Tracking or changing a user's progress within a product is easy via the Product Progress Report. For more information on how to view the Product Progress Report, see “How can I pull a Product Progress Report?”
- Within the Product Progress Report, select the product you want to view. Optionally, you can refine to show a specific user within that product.
- Once selected, the entire registration list or unique user’s progress within that product will appear.Optionally,you can show user fields or custom questions for that product.
- Select the Green Download as CSV button to download the results.
- To advance a user through a product, click on the blue details button in the last column for that user.
- A window will par showing that users progress by component and status. If a component is incomplete, you can select the red “Mark Completed” button to progress them through the course.
- You can also reset a component for a registrant this same way, by clicking the “Mark as Unstarted” button.
- Once you have made the necessary adjustments to the user’s progress for the product, click “Close.”
Last modified Jun 17, 2024
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