• Scenario 1: Who is still underway on a particular coaching?
  • Scenario 2: Who has completed a particular coaching?
  • Scenario 3: All users who scored higher than 80% for a particular coaching
  • Scenario 4: All users who have failed a particular coaching
  • Scenario 5: All users whose observers selected a particular answer for a particular question in a particular coaching
  • Scenario 6: All users who were signed off in the last 30 days for a particular coaching

For more in depth analysis and reporting, we recommend you look into getting an LRS.

Scenario 1: Who is Still Underway on Particular Coaching?

Step 1: Click on Coach Checklist in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Reports

Step 3: Click Advanced search, Add Filter, and select Status

Step 4: Select 'Underway' from the drop down menu

Step 5: Search for the coaching name

Or, add a filter to search for the person who was observed to narrow the search

Step 6 (optional): Click Add Filter

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Step 7 (optional): Choose title or person

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Step 8 (optional): Search for the person (learner / trainee that was observed)

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Scenario 2: Who has Completed a Particular Coaching?

Step 1: Click on Coach Checklists in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu.

Step 5: Search for the coaching name

Optionally, add a filter to search for the person who was observed to narrow the search

Step 6 (optional): Click Add Filter

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Step 7 (optional): Choose title or person

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Step 8 (optional): Search for the person (learner / trainee that was observed)

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Scenario 3: All Users who Scored Higher than 80% for a Particular Coaching Checklist

Step 1: Click on Coach Checklists in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu. Because we can only see who scored above a mark if they are listed as 'Signed Off'

Step 5 (optional): Search for the coaching name

Step 6: Click Add Filter

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Step 7: Choose score

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Step 8: In the drop down select Greater Than

Step 9: Type in 80 into the input box

The list will filter to meet these requirements.

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Scenario 4: All Users who have Failed a Particular Coaching?

Step 1: Click on Coach Checklists in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu. Because we need to see the people that have been signed off to see who has failed.

Step 5 (optional): Search for the coaching name

Step 6: Click Add Filter

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Step 7: Choose passed

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Step 8: In the drop down choose failed

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Scenario 5: All Users whose Observers Selected a Particular Answer to a Particular Question for a Particular Coaching Checklist

For example you want to report on all the "Retail Management - Phone Usage" coaching where the observer has selected the answer 1 as an answer for question "are all phone calls answered within the second or third ring?".

Step 1: Click on Coaching Checklists in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu. Because we need to see who has been signed off to find a particular answer


Step 5 (optional): Search for the person

Step 6: Click Add Filter

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Step 7: Choose question

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Step 8: Click on No Coaching Checklist selected and choose the coaching checklist you want the report on.

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Step 9: Choose the question

Step 10: Choose the answer

  • Show if item answered: Tick if you just want to know that the question has been answered,
  • Show if answer matches text: Tick if you want to know that that the selected answer contains a particular text, then enter in the text you want to match

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Scenario 6: All Users who were Signed off in the Last 30 days for a Particular Coaching

Step 1: Click on Coach Checklists in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu.

Step 3: Search for the coaching name

Step 4: Click Add Filter

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Step 5: Choose date

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Step 6: Choose filter items signed off

Step 7: Choose in last 30 days