Coaching Reports Overview

Coaching Reports are a type of survey that allow customers to create targeted forms for coaching and mentoring between managers and employees. For example, these reports can be completed after a ride along so the manager can offer an evaluation and constructive feedback to the sales representative.

There are two types of Coaching Reports:

• Classic Coaching Reports - Business admins create a targeted form for coaching and mentoring between managers and employees
• Advanced Coaching Reports - Survey designers create coaching reports that are data driven and behave like an internal survey for coaching and mentoring between managers and employees

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.