Coaching Workflow Report

The Coaching Workflow Report displays coaching data that allows managers to track employees' coaching progress.

You can use this report to check the rate and speed of employees responding to their coaching sessions and single out those employees who are not responding on time.

You must have the Performance Monitoring permission enabled to view these reports.

To generate a Coaching Workflow Report:

  1. Click the app selector and select Reporting.
  2. Click Prebuilt Reports.

  3. Select the Coaching Workflow Report from the list.

  4. In the report window define a time frame. The report will run on data from the selected time frame.

  5.  Click Run Report.

    The results appear in a grid, and include the plan dates, the coaching package, and who the coaching was assigned to.

    The column filtering icon on the right lets you add or remove columns from the grid, based on your preferences.

    Column Description
    Assigned To The name of the person whom the coaching was assigned to.
    Assignee ID The unique ID of the person whom the coaching was assigned to.
    Coaching Completed On The actual date on which coaching was completed by the assignee.
    Coaching Received On The date on which coaching was made available to the assignee.
    Coaching Status

    The possible coaching status are:

    • Assigned

    • Completed

    • Expired
    Created By The name of the person who created the coaching plan.
    Created By ID The unique ID of the person who created the coaching plan.
    Package ID The unique ID of the package used for coaching.
    Package Name The name of the package used for coaching.
    Package Version The version of the package used for coaching.
    Plan End Date

    The date by which the coaching must be completed.

    Plan ID The unique ID of the plan used for coaching.
    Plan Name The name of plan used for coaching.
    Plan Start Date

    The date when the coaching started.

    Workflow ID The unique ID of the coaching workflow.

    Use the search bar to find specific results. You can search by employee to see the coaching plans that the employee was assigned to and their status of completion.

    When the report first runs and displays info, the filters are collapsed. Clicking More Filters lets you see all the available filters, and you can choose to pin specific filters to the top of the report, so you can always see them.

  6. If you want to export the report data to a CSV/Excel file, click Settings at the top right and select the export option you want.

    The report will be exported and downloaded to your computer.