Coaching reporting

Report on completed coaching sessions

1. Select filters to choose what and who to display on the table 

2. Create and save public or private presets - presets capture filter, table and table customization selections 

  • Use presets to easily view specific coaches or agents 

3. Filter on completed sessions by type - any, shared, shared + acknowledged, shared + not acknowledged

4. Select participant and coaching template table to display - coaching summary, goal details 

  • Coaching summary displays all data points connected completed sessions
  • Goal details displays all goals that have been assigned to agents 

5. Customize columns and export coaching template tables 



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