Filter and run reports for students in specific courses, Groups, Progress, and more!
In this article:
Users Table (Users Report)
The Users Table (also referred to as Users Report)is a great way to manage a large user base. You can easily view your students, and filter to select which information you'd like to see when you visit this dashboard (such as the Number of Enrollments or Date Created).
To access the Users Table:
- From the Admin Dashboard, select Users
- Select All Users
User Table Options
Once you open the User Table, you will see the following options:
- Manually create a user
- Import users from file
- Search bar: search your users by email or name
- User Filters
- Bookmarked Filters
- Select all students
- Mass User Email
- Add or remove selected users from a group in bulk
- Bulk enroll or unenroll selected users from a product
- Add or remove visible columns
- Export user report as a CSV file
- Select an individual user
- Individual user actions
Export User Table Information
This feature is available on our Basic plan and above.
To export the information from the User Table:
- From the Admin Dashboard, select Users
- Select All Users
- Select the Export option (#11 above)
When exporting a user report as a CSV file, you will receive an email with a link to complete your download. Your CSV will include all of the displayed fields. If you have added Custom Fields to your sign-up page, student responses to these fields will also be included in your exported report.
Not seeing all fields in your export? Make sure that you set the required columns as visible (option #10 above). Only visible columns will be included in the CSV export.
User Filters
This feature is available on our Basic plan and above.
You can segment and export lists of user types through the Filters option in the user's report (#4 above)!
User Reporting can help you divide your user base into groups of individuals that fit into specific categories. This kind of segmentation is simple and powerful: use filters with the Mass User Email and Export to CSV features to target specific users, based on selected filters.
Available Filters
Not seeing products in certain filters? Make sure that the products are not archived. Learn more here: How to Archive Your Products.
| Filter Name | Explanation |
| Affiliates | Filter for affiliates currently assigned to or excluded from a specific product |
| Amount Spent | Filter by the total amount spent by a customer |
| Course Admin | Filter to view Course Admins assigned to a specified course |
| Filter by email. Can be used to filter emails from the same company or domain (e.g. @example.com) | |
| Enrolled In | Filter by the product to see the list of all users enrolled in it |
| Enrollment Status | Filter by active or expired enrollments in products |
| External Source | Filter for users created by an external source. At this time, the field is automatically populated only when a user is created via the Infusionsoft integration or through a funnel. |
| Group Analyst | Filter to view Group Analysts assigned to a specific group |
| Group Name | Filter by the group name |
| Has Purchased | Filter by the product name to see all users who purchased it |
| Imported | Filter by the file name that was used during the Import Students From File |
| IP Address | Filter by the IP Address a user account last signed in from. A user account's IP address will update with the network they are using every time they sign in. |
| Last Sign In was | Filter by the last sign-in date |
| Name | Filter or search by name |
| Progress | Filter by the course progress by percentage |
| Referral | Filter by affiliates who referred your users |
| Role | Filter by the user role Ex. Course admins |
| Used Coupon | Filter by the name of a coupon or specific code used Ex. "SpringPromo2024" |
| User(s) Created | Filter by the calendar date a user account was created |
Examples of Filter Use Cases
Here are some ways you might segment your users and reach out to them:
- Message students who are at a certain progress point in one of your courses
- Distribute coupons for your course to a specific audience, and then segment your new students to see who signed up using that coupon code and contact them with a targeted message.
- Segment users who signed up for a free preview, but didn't purchase the full course following their preview.
- Contact students who didn't complete a course, and haven't logged in since a certain date.
- When you update a course with new content, let students who purchased a course before know that their course has been updated.
- Contact all users who signed up from the same company email domain
- View all students who have made purchases - This group is the most likely to buy again in the future!
- Notify affiliates of changes to your program that will help them promote your courses.
Bookmark Filtered Searches
Bookmark frequently used filters to quickly access them without having to set up filters again! There are three bookmarked filter presets in your account to help you get started:
-
Student Needing Encouragement
Users who have completed less than or equal to 99% of the course you specify. -
Free Student Accounts
Users who have accounts created, but haven't purchased anything on your site. -
Inactive Student Accounts
Users who haven't logged in for a while.