Export Coaching Data from Ambition

Within Ambition, Admin and Managers can run Coaching Programs and create Action Plans for Ambition Users. We recognize that Coaching history and details surrounding each coaching touch point is powerful, which is why the Coaching data generated within Ambition can also be exported.

Ambition offers three type of Coaching exports:

1. Export of specific Coaching Program data

↳ Provides a high level overview of individual User's Coaching Sessions per Program.

2. Export Employee Utilization of Coaching in Ambition

↳ View which Users are/aren't being coached within Ambition.

2. Export Manager Utilization of Coaching in Ambition

↳ View which Managers are/aren't coaching within Ambition.

 

Export Coaching Program Data

Quickly access a high level overview of individual Coaching Sessions per Program.

Program exports will let you know if each respective check-in, sorted by date, has been completed/excused, the optional rating if left by the Manager, and any Coaching Notes.

If applicable, Attribution metrics will also be visible via the Program export.

Note: At this time, the answers to Coaching questions are not exportable. 

 

Export Coaching Program Data

1. Open the left navigation and click Coaching > Manage.

 

From the Programs tab, you'll see all the existing Coaching Programs.

 

2. Click the Options button (three dots) in line with the Program you wish to export data from. Select Export CSV.

Note: Coaching Program data can be exported from both Finished and Active Programs.

 

3. Open the downloaded CSV to view Coaching Program data.

Note: At this time, the answers to Coaching questions are not exportable. 

As noted above, if applicable, Attribution metrics will also be visible via the Program export here 

Learn more about how Attribution is calculated here.

 

Coaching Program Data reports can also be access via the left-hand navigation > Coaching > Overview > Reports tab.

Select the specific program from the Program drop-down and then click Download.

 

Export Coaching Utilization Reports

Track which employees are/aren't being coached and which managers are/aren't coaching within Ambition. 

 

Export Coaching Utilization Reports

1. Open the left navigation and click Coaching > Manage.

 

From the Programs tab, you'll see all the existing Coaching Programs.

 

2. Click the blue Reports button.

3. Select the Utilization Report you'd like to download.

Options: 

Employee Utilization CSV - Who is being coached in Ambition

Manager Utilization CSV - Who is coaching in Ambition?

 

Coaching Utilization reports can also be access via the left-hand navigation > Coaching > Overview > Reports tab.

Through the Reports tab, custom Start and End Dates can be selected to scope the utilization reports.

 

4.  Open the downloaded CSV to view Coaching Utilization data.

Employee Utilization CSV

Columns on Employee Utilization CSV

• Employee = User's name as listed in Ambition
• Is Manager = True or False indication of where the User has Manager permissions in Ambition
• Manager = If applicable, the name of the User's Manager

The listed Manager's name will be pulled from the Manager field in User Settings.

• Programs = # of Programs that the user has been selected as a participant in
• Programs - Active = # of Coaching Programs that the users is involved in that are still running
• Check-Ins = total # of Check-ins generated for the respective user
• Check-Ins - Completed = total # of check-ins that have been marked as Complete
• Check-Ins - Completion Rate = rate composed of total # of check-ins / check-ins completed
• Check-Ins - Average Rating = if the Manager opts to leave ratings on individual check ins, the average will be displayed here
• Check-Ins - Last Completion Date = Year, Month, Date of the check-in that was last completed by the user
• Action Plans = # of Action Plans created for the user
• Action Plans - Active = # of Action Plans that have been created and not passed their due date
• Action Plans - Completed = # of Action Plans that have been completed
• Action Plans - Completion Rate = the percent of Action Plans that have been completed on time

 

Manager Utilization CSV

Columns on Manager Utilization CSV

• Manager = A User in Ambition with Manager Permissions
• Superior = If applicable, the name of the Manager's Manager.

The listed superior's name will be pulled from the Manager field in User Settings.

• Programs = the # of Programs the Manager owns.
• Programs - Active = the # of Programs that Manager owns that are currently active.
• Programs - Check-In Average Rating = if the Manager opts to leave ratings on individual check ins, the average will be displayed here.
• Action Plans - # of Action Plans the Manager has created in Ambition
• Action Plans - Completed - # of Action Plans that have been completed by the respective user the plan was created for.
• Action Plans - Completion Rate - the percent of Action Plans that have been completed on time by the respective user the plan was created for.