The Reports Section: Navigation and Categories

Modified on Mon, 20 May 2024 at 11:09 AM

The Reports section of the admin contains all the reports available for the admin, which is determined by the roles assigned. In this article, we’ll list all reports by category.


When you enter the Reports section, you’ll see the categories that contain at least one report that you have access to. Report categories are collapsed by default; once you click on the category tile, you can view the reports in the category and choose the one you want to access.


Categories and Reports


All reports can be set to run for the date-range you set


Member Reports

  • Logins shows the number of login
  • Added shows the number of new members added
  • Registered shows the members who have registered


Course Reports

  • Course Starts shows the number of courses that were started
  • Course Completes shows the number of courses that were finished
  • Course Event Summary shows the number of members that achieved each of the four types of events
  • Course Progress Summary shows the number of sessions that were completed by members
  • Course Event Details shows an in-depth look at specific event types


Coaching Reports

  • Appointments shows the appointments with members by status
  • Lead Contacts shows the summary of lead contacts assigned to members
  • Tasks shows a summary of all task assignments
  • Group Programs shows a detailed breakdown of participant progress in group programs
  • Contact Lead Assignments shows a summary of lead contacts assigned to members


Content Reports

  • Care Path Summary shows a detailed breakdown of member progress in care paths
  • Challenge Summary shows a breakdown of member progress in challenges
  • Flow Responses shows a summary view of member responses to flow questions


Misc Reports

  • Audit Log shows changes to account and member records

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