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Coaching - Reports

In the Reporting area of the Coaching tool you create Excel reports about the persons you coach or supervise, for example about issued certificates. The report templates are grouped into categories (e.g. Certificates, Absences, Booking orders). Only the templates you are authorised to run are displayed.

Who can run certificate reports?

The report templates of the category "Certificates" are available to the following roles:

  • Coaches of courses
  • Coaches of educational products, incl. master coaches
  • Line managers
  • Education managers

The report contains the certificate data of the persons you are responsible for in this role.

You do not see the Reports button?

The Reports button is only displayed if you hold one of the roles mentioned above and the Coaching tool is activated. The page Assign roles explains how roles are assigned.

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How to create an Excel report

  1. Click Coaching in the main menu and select the Reports button.
  2. In the Report templates section, click the icon in the "Run" column of the desired template (Generate report).
  3. The report is generated as an Excel file (.xlsx) and appears in the Generated reports section.
  4. Click Download next to the generated report.

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Report templates

The Report templates table shows the name, category, description and type ("Static" or "Dynamic") of each template as well as the "Run" column. Use the "Category" filter to narrow down the list.

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Templates of the category Certificates

Name Description
All certificates Provides information on all certificates issued.
Certificates issued - last 4 weeks Provides information about all certificates that have been issued in the last 4 weeks.
Certificates issued - last 12 months Provides information about all certificates that have been issued in the last 12 months.

The generated Excel file contains the worksheet "Individual courses" and, if the Course Planner module is active, an additional worksheet "Products". The page Reports: Certificates shows the structure of the worksheets.

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Generated reports

The generated Excel files are listed in the Generated reports section. Each file is available for download for 10 days after creation; the remaining time is displayed. The adjacent actions allow you to download, copy or delete the file, or view detailed information.

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Further information

Reports: Certificates >
Assign roles >
Coaching: User search >
Coaching: People >
Coaching: Courses >
Coaching: Educational products >
Coaching: Events / Absences >
Coaching: Assessment orders >
Coaching: Groups >
Coaching: Order management >
Assessment tool >

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