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Understanding Reporting in the HRA Console
The HRA Console includes a powerful reporting suite that helps you measure performance, optimize campaigns, and track downstream engagement across your entire HRA program.
Whether you need a quick view of completions and conversions, a scheduled report delivered to your inbox, or a raw data export for deep analysis, the console provides flexible tools for every role on your team.
đź“ą Watch the Reporting Dashboard Overview video
Types of Reports Available
Performance Funnel
View aggregate metrics like:
- Begins
- Leads captured
- Completions
- CTA click-through rate
Filter by date range or HRA to view results for specific campaigns or time periods.
Performance Comparison
Identify which HRAs are driving the most completions or engagement during a set time range.
Performance Trends
Track begins, leads, and completions over time to identify spikes, gaps, or seasonal trends.
Traffic Source Reporting
Understand where your HRA traffic is coming from, with full visibility into UTM source, medium, and campaign.
đź’ˇMake sure your embed code is implemented properly to capture this data.
Benchmark Comparison
See how your assessments perform against national averages on metrics like time on site, completions, and CTA engagement.
Demographics and Results
Understand the audience completing your assessments and their risk profiles—helping to inform targeting strategies.
Follow-Up Performance
Measure downstream activity:
- Email sends and clicks
- CTA performance
- Remarketing and engagement queue outcomes
Schedule Reports for Ongoing Insights
If you want performance updates delivered to your inbox, you can use the Schedule Reports feature to automate reporting.
Export Raw Data for Analysis
For individual-level response data—including question-level responses—use Raw Data Reports.
Great for advanced analysis, outreach audits, or custom workflows.
Best Practices
- Use filters to zoom in on service lines, campaigns, or timeframes
- Schedule reports to keep stakeholders in the loop
- Track follow-up performance to assess CTA/email effectiveness
- Use benchmarks and demographics to validate targeting strategy
If you need any help navigating the HRA Management Console or have features you wish to see added, don’t hesitate to contact your Client Success representative!