How do I create saved filters for sessions?

Last updated: July 22, 2026

The Sessions page can show a large number of sessions depending on your role and how many people you manage.

Saved filters let you set up a specific combination of criteria once and return to that exact view any time, without rebuilding it from scratch.

How do I save coaching session filters?

Go to Coach in the side navigation bar and click Sessions.
Click the filter icon in the upper right of the page. The Filters panel opens on the Filter View tab.
With the filter panel open, set the criteria you want using any combination of filters.
1. The different filter options are explained in detail in the sections below.
Optional: To clear your current filter criteria without saving, click Clear at the top of the panel.
Click + New Saved Filter at the top of the panel to name and save your selections.

After you save your filter it will appear under the Saved tab of the Filters panel for quick access any time.
Optional: You can set up a scheduled coaching report email that will save the results of your coaching filter to you on a recurring schedule. You must have the Workflows: Create or Workflows: All Access permission to set up this workflow type. The article below outlines how to set up this workflow type.

📄 How do I schedule a coaching report?

Session Filter Options

Filters are grouped into four sections within the panel.

Details

Filter	What it does
Search Bar	Search sessions by name, or by the contents of action items, comments, agenda items, answers, and notes.
Status	Filter by session status: Open, Due, Pending, Scheduled Completed, Expired, or Excused.
Type	Filter by how the session was created: 1:1 Session, Group Session, or Active Session.
Source	Filter by the category where the session originated: One-Offs, Recurring, Programs, or Cadences.
Imported	Filter to show sessions that were imported from a CSV file.
Template	Filter by the session template used to create it.
Rating	Filter by average rating. If a session has multiple rating categories, this reflects the average across all of them.

Participants

Filter	What it does
Manager	Search for sessions by the manager who owns them.
Employee	Search for sessions by the employee responsible for completing the agenda.
Co-Coach	Search for sessions by assigned Co-Coach.
Group	Search for sessions based on the employee's manager or group memberships.

Dates

Filter	What it does
Start Date	Filter by the date range the session opened.
Due Date	Filter by the date range the session is or was due.
Meeting Date	Filter by the date range of the scheduled meeting, if one is set.

Source

Filter	What it does
Program	Search for sessions by the program that generated them.
Managed Program	Search for sessions by managed program name.
Cadence	Search for sessions by the cadence that generated them.

Scheduled sessions and the Status filter

The Scheduled status filter only shows upcoming one-off sessions. Recurring sessions and sessions generated by a program become available just-in-time and appear under a different status once they open, rather than showing as Scheduled ahead of time.