CoachLogix offers an informative reporting system so you can best use the information generated by Coaches, Coachees, and data generated within Engagements.
What Reports Can You See?
There are currently 7 Reports available with customizable columns and sorting features. We have new Reports and some advanced in-app features coming soon.
- Engagements Report
- Sessions Report
- Coach Report
- Coachee Report
- Goals Report
- Open Tasks
- Form Submissions
- Theme Progress Report (Coming Soon)
- Financial Reports (Coming Soon)
You have the options to view, customize, and download Reports from your Reports page in your account.
- You can customize the columns for each Report by clicking on the Gear icon and selecting which columns you want to show.
- You may select the Report type from the dropdown menu, set a date range of your Engagements, and click load Report.
- Click the download icon to download a report.
You also have the option to download each Report as a PDF, CSV, or XLSX.
Admins can view Reports from the Reports tab in the main navigation. These Report results can be a combination of the following: Engagements, Coaches, Coachees, Goals, and Forms in the Company account.
Individual Reports for Engagements can be downloaded within the Engagement.
- From your Engagements page select an Engagement that has completed Program Items.
- Click the Download icon to download a summary of the Engagement.
Individual AND aggregate Form summaries can be viewed from the Resources page.
- Admins can view Form results per Engagement by clicking on the eyeball icon.