The "Coachings" report provides you with a fast and comprehensive overview of all recorded individual coachings.
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1 Filter options
In the upper area of the view, you can precisely narrow down the displayed coachings using various filters:
Projects & Teams: Restrict the evaluation to specific organizational units.
Planned period: Define the time span of the scheduled appointments (e.g., "Last 30 days").
Status: Filter by the current processing status of the appointments (e.g., "All", "Completed" or "Prepared").
Coaching type & Coaching focus: Search specifically for certain types of coachings or thematic focuses.
With the blue buttons on the right side, you can apply your configured filters ("Show report") or discard the selection ("Reset filters").
2 Overview table
The central data table lists all individual coachings that match your filter settings. The columns are structured as follows:
Employee: Shows the name of the coached person and their profile picture.
Projects & Teams: Visualizes the employee's assignment in the form of clear badges (e.g., "AtriumBank" or "Team Bank").
Planned on: The date for which the coaching is scheduled. An arrow next to the column title indicates that the table can be sorted by date.
Status: The respective status of the appointment is highlighted in color for quick orientation (e.g., green for "Completed" or orange for "Prepared").
3 Detailed view and measures
In the Details column on the right edge of the table, you will find an action icon for each entry. Clicking on this icon opens a pop-up window. In this detailed view, you gain direct access to all further information about the respective appointment, including all documented measures and the goal agreements made.