Progress tracking & reporting

See who is on track. Prove it worked.

Live program and participant reports replace gut feeling with data: who started, who is moving, who went quiet, and what changed by the end of your program.

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Program reports

Your whole program on one screen.

Every program has a live report. Top metrics show started, average progress and completion. The section and module breakdown follows your curriculum, so you see where the group is, bar by bar, and spot the drop-off week before it becomes the drop-out week.

  • Progress, Activities, Events and Appointments, each on its own tab
  • Released only: sections that haven't opened yet stay out of the numbers
  • After every live session, participants rate value, guidance, content and engagement
Program report Program: Leadership Mastermind
Section: AllReleased only
Sections & modules
NameStartedProgressCompletion
Intake week 100%92%88%
Week 1: Foundations 100%74%61%
Week 2: Core framework 92%58%40%
Week 3: Go deeper 78%41%22%
Week 4: Refine 54%19%8%
Participant reports

Every participant, in full.

One click from any name opens the whole story: programs enrolled, events and appointments attended, total time spent, a daily activity chart, and what was viewed and completed. When a participant asks where they stand, the answer is already on screen.

  • Open one participant's activities in a side panel without leaving the program
  • See when each activity was first opened and when it was completed
Responses

From answers to insight.

Every worksheet and check-in response lands in one place. Aggregated results chart the whole group's answers to scale and number questions, and AI Insights summarize open-ended answers across participants, so the patterns surface without reading one response at a time.

  • Any participant's full response is one click away
  • Check-ins turn into a trend from the second submission
See Accountability Activities
Impact reports

Show what changed, then share it.

Program types ship with an intake assessment and a final reflection that mirror each other, so the change shows in your participants' own words and numbers. Within your plan's monthly allowance, turn it into an impact report straight from Program Reports: an AI-written summary where every statement points to the figure it rests on.

  • Opens as a draft: edit the narrative and switch sections off before you publish
  • Private links that expire after 7, 30 or 90 days and show how often they were opened
  • Group totals only: no names and no individual rows
See impact reports on every plan
Sponsors and stakeholders

Share the progress. Keep their answers private.

Add a sponsor as a Reporting Sponsor and they see the program's content and reports, and none of the answers, journals or conversations. When the numbers need to live somewhere else, export Program Reports to CSV.

  • Reporting Sponsors are read-only and get no program notifications
  • Export per activity or per participant; the file opens in Excel
Claude & ChatGPT

The update your sponsor wants, one ask away.

Connect your AI assistant, such as Claude or ChatGPT, and turn any participant's data into a short narrative update: progress, attendance, engagement, written like you would send it. Reporting day becomes a one-line prompt.

See Work with Claude & ChatGPT

Questions, answered

What do program reports show?

Live top metrics (started, average progress, completion), a section and module breakdown with progress bars, and a per-participant table with progress and last active dates. Events, appointments, and session feedback have their own tabs.

What do participant reports show?

Everything about one person: programs enrolled, events and appointments attended, total time spent with a daily chart, and a per-activity table of viewed and completed.

Can I see individual answers, or only averages?

Both. Aggregated results show the group with automatic charts; any individual's full response is one click away.

What are AI Insights?

Summaries of open-ended answers across all participants, question by question, so you read the pattern instead of fifty separate responses.

How do I show before and after?

Program types ship with an intake assessment and a final reflection that mirror each other. Put the two side by side and the change is visible in your participants' own words and numbers.

What is a program impact report?

A report on a program's results for a sponsor, a client organization or your own team, created from Program Reports. It has an AI-written summary and themes from participants' reflections, and every statement points to the figure it rests on. It opens as a draft you can edit, and it shares group totals only, never names or individual rows.

Do live sessions get feedback?

Yes. After each event, participants rate value, guidance, content, and engagement. Results aggregate in your program report. It is on by default and you can toggle it off.

Can participants see these reports?

Reports live in your admin view. Participants see their own progress through the program, plus whatever activities you deliberately opened to the group.

What does upcoach track beyond views and completions?

The work itself: responses, submissions, recurring check-ins with trends, attendance, and time spent, tied to each participant. When you sell outcomes, you need evidence of work, not watch time.

Can I share results with a sponsor or stakeholder?

Yes. Publish an impact report (within your plan's monthly allowance) on a private link that expires, add the stakeholder as a Reporting Sponsor so they see reports but not participants' answers, or export Program Reports to CSV. With the Claude & ChatGPT connection you can also turn any participant's data into a short written update.

Which plans include reporting?

All of them. Every plan gets program reports, participant reports, aggregated results, AI Insights, and a monthly allowance of impact reports. Plans differ mainly by active participants and team seats, and some features, such as custom branding and team roles, start on Pro.

Stop guessing. Start showing.

Set up your program, invite participants, and the report fills in as they work.

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