Navigate the Reports dashboard

he Reports section gives you a single view of your own coaching activity — appointments, assessments, goals, actions, engagements, invoices, and feedback. From here you can open any report for a detailed breakdown, or generate an AI report for your coachees.

 

To open it, go to Reports in the left-hand menu.

 Understand the Reports page layout

The Reports page is made up of three areas:

• The Generate AI Reports banner at the top
• The Standard Reports cards, each with its own detailed report
• A row of summary tiles showing total counts for other records in your account

 

 Generate AI reports

The banner at the top of the page is your shortcut to an AI-generated report for a specific coachee.

1. Click Generate → in the banner.
2. You will be directed to the AI Generated Reports page.

One report type is available to coaches today — the Coachee Success Report. For the full walkthrough, see Generate a Coachee Success Report.

 

 Review your standard reports

The Standard Reports section displays one card per report. Each card gives you a snapshot before you open it:

• A distribution chart showing how your records are split across their outcomes
• Total Created — the number of records in your account
• Latest Created — the date of the most recent record
• Last Used — how long ago you last opened the report

The Appointments card also shows Total Hours, the total recorded duration of your appointments.

To open a report in full, click Details on its card.

 

 Recognise predictive reports

Three reports carry a ✦ PREDICTIVE badge: Appointments, Assessments, and Goals.

The badge means the report includes AI-powered forecasting — alongside your recorded figures, the report projects how the trend is likely to continue and flags the coachees who need attention.