How Do I Create a Scheduled Coaching Report?

Last updated: November 5, 2026

A Scheduled Coaching Report Workflow emails check-in data from a saved coaching Session report on a regular schedule, such as a weekly summary of the one-on-ones your managers held. Recipients will receive a link to download the data as an Excel (.xlsx) file. This Workflow type can only be sent by email.

Use the steps below to create a Scheduled Coaching Report for yourself or your team.

Required permissions:

  • The Workflows: Create or Workflows: All Access permission is required to create a Scheduled Coaching Report.

Access the Workflow Creation Page

  1. Go to Hub --> Workflows.

  2. Click Create Workflow. You'll be taken to the Create New Workflow page.

  3. Go to the Scheduled Coaching Report tile and click Create.

  4. Use the Workflow Name and Description fields to add a name and (optional) description, respectively.

  5. Leave the Active Status toggle set to Active. If you turn off this toggle, the Workflow will be paused and will not send out notifications.

Choose the Coaching Report to Send

  1. Click on Add Coaching Report.

  2. Use the Select a saved check-in report search box to find and select the report you want to send. Only the first 20,000 coaching Sessions found will be included in the file.

Set the Workflow Frequency

  1. Click on Add Recurrence.

  2. Under Establish the Initial Event, choose a Start Date, Start Time, and Time Zone for when the first report will be sent.

  3. Under Establish Frequency of Each Recurring Event, choose how often the Workflow will run using the Repeats Every field. If you picked Week or Month for how frequently the Workflow repeats, you will need to refine your selections further.

  4. Under Establish When the Recurrence Ends, choose Never if you want it to run indefinitely. You can also pick After if the Workflow should fire only a set number of times or On if it should stop after a certain date.

  5. Review the Expected Occurrences to confirm the dates are correct.

Pick Who Receives the Report

  1. Click on Add Actions.

  2. Under Select Level of Access, choose who will be able to download the report file:

    1. Restricted: Only the Workflow's creator can download the file, after logging in to Ambition. This is the default.

    2. Authenticated: Anyone with the link and an active Ambition account can download the file, after logging into Ambition.

    3. Public: Anyone with the link can download the file without logging into Ambition.

  3. Click on the Email card, then select who will receive the email, such as Send an email to myself or Send an email to a user or multiple users.

  4. Click on Create Workflow. You'll see a message confirming that the Workflow was created.

Note:

  • Reports set to Restricted can only be emailed to yourself, and sending to outside email addresses with Send an email to the following: requires Public designation. Download links expire 14 days after each report is sent.

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