Need help figuring out what this report is and what it contains? Below you will find a brief report description as well as necessary data definitions.

The Customer Engagement report provides an overview of individual team activities and their users' engagement. It includes user status counts (confirmed/engaged) and rates, as well as activity counts & averages for searches, referrals (coordinate/track), and screenings per user within a team. This can be shared at the Team, Company, or Network level. The report is shared by email as a CSV file.

Data Definitions

Fields are listed in the order they appear in the Customer Engagement report. 

Report Month: The month that the Customer Engagement report covers.

User Company Name: The current name of the company.

User Team Name: The current name of the team.  A team is a group of users which belongs to a company.  

User Count: The number of users associated with the listed company and team within the past complete month.

User Confirmed Count: The number of users who have confirmed their account in the past complete month.

User Confirmed Rate: The percentage of total users confirmed in the past complete month. 

Engaged User Count: The number of users who have logged into Healthify within the past complete month.

User Engagement Rate: The percentage of total users engaged in the past complete month. Calculated with only users who have confirmed their accounts.  

Screening Started Count: The number of started screenings over the past complete month.

Avg Screenings Started per Screening User: The average number of screenings started per screening user in the past complete month. Calculated with only users who started at least one screening. Screenings without users (via integration or guest screening workflows) are NOT included.

Screening Completed Count: The number of completed screenings over the past complete month.

Avg Screenings Completed per Screening User: The average number of screenings completed per screening user in the past complete month. Calculated with only users who started at least one screening. Screenings without users (via integration or guest screening workflows) are NOT included.

Search Count: The number of searches performed by this team in the past complete month.

Avg Searches per Search User: The average number of searches per search user in the past complete month. Calculated with only users who started at least one search.

Referral Created Count (In-Network - Preferred only): The number of created In-Network - Preferred referrals over the past complete month. 

Avg Referrals Created per Referring User (In-Network - Preferred only): The average number of In-Network - Preferred referrals created per referring user in the past complete month. Calculated with only users who started at least one In-Network - Preferred referral.

Referral Created Count (In-Network only): The number of created In-Network referrals over the past complete month. 

Avg Referrals Created per Referring User (In-Network only): The average number of In-Network referrals created per referring user in the past complete month. Calculated with only users who started at least one In-Network referral.

Referral Created Count (Out-of-Network only): The number of created Out-of-Network referrals over the past complete month. 

Avg Referrals Created per Referring User (Out-of-Network only): The average number of Out-of-Network referrals created per referring user in the past complete month. Calculated with only users who started at least one Out-of-Network referral.

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