What Information Does a Coaching Pre-Read Use?

Last updated: August 10, 2026

Coaching Pre-Read reference multiple data sources, including Scorecard and coaching records for an employee.

This article outlines the data that are used to create a Pre-Read.

Required permission:

  • The system Manager or Admin permission set or the Coaching: All Access permission is required to generate a Pre-Read.

  • Co-Coaches can generate a Pre-Read even if they do not have the Manager or Admin permission set.

Required features:

  • The Coaching: Session Pre-Read feature must be enabled in order to generate a Pre-Read.

Data Used to Generate Pre-Reads

Pre-Reads take the following information into consideration:

  • An employee's Scorecard performance for the past three months.

  • An employee's Goal data for the past three months.

  • Replies, comments, and Shared Notes tied to previous Sessions.

You can set a different time range on the Pre-Read generation page by changing the First Day and Last Day values.

Click on Generate Pre-Read after changing the date ranges if you're generating the Pre-Read for the first time, or click on Regenerate Pre-Read if you need an updated Pre-Read using the new date range.

Note:

  • Coaching insights are pulled from previous Sessions from the same Program.

  • If the Session isn't associated with a Program, coaching data from Sessions using the same template will be used.

  • If no template is used for the Session, you may see a "No coaching history available" message.

Information Not Used to Generate Pre-Reads

Pre-Reads will not consider the following information:

  • Private Notes

  • Attachments to Shared and Private Notes, including PDFs and DOCX files

  • Out-of-Office scheduling (unless Proration has been applied to the employee's Scorecard)

If you would like an attachment or Private Note to be included in a Pre-Read, copy and paste the contents of the attachment or Note into the comment box of a previous Session. Do not move sensitive information from a Private Note to a Shared Note solely to include it in the Pre-Read.

You can also turn off the Privacy toggle on the Private Note so it becomes a Shared Note.

Pre-Reads do not use an employee’s Out-of-Office dates directly. They use the employee’s prorated Scorecard totals instead. If an employee’s time out of office is not reflected in their Pre-Read, ask an administrator to confirm that Proration has been applied to their Scorecard.