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 five 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.

5. Programmatically export Coaching data via API

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 Active 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 answers submitted in the agenda.

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

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

2. From the Manage Coaching page, select the Programs tab.

If exporting data from a Managed Program, select the Managed Programs tab.

3. Click the icon in line with the Program you wish to export data from. Select Export CSV.

Note: Coaching Program data for Active Programs can be exported from within the Manage > Programs, Managed Programs interface. Data for Finished Programs can be exported through the reports in Coaching > Overview or Manage > Check-ins.

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

The downloaded 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.

Export Active or Finished Coaching Program Data

Coaching Program Data reports can also be access via the left 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

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

2. From the Manage Coaching page, select the Check-ins tab.

3. 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. The Check-in data visible is what will be included in the downloaded report.
• The report can include check-ins across programs and/or templates.

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

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

Export Coaching Utilization Reports

Export Coaching Utilization Reports

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

2. Locate the Reports tab.

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

Options: 

Employee Utilization CSV - Details into which employees are/aren't being coached

Manager Utilization CSV - Details into which managers are/aren't coaching

4. Optionally refine the respective utilization report by selecting custom Start and or End Dates.

The Start Date of the respective coaching event will be used to determine if the event falls within the optional Start and/or End date.

Employee utilization offers an additional optional filer of Group.

Click Download.

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

Employee Utilization CSV

Manager Utilization CSV