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 four type of Coaching exports:

1. Export of specific Coaching Program data

↳ Provides the details of each check-in session within a Coaching Program.

2. Export Summary Data for Many Check-Ins

↳ Provides the summary details of up to 1000 check-ins at a time.

3. Export Employee Utilization of Coaching in Ambition

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

4. Export Manager Utilization of Coaching in Ambition

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

 

Export Coaching Program or Check-in Data

Quickly access a high level overview of individual Coaching Sessions per Program or export summary Check-In data.

 

Export Coaching Program Data

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.

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

 

2. Click the icon 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.

This report includes:

• Program Details & Objectives
• Each Participants Session
• Completed Status (true or false)
• Is Excused (true or false)
• Scheduled (true or false)
• Average Rating
• Attribution Metrics
• Each Individual Rating Category
• Each Agenda Item and Response

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 Summary Data for Many Check-Ins

Users with Admin access or Coaching All Access can export the summary data for up to 1,000 check-ins at a time.

1. Open the left navigation and click Coaching > Manage > Check-ins

2. Click Export Check-Ins.

• The export includes the employee, manager, co-coaches, program name, template name, status, start date, due date, completed date, and the average rating for the check-in.
• There is a limit of 1000 check-ins per export.
• Users can filter the data on the page to narrow their search results. What's shown in the table is what will be included in the downloaded report.
• The report can include check-ins across programs and/or templates.

 

3. Open the downloaded CSV to view Check-in data.

Note: This export does not include the agenda item responses within the individual check-ins.

 

Columns on Check-In Export	Contents
Employee	User's name, as listed in Ambition. This person is responsible for submitting responses to the check-in's agenda items.
Manager	Name of User in Ambition who is responsible for approving the check-in.
Program	If applicable, the name of the Program which the Check-In is related to.
Check-In Template	If applicable, the name of the check-in template which was used to generate the Check-In.
Status	The Check-In's status, includes: Due = Waiting for Answers Pending = Waiting for Review Complete = Completed by All Parties Expired = Expired Before Being Completed Excused = Excused by Manager Scheduled = Not Started Yet
Start Date	The date the check-in was opened.
Due Date	The date the employee's answers are due.
Completed Date	The date that the manager approved and marked the Check-In as complete.
Co-Coaches	If applicable, the names of the Check-In's co-coaches, as assigned by the Manager or Admin user.
Average Rating	If the Manager opts to leave ratings on individual check ins, the average will be displayed here.

 

 

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 > 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 Export	Contents
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	Contents
Manager	Name of 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