Creating metric reports is a great way to see an overview of client progress. It can also help you see overall progress and show how adhering to certain compliance levels impacts clients' overall results.
For example, you can show the weight loss differences between being 60% compliant vs being 80% compliant. This helps provide evidence of why you make certain suggestions for clients.
It can also be a great way to share the results of your programs for marketing in the future.
Creating a Report
To create a report, go to Reports in the left-hand menu. Select the required filters and clients and then press Run Reports
Once you have pulled the report, you can export it into a .CVS file to create a graph or chart if you choose. To export, choose Download As File.
Filters
You can filter the clients to be selected using the following filters to pull a report:
Coaches: You can select an individual coach, multiple, or all coaches
Dates: You can select the loaded options or pick selected dates
Clients: You can pick and choose clients or choose by group
Metrics: You can choose 1 or more metrics to video
If you do not want to filter you can select the specific client you want, select multiple clients, or select all clients.