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Action and Worksheet Follow-Through Reports

Action and Worksheet Follow Through Reports give you an at-a-glance view of how ALL of your clients are doing, follow-through-wise, with their assignments. As you might expect, you’ll find  Follow Through Reports on the Reports page:
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There are two flavors to choose from when it comes to viewing the timeliness and completion of client assignments: Actions and Worksheets.

 

Here’s an example of a Follow Through Report on Worksheets that have been assigned over the last month or so:

Worksheet_Follow_Through_Report.png

The total width of the summary bar is proportional to the number of assignments a given client has had over the date range in question.  Hovering your mouse over a given colored summary band explains what contributes to it.  Clicking on any header allows you to sort, and even the summary column is sortable, revealing a rough ordering of the overall consistency of follow through.

 

If you are using Team-Edition, sorting by summary, then by coach gives a nice summary that is grouped by coach.  Solid bands in the summary bar are for items that are completed; the faded variations denote not yet.

 

Report Customization and Filtering

By clicking the gear icon, you reveal a few more controls by which to customize and filter your report.  If, for example, you have all of your clients doing a weekly reporting, you can get an at-a-glance view of who is and who isn’t keeping up for a given week (or over any other time span), like so:

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By filtering on the name of the Worksheet, in this example, you can see how follow through is panning out for a particular type of assignment.

Drilling Down

By clicking on the magnifying glass icon found on the right for each client, you can bring up a detailed summary of all the Actions/Worksheets that comprise those stats:
Worksheet_Follow_Through.png

And if you feel so inclined to drill into the details of your client’s follow through, you can go one step further and click the magnifying glass for any specific item.  This brings up the item’s full details, as well as comments:

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The ability for you to comment right then is powerful: it’s an easy way to offer up some timely acknowledgment for effort already made, and encouragement on specific bits not yet complete.

Related:

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