Coaching Moment Report: Accessing, Printing, and Exporting
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Increase your team's productivity with the Coaching Moment Report in SpindleLIVE. This report provides details about the coaching moments based on your selected filters. This guide will provide detailed steps to effectively access, navigate, print, and export the report. Here's what you'll learn:
↬ How to Run a Coaching Moment Report: Step-by-step instructions to initiate and manage reports.
↬Export Options: Different methods to export coaching moments for further analysis or distribution.
↬Navigating the Report: Techniques to efficiently explore the data presented.
↬Printing Your Report: Guidelines for generating hard copies for meetings or archives.
The Related Links section below provides additional resources and best practices for understanding and utilizing SpindleLIVE and SpindleLIVE Mobile.
Quick Navigation
Accessing the Coaching Moment Report
Navigating the Coaching Moment Report
Accessing the Coaching Moment Report
① Click the Reports icon in the left sidebar or choose Reports from the 4-square.
② Scroll to the Workforce - Supplemental section.
③ Click the Coaching Moment Report.
④ Set the filters:
a. Region: Filter Coaching Moments by a specific region.
b. Location(s): Filter by one or multiple facilities.
c. Start Date/End Date: Specify the date range.
d. Employee(s): Select specific employees.
e. Categories: Filter by specific categories (e.g., Compliance, Performance Improvement).
f. Expand Coaching Moment Details: Choose to expand Coaching Moments.
g. Include Deleted: Include or exclude deleted Coaching Moments.
⑤ Click View Report to generate the report.
Navigating the Coaching Moment Report
↬ Page Navigation: Use the First, Previous, Next, and Last navigation buttons to access other pages.
↬ Expanding Coaching Moments: Click on any entry to expand and view specific details about coaching moment interactions. This is useful if you choose not to expand coaching moment detail in the report settings.
↬ Search: Search is useful for reports such as the Coaching Moment Report that expand multiple pages. Search using the employees name!
Printing the Report
Your standard print dialog box will appear, giving you complete control over your printer settings; due to the detailed nature of some reports, printing on larger paper, such as 11x17 inches, maybe more practical if they contain a large amount of data. Could you consider exporting the report and saving it as a PDF for electronic sharing or future reference?
Exporting the Report
SpindleLIVE has several export options, from standard PDFs and Excel files to even formats with more advanced options.
Understanding Report Details
Column Headers Explanation
↬ Location: Displays where the facility the Coaching Moment took place.
↬ Total: Shows the total number of Coaching Moments at the facility.
↬ Employee Name: Displays the name of the employee.
↬ Entered By: Shows the name of the person who entered the Coaching Moment.
↬ Entered Date: The date the Coaching Moment was entered.
↬ Category: Indicates the category of the Coaching Moment.
↬ Edited By: Who edited the Coaching Moment?
↬ Deleted: Shows a checkbox if the Coaching Moment has been deleted.
↬ Coaching Moment: Displays the content of the Coaching Moment. Includes the ability to expand or collapse comments.
Related Articles
SpindleLIVE Coaching Moments is a useful tool for management that aims to improve performance through interactive, documented interactions. The Workforce Coaching Moments page is the central hub for Coaching Moments and a great place to start! Explore our additional articles for more information on Coaching Moments.
➣ Best Practice for Coaching Moments
➣ We Love Coaching Moments, and You Should Too!
➣ Job Card Report - w/Coaching Moment option!
➣ Best Practice on Login Compliance for Production
➣ Best Practice on Login Compliance for Maintenance
➣ Best Practice for Team Status including on SpindleLIVE Mobile
Explore More Reports
Contact Spindle Support
Contact Spindle Support: On the SpindleLIVE website, click the Contact Us option in the Red Question Mark to access our Spindle Resource Center.
Spindle Resource Center: Provides easy access to our Spindle Help Center articles, virtual Onboarding for SpindleLIVE, missed Announcements, or Share Your Feedback with us.
Send a Request: If you want to submit a request now, please use this link: Submit a Spindle Support Request. Alternatively, Spindle Support can be reached by email at support@SpindleLIVE.com.
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