If you want to demonstrate the impact of your coaching program, look no further than your Reports tab! This article will summarise the 12 standard reports available, to help you pick the right data for the right situation.

All reports include high-level visual graphs, as well as detailed table data with customisable columns. The table data can be exported in either CSV or Excel format.

Below, you'll find a brief description of the data available, as well as your options for filtering reports - including screenshots.

The Engagements report will offer detailed information on all existing engagements within your account, across all programs, coaches and coachees. This report type offers visual analytics for Engagement Status, Active Engagements, Completed Engagements, and Active Engagements by Percentage Complete.
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The Sessions report will offer detailed information on all sessions that have occurred during an engagement. This includes across all programs, coaches, and coachees. This report type offers visual analytics for Completed Sessions, Cancelled Sessions, Modalities, and Session duration.
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The Coach report will offer information on all coaches you are connected with on your account. This report type offers visual analytics for Active Coaches, Coach Type, and Coach Gender.
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The coachee report will offer information on all coachees and clients you are connected with on your account. This report type offers visual analytics for Coachees by Leader Level and Active Coachees.

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The Goal report will offer information on all goals created by your coach and coachees within engagements, as long as the goal has not been set to confidential. This report type offers visual analytics for Active Goals and Completed Goals.
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The Tasks report will offer information on all tasks sent to both your coach and coachees within engagements. This report type offers visual analytics for Task Status and Task Types.

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The Coaching Themes report will offer information on all themes that have been tagged to goals by the coach and within their engagements. Confidential goals that have been tagged with a theme will also populate in this report. This report type offers visual analytics for Top Themes and Theme Ratings.

To generate a Coaching Themes report, make sure you create a theme library first and attach it to a program template or engagement.

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The Financial report will offer information on all invoices created and generated by your engagements. This report type offers visual analytics for Total Revenue, Billing Metrics, Total Outstanding Invoices, Total Expenses, Top 5 Client List, Top 5 Coaches by Expenditure, Total Outstanding Invoices.

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The Coach Matching report will offer information on all coach matching activities to include scheduled chemistry calls, requested chemistry calls, completed chemistry sessions, and coach selection results. This report type offers visual analytics for the Number of Interviews, Top 10 Coaches, and Matching Engagements.

To learn more about the coach matching workflow, please click here.

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The Session Topics Report will offer information on all coaching sessions that have been tagged with topics. This report type offers visual analytics for overall topic utilisation and the top 20 most frequently tagged topics in sessions.

To generate a Coaching Themes report, make sure you create a theme library first and attach it to a program template or engagement.

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The Engagement Ratings Report will only work if you have Engagement Ratings toggled on from your Engagement Template settings. This offers information on the average score of the coachee responses on the available questions.

Analytics available here include Engagement Average Rating, Engagement Survey Averages, Top Rated Coaches and Completed Ratings.

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The Session Ratings Report will only work if you have Session Ratings toggled on from your Engagement Template settings. This offers information on Session Average Rating, Session Survey Averages, Top Rated Coaches, Completed Ratings.

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This concludes our summary of the Reports section of the platform!