center (Homeroom), you can download the progress data and various student survey reports for our own records. We strongly recommend downloading all completion records for compliance purposes and your institutional survey data to keep the valuable insights from the EVERFI courses.

  1. Course Progress Records
  2. Student/Learner Engagement Reports
  3. EVERFI Analytics Platform Reports
    1. Download the Reports
    2. Troubleshooting the Benchmarking Report
  4. Raw Data Downloads

 

Course Progress Reports

  1. Log in to the Higher Ed Partner Center (HE PC) at www.everfi.com/login
  2. Click on “Total Registrations” under course dashboard
  3. Click on “Download” (it is recommended to download an Extended Report)
  4. Repeat for all courses on Dashboard

Reminder: Course progress records are pushed to Historical Records at the end of each academic year to refresh the dashboard for the next year.  If you are looking for data from pervious years, it is not deleted but moved to Historical Records.

 

Student/Learner Engagement Reports

Click here to view the specific questions per course.

  1. Log in to the Higher Ed Partner Center (HE PC) at www.everfi.com/login
  2. Click on “Reports” tab, select a course, then “Student Engagement” on the right panel
  3. Next to each list there is a button to the right that says “Export.” You should export each
    list and save them to your files with an appropriate name
  4. Repeat for additional courses

Please Note: Engagement Reports are not available for all courses. Engagement data for previous years are not available after the annual account refresh.  Please download these reports for your records.

 

EVERFI Analytics Platform Reports

There are 3 different types of reports you can access from the EVERFI Analytics Platform.

  • Institutional Analysis – shows your account’s current survey year data
    • After the annual account refresh, these reports will be reset for the new survey year. However, your current year survey data will still be available under the Year-over-Year Analysis reports (but note that Year-over-Year reports cannot be filtered by Group).
  • Benchmark Analysis – shows your account’s current survey year data compared to a benchmark’s current survey year data.
    • After the annual account refresh, the current year reports will be refreshed for the new survey year and will no longer be available.
  • Year-over-Year Analysis – shows your account’s current and past year survey data
    • These reports will continue to be available after the annual account refresh.

 

To Download EAP Reports:

  1. Log in to the Higher Ed Partner Center (HE PC) at www.everfi.com/login
  2. Click on the “Reports” tab, select a course, and click on “Institutional Analysis”
  3. Select the Report you want to save and select the groups you want to save and click “Get Report”
  4. Each question and response will appear below with the option to make the view full screen and to download the data
  5. Click “Download” in the top right corner and select your format: PDF or Image
    • Image captures what you have displayed in your window only
    • PDF has a few options but we recommend using specific sheets from this dashboard to save the full report
      • This View = what is currently displayed in the window (similar to the Image)
      • Specific sheets from this dashboard = the full report with all questions and responses
      • Specific sheets from this workbook = same as “This View” option
  6. Repeat for all Reports/Groups of which you want a record

 

Raw Data Downloads

Also available under the “Reports” tab, raw data files for your account’s current and past year
survey data will continue to be available after the annual account refresh.


View All Invited Users

  1. ick the REPORTS  icon in the global navigation on the left.
  2. In ADMIN REPORTS, select the Student Status report.
  3. Select the program of courses for which you’d like to see the invited list.
  4. Click the Run Report button.
  5. Click the INVITED number (count) link to see the list.

View Users That Signed Up

  1. Click the REPORTS  icon in the global navigation on the left.
  2. In ADMIN REPORTS select the Student Status report.
  3. Select the program of courses for which you’d like to see the signed-up list.
  4. Click the Run Report button.
  5. Click the SIGNED-UP number link to see the list.

View Users That Have Not Signed Up

  1. Click the REPORTS  icon in the global navigation on the left.
  2. In ADMIN REPORTS select the Student Status report.
  3. Select the program of courses for which you’d like to see users who have not yet signed-up.
  4. Click the Run Report button.
  5. Click the NOT SIGNED-UP number (count) link to see the list.

Learners with Completed Assignments

  1. Click the REPORTS  icon in the global navigation on the left.
  2. In ADMIN REPORTS select the Student Status report.
  3. Select the program of courses for which you’d like to see the done list.
  4. Click the Run Report button.
  5. Click the DONE number (count) link to see the list.