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 > Programs.
If exporting data from a Managed Program, click Coaching > Manage > Managed Programs.
2. 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.
3. 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-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 |
Column 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:
|
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 > Overview > Reports.
2. 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
3. Refine the respective utilization report by selecting custom Start and or End Dates. Employee utilization offers an additional optional filer of Group.
Click Download.
5. Open the downloaded CSV to view Coaching Utilization data.
Employee Utilization CSV
Columns on Employee Utilization CSV Export | Column 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 Export | Column 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 |
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