Reporting Glossary for Coaching

Updated 

Below is the reporting glossary for coaching:

Term

Description

Session Status

Indicates the status of the coaching session, such as Completed, Canceled, Started, or Scheduled.

Session Creator

Refers to the user who created the coaching session.

Participant

Encompasses all users involved in the coaching session.

Participant Type

Specifies whether the participant plays the role of Coach or Trainee.

Coach

Identifies the user responsible for conducting the coaching session.

Trainee

Represents users who actively participate in the coaching session.

Is Participant Declined

Indicates whether a participant declined the coaching session request.

Participant Declination Reason

Provides the reason behind a participant's decision to decline the coaching session.

Reference Cases

Lists reference cases selected for discussion during the coaching session.

Coaching Areas

Describes the specific areas or topics covered in the coaching session.

Session Mode

Specifies whether the session took place online or offline.

Session Cancellation Reason

Offers insights into why a coaching session was canceled.

Session Cancellation Type

Differentiates between auto-cancellation, cancellation by the coach, or participants declining.

Session Canceled By

Identifies the user responsible for canceling the session.

Session Last Modified By

Identifies the last user who modified the coaching session.

Scheduled Start Time

Indicates the scheduled commencement time of the coaching session.

Scheduled End Time

Specifies the planned conclusion time of the coaching session.

Session Modified Time

Reflects the time when the coaching session details were last modified.

Session Scheduled At

Denotes the time when the session was scheduled.

Session Started At

Represents the time when the coaching session officially began.

Session Completed At

Indicates the time when the coaching session was successfully concluded.

Session Canceled At

Specifies the time when the coaching session was canceled.

Coaching Session ID

Refers to the unique identifier associated with each coaching session.

Coaching Session Note

Refers to the notes taken during the coaching session.

All Coaches

Lists the names of all coaches involved in each coaching session.

All Invited Trainees

List of all trainees who were invited to participate in the coaching session.

All Confirmed Trainees

List of all trainees who accepted or did not decline the invitation for the coaching session.

Session Duration (M)

Quantifies the duration of the coaching session in minutes.

Total Participants (M)

Enumerates the total number of participants involved in the session.

Session Count (M)

Records the overall count of coaching sessions.

Suggested By

The name of the user who suggested the coaching session.

Is Suggested

Indicates whether the session was suggested.

Suggested At

The date and time when the session was suggested.

Coaching Title

The title of the coaching session.

User Custom Field

This dimension stores the union of all user-level custom field values across trainees in a coaching session. It can be applied as a filter for coaching sessions. If the custom field value of any trainee in a session matches the filter criteria, that session will be included in the filtered results.

The stored value is updated during the following events:

  • Session is created

  • A user is added to the session

  • A user is removed from the session

  • Session is modified

  • Session is started

  • Session is completed

Case Custom Field

This dimension represents the union of all custom field values from the reference cases linked to a coaching session. It can be used to filter coaching sessions. If the custom field value of any reference case within a session matches the filter criteria, that session will be included in the filtered results.

The value is dynamically updated during the following events:

  • Session is created

  • A user is added to the session

  • A user is removed from the session

  • Session is modified

  • Session is started

  • Session is completed