Introduction

Building reports allows you to create customized documents that your clients receive after completing their assessments. With control over which data is included and the ability to add your own professional notes, you can generate polished PDF reports that align with your company’s branding and communication style.

Location

Report Templates are managed from the web application. Navigate to the Content and Templates tab in the left-hand menu, then select Report Templates.

This will take you to the Report Templates page, where you can create a new template or edit existing ones.

Purpose and Functionality

The purpose of Report Templates is to give coaches and professionals full control over how assessment results are presented to clients.

Templates allow you to organize data in a specific order, include personalized notes alongside each section, and add visual elements such as snapshots from assessments, all within a consistent, professional format.

How to Use Report Templates

Use different blocks to build tailored report templates based on your client types or service offerings. Blocks can include dividers, snapshots, assessments, and written notes to structure the report exactly how you want.

Customized reports improve clarity and enhance the client experience by making results more personal and easier to understand. This added level of detail and professionalism can help increase perceived value and support revenue growth.

Tips and Best Practices

• Create separate templates for different client types or service offerings.
• Include snapshots or images so clients can visually see their movement or assessment results.
• Add personalized notes to clearly explain your observations and how you are interpreting the assessment data.

FAQs + Troubleshooting