Reports

Follow New articles New articles and comments

• How can I use the Projected Income Report?
• I know the "Projected Income" report uses the "Duration" of months tab in the "Agreement" section to project out the months. When I set an agreement to start on August 15, does it show up first in the September section of the income projector report?
• How can I use the Subscriber List Report?
• What does the Invoice Report track?
• How can I use the Income by Accounts Report?
• What does the Evaluation Notes report do?
• How can I view the clients' activity at a glance in the Console system?
• What does the Clients Report do?
• Can I track coaching hours for ICF?
• Do I need to start recording the time for all my sessions?
• Will the logs in CC with client notes and the time they spent with me be enough for ICF to see the number of hours I have coached?
• What happens with my history of coaching appointments when I change the status of a client from active to inactive, prospect or hot lead? Will this have any impact on the certification report?
• Can I enter in the Console appointments with clients that happened before opening my Console account? I need those appointments in my Certification Report.
• How do I specify in my Certification Report that an appointment is pro bono and not paid?
• How do I track my coaching hours in the Coaches Console system for my certification?
• What business reports are available through The Coaches Console?
• Can I print and download the reports?