Action Items Report Overview

Learn how to use the Action Items Report to analyze trends and assess the quality of Action Items.

Please note: this article is primarily for users with a Coach role and above.

You can access the Action Items Report by going to Reports > Coaching Reports > Action Items Report.

Using the Options & Filters, choose an Action Item Type, School(s), and a date range for which you'd like to see data. Results can also be filtered by Grade and Course. Once your filters are set, click Update Filters to see results.

From here you can toggle between Active and Mastered Action Items, as well as any other custom progression options on your site (i.e. "Approaching Mastery"). Progress may also be indicated by color-coded flags based on the length of time the Action Item has been active. See the top right corner for a key.

Pro Tip: Use the "Filter Table by Text" box to search for a specific user.

Do you need more information?

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