Coaching Workflow Report

Related Products or Features: Business Intelligence (BI) Reports, CXone Quality Management

Required permissions: Report Viewer, Coaching Workflow

Required Employee Settings: Can View BI Reports

The Coaching Workflow report helps you to track the coaching progress of your team. You can view how quickly your team members respond to their coaching sessions. You can use the report to identify those who are not completing their assigned coaching on time. You can filter the report by Plan Name or Assignee Name.

The Coaching Workflow report, with columns for Plan Name, Created By, Created By ID, Coaching Received On, and more.

This report is an advanced Business Intelligence (BI) report. BI reports allow you to perform actions such as drilling down to more details or grouping and exporting data.

The data for this report refreshes every hour. Date and time are displayed in UTC (GMT time zone).

To access and run this report:

  1. Go to Reporting > Prebuilt Reports.

  2. Select the report you would like to run from the list.

  3. Complete the report prompt. The available steps and options will vary for each report.

  4. Click Run.

Note that you cannot use Re-Prompt Funnel in front of a piece of paper with the top right corner folded down. to make changes to the parameters of this report. There is no report prompt because it includes data for all skills by default. You can filter the report data to change what displays.

For most reports, you can filter the report data using a variety of parameters. You cannot use filters to change certain parameters you selected on the report prompt. However, you can use Re-PromptFunnel in front of a piece of paper with the top right corner folded down. to change the parameters of the report.

  1. To change report parameters click Re-Prompt Funnel in front of a piece of paper with the top right corner folded down..

  2. Edit the parameters you want to change. For example, if you want to change the time period you selected before, set Time Period to the new desired range.

  3. When you are finished changing the report parameters, click Run.

These filters appear when you first run the report. They also appear when you click Re-Prompt Funnel in front of a piece of paper with the top right corner folded down. in the top left of the report.

  • Time Period: The time range for the data in the report, such as Today, Yesterday, and Last 7 Days.

  • Plan Name: The plan used for the coaching.

  • Assignee Name: The person who was assigned the coaching.

These filters appear at the top of the report after you run it.

  • Plan Name: The plan used for the coaching.

  • Assignee Name: The person who was assigned the coaching.

  • Columns: The columns you want to appear in the report.

These filters appear when you click Filter Icon of a funnel filter. in the top right:

  • Date: The date range for the data in the report.

  • Plan Name: The plan used for the coaching.

  • Assignee Name: The person who was assigned the coaching.

Elinor Dashwood is a supervisor at Classics, Inc. She wants to check on the status of her team's coaching plans. She opens the Coaching Workflow report, defines a time period, and selects her team. In the Plan Name drop down, she selects the coaching plans she wants to view data for. She uses the data in the Assigned To, Coaching Completed On, and Coaching Received On columns to identify members of her team who are struggling to complete their assigned coaching on time.

Data in this Report

The Coaching Workflow report has multiple columns that present data attributes and metrics. The table below provides a description for each column.

Column Description
Plan ID Unique ID of the plan used for coaching.
Plan Name Name of the plan used for coaching.
Created By Name of the person who created the coaching plan.
Created By ID Unique ID of the person who created the coaching plan.
Coaching Received On Date and time (in UTC) the coaching was made available to the assignee.
Assigned To Name of the person who was assigned the coaching.
Assignee ID Unique ID of the person who was assigned the coaching.
Plan Start Date

Date and time (in UTC) when the coaching started.

Plan End Date

Date and time (in UTC) the coaching must be completed by.

Coaching Completed On Date and time (in UTC) the assignee completed the coaching.
Package Name Name of the package used for coaching.
Package ID Unique ID of the package used for coaching.
Package Version Version of the package used for coaching.
Coaching Status

Current status of the coaching. Possible coaching statuses are:

  • Assigned

  • Completed

  • Expired

Workflow ID Unique ID of the coaching workflow.