Engagement Report

Written By Vik

Last updated 21 days ago

Once you've started managing your communications through Engagements in Wauld, you’ll naturally want to understand how those credentials are performing; how many are viewing them, how often they’re shared, and more.

That’s where the Engagement Report comes in.

If you're not yet familiar with what an Engagement is or how to create/manage them, we recommend checking out our related article first: What is an Engagement

How to Download an Engagement Report

Downloading an Engagement Report in Wauld is simple and takes just a few clicks. Here's how to do it:

Step-by-Step Instructions

  1. Navigate to Engagements: Click on the "Engagements" tab in the left-side navigation menu. This will open a list view of all the engagements created in your account.

  2. Select the Engagement: Browse through the list and click on the specific engagement for which you'd like to download a report. This opens the Engagement Detail View.

  3. Click 'Download Engagement Report': In the detail view, locate the Download Engagement Report button at the top left of the screen, it's under the create document button.

  4. Check Your Email: Once clicked, Wauld will send a secure download link to your registered email address.

  5. Download the Report: Open the email and click the link to download your engagement report in CSV format.

The CSV format allows easy import into Excel, Google Sheets, or BI tools for advanced filtering and charting.

What’s Included in the Engagement Report?

Each engagement report provides detailed insights into all credentials issued under that engagement, allowing you to assess the effectiveness of your credentialing campaigns.

Here’s what the report contains:

  • Document ID: Unique identifier for the document under which credentials are issued

  • Document Name: Name of the document under which credentials are issued

  • Credential ID: Internal system ID used to track each credential

  • Credential URL: Direct link to the credential, useful for quick access or re-sharing

  • Date of Issue: The date the credential was issued to the recipient

  • Recipient Name: Full name of the individual who received the credential

  • Recipient Email: Email address used to deliver the credential

  • Times Viewed: Number of times the credential was opened or viewed by the recipient or third parties

  • Share Count: Number of times the credential was shared using the “copy link” or shared via email or LinkedIn

  • Tags: Status indicators for the credential, i.e:

    • Active – Credential is valid

    • Expired – Credential has passed its validity date

    • Void – Credential has been voided

    • Void/Superseded – Credential has been replaced by a newer version

Why Use the Engagement Report?

The Engagement Report helps you:

  • Track recipient engagement and follow up with low-engagement users

  • Demonstrate impact to stakeholders or clients by showcasing credential performance

  • Identify patterns in how many times your credentials are shared or accessed

  • Maintain clean records of issued credentials with all relevant metadata

To view the details of individual credentials, you can check the Credential Audit Log. For a full guide on accessing and understanding this log, refer to our article: Viewing Credential Details