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Organization Reports

Learn about how you can get reports on usage and progress of members of your organization

Derek Sessions avatar
Written by Derek Sessions
Updated this week

As part of your organization, you can download reports to understand how members are using and learning with Yoodli. Reports are generated upon request and take a few moments to get ready. Note that data in reports may be up to 1 hour out of date, so they are best used not for seeing real-time changes but instead for tracking usage and progress over a past period.

Organization and Group Reports

You can general organization and group level reports from within the "Members" and "Groups" views. There are 3 reports that are available, each with the following information in them.

Organization / Group User Engagement Report

This report provides a basic overview of how often members are engaging with Yoodli. Each report will contain one row per member.

Report includes:

  • Email

  • Name

  • Sign up date

  • Practices started

  • Completed practices

  • Shared practices

  • Practices with comments

  • Comments given

  • Average practice mins

  • Last practice date

Organization / Group User Goal Improvement Report

This report provides an overview of how members are improving against goals with scenario rubrics. Each report will contain multiple rows per member, one for each goal they've practiced against.

Report includes:

  • Email

  • Name

  • Sign up date

  • Goal

  • Last practice or upload date

  • Count of practices that included this goal

  • First goal score

  • Max goal score

  • Latest goal score

Organization / Group Feature Use Report

This report provides an overview of how members are using the many different features within Yoodli. Each report will contain one row per member.

Report includes:

  • Email

  • Name

  • Sign up date

  • Presentations Completed

  • Interviews Completed

  • Roleplays Completed

  • Average minutes per practice

  • Uploads

  • Average minutes per video call

  • Desktop App Recordings

  • Average minutes per desktop app call

Scenario Reports

Scenario reports are available from the "..." menu within your scenario library. While Yoodli recommends using Programs to get the best tracking of using improvement over time as part of a learning program, scenario reports can allow you to use scenarios without programs and still see how members are progressing over time.

Scenario Engagement Report

This report provides an overview of members who have engaged with this report.

Report includes:

  • Email

  • Name

  • Scenario Title

  • Attempts

  • First Score

  • Max Score

  • Last Score

  • Average Score

  • Minutes Recorded

Program Reports

Programs are built to provide much more of the analytics and usage reporting live within the programs experience dashboards or via the "Export CSV" option. However, some report options are provided for data that's not easy to see otherwise.

Program Scenario Step Report

Like the scenario report, this captures the number of members who have engaged with this scenario but limits the data to just members participating in the program.

Report includes:

  • Email

  • Name

  • Attempts

  • Completed (1 for if the step has been completed, 0 for if the step is incomplete)

  • First Score

  • Max Score

  • Last Score

  • Average Score

  • Minutes Recorded

Scheduled Reports

Scheduled Reports let you automate the delivery of Yoodli data on a set schedule. This makes it easier to work with your data in external tools or data warehouses.

Why use Scheduled Reports
If you regularly analyze Yoodli data outside the platform, downloading reports manually can be repetitive and time-consuming. Scheduled Reports save time by automatically sending the data you need, when you need it.

What kind of reports can I Schedule and where?
Org admins can set up automated report deliveries, specifying both the report type and where it should be sent (e.g., a secure data destination).

The reports you can choose from are:

  • User Engagement

  • Goal Improvement

  • Feature Use

  • Member Reports

The destinations you can send to are:

  • Email

  • S3

  • GCS

How to set up Scheduled Reports

  1. Go to Org Settings

  2. In Advanced Settings click "Create New" in Schedule Reports

  3. Click "Create Report"

    1. You have 3 reports to choose from, Member, Groups, and Roleplay

    2. Member Reports are User Engagement, Goal Improvement, Feature Use

    3. Group Reports are the same but you will choose which groups are exported.

    4. Roleplay Reports will include the information in Scenario Reports

  4. Choose where to export

Depending on where you export you will need the following information:

  • S3

    • Access Key ID

    • Secret Access Key

    • Region

    • Bucket Name

    • Object Key Prefix

  • Email

    • Email Address

  • GCS

    • Upload JSON credentials file (This can be obtained in the Google Cloud web console by navigating to the IAM page and clicking on Service Accounts in the left sidebar. Then, find your service account in the list, go to its Keys tab, and click Add Key. Finally, click on Create new key and choose JSON.)

    • Bucket Name

    • Object Prefix

Once you have completed this form click, "Save". You will be sent a report initially as a test to verify all the information is correct. Check your destination for this report. You will be notified of an error if a report has not been sent.


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