The "Monitoring" report provides you with a fast and comprehensive overview of all individual monitorings conducted in the system.
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1 Filter options
In the upper area, you can narrow down the displayed monitorings using a variety of filters:
Employees, Projects & Teams: Search specifically for the evaluations of individual persons or entire organizational units.
Methods, Evaluation forms & Contact reasons: Filter the results by the applied coaching methods, specific questionnaires, or the recorded contact reasons.
Time periods: You can filter the list both by the creation date of the monitoring ("Created from" / "Created to") and by the date of the actual customer contact ("Contact from" / "Contact to").
Finally, you can use the blue buttons to "Show report" or, if necessary, "Reset filters".
2 Overview of individual monitorings
All monitorings that match your filter settings are listed in the large data table. The table is divided into the following columns:
Employee: Shows the name of the evaluated person (e.g., "Brown, Diana") along with their profile picture.
Created: The exact date and time of the evaluation. A small arrow next to the column title indicates that the table can be sorted by this criterion.
Contact date: The time when the evaluated conversation or contact took place.
Project & Team: The respective assignment of the monitoring (e.g., Project "AtriumBank", Team "Team Bank").
Evaluation: The achieved qualitative result in percent. These values are color-coded for quick orientation (e.g., green text for good values like 92.5% or red text for weaker values like 26.7%).
Details: This column contains an action icon for each entry on the far right.
3 Access detailed view
Clicking on the icon in the "Details" column opens the complete detailed view of the respective monitoring in a pop-up. This allows you to view all specific details and awarded points of a particular quality check directly from the overview without having to leave the current page.