Use standard reports

Every standard report opens into a detailed page built the same way, so once you know how to read one, you can read all seven. Each page lets you narrow the data by coach, coachee, organization, status, and date range, then review the results as a distribution chart, a set of trend charts, and a full record list.

To open any report, go to Reports in the left-hand menu and click Details on the report you want.

 

 Understand the Report Page Layout

Every report page contains the same four parts, in the same order:

1. Filters and date range — at the top of the page
2. Outcome Distribution — how your records are split across their possible outcomes, plus the headline totals
3. Outcomes Over Time — one trend chart per outcome
4. The record list — every individual record behind the numbers

Click ← Back in the top-left corner to return to the Reports page.

 

 Filter Your Report Data

Four filters sit directly under the report title: Coach, Coachee, Organization, and Status.

1. Click the filter you want to apply.
2. Use the search box to find the coach, coachee, or organization you are looking for, or click Load more to see additional entries.
3. Select your choice. The report updates automatically.
4. Repeat with any other filter to narrow the results further.

Filters work together, so you can look at a single coach within one organization, or one status across your whole account.

  Pro Tip:

A Reset button appears next to the filters as soon as you apply one. Click it to clear every filter at once and return to the full data set.

 

 Set the Reporting Period

The date range selector sits in the top-right corner of the report and controls every chart and list on the page. It defaults to the last twelve months.

1. Click the date range.
2. Choose one of the preset periods — Last 7 Days, Last Month, This Month, This Year, or Last Year — or select Custom Range and pick your own start and end dates from the calendar.
3. Click Apply to update the report, or Cancel to keep the current period.

 

 Read the Outcome Distribution

The Outcome Distribution panel shows how your records are split across their possible outcomes, each with a count and a percentage. Alongside it you will see the headline figure for the period, such as Total Appointments or Total Goals.

 

  Follow Trends Over Time

The Outcomes Over Time section shows one chart per outcome, so you can see how each has moved across the reporting period. On predictive reports — Appointments, Assessments, and Goals — these charts also include the forecast trend.

Where an outcome has no records in the selected period, the chart displays No data available. Widen your date range or clear a filter if you were expecting results.

 

  Review the Record List

At the bottom of each report is the full list of records behind the figures. The total is shown underneath, for example 37 entries found, with page numbers to move through longer lists.