Tactical Overall Coaching Summary displays the overall level of total coaching assigned, reviewed, closing status, and follow-up status.
To view this report, select Reports > Report > Trending/Audit Trail /Tactical Report > Tactical Overall Coaching Summary:
The following page will be displayed.
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Screen Elements |
Description |
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Start Date |
To set the date range, firstly, select a start date. |
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End Date |
Select the end date. |
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Client Name |
Select the name of the client from the dropdown list. |
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Program Name |
Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name. |
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Location |
Select the location name. |
Once the search criteria are set, then, click on the 
button.
The report for the specified will be displayed as shown below:
From this view, the following actions can be performed:
1. Navigate between the pages: To navigate between the pages:
– Previous Page
– Next Page
– First Page
– Last Page
2. Refresh the page: To refresh the report.
3. Go back to the Parent Report: To go back to the parent report if the child report is displayed.
4. Zoom page: To zoom in or zoom out of the report page.
5. Export dropdown menu: To export the report in – Word, Excel, PowerPoint, PDF, and Data Feed.
6. Print: To print the report.
7. Find Text in Report: To find any specific text in the particular report. Enter the text in the search box and then click Find. The entered text will be displayed in the highlighted format in the report. To find the same text in another place, click Next.
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