Track participant progress with reports
Track participant progress with reports
The Reports section in your Admin Area gives you a full picture of how participants engage with your programs — from activity completion and event attendance to appointment bookings.
Who can see reports
What you can see depends on your role:
| Role | Reports | Program Reports | Participant Reports |
|---|---|---|---|
| Owner / Admin / Implementation Admin | All | All | All |
| Program Admin | — | For programs you run | For participants in programs you share |
| Program Facilitator | — | For programs you facilitate | For participants in programs you share |
| Program Sponsor | — | For programs you sponsor | For participants in programs you sponsor |
| Reporting Sponsor | — | For programs you sponsor | For participants in programs you sponsor |
| Participant | — | — | — |
A Program Admin or Facilitator can open a Participant Report for a participant only if the two of them share at least one program where the Program Admin or Facilitator has report access. Trying to open a Participant Report for someone you don’t share a program with returns 403 — even from a direct link.
Owners and Admins have the organization-wide shortcut and can see every participant’s report.
Reports show progress as numbers, statuses, and dates. They don’t show what participants wrote, so a Reporting Sponsor sees the same reports as a Program Sponsor. What differs is the rest of the program: a Reporting Sponsor never sees participants’ answers, journals, comments, the feed, or channels, and can’t open Impact Reports, whose themes come from participants’ answers. See Program Admin, Facilitator, and Sponsor roles.
About the labels. You’ll see “Active Clients” in the Reports UI even though the rest of the product now says “Participant”. That label hasn’t been renamed yet: it means active participants.
Open reports
Open Admin Area from the sidebar, then click Reports. You’ll see three sections (visible based on your role):
- Reports — Organization-wide membership and activity trends. Owners and Admins only.
- Program Reports — Progress data for a specific program.
- Participant Reports — One participant’s activity across all programs you share with them.
Organization reports
The main Reports page shows membership growth and participant activity across your entire organization.
New Members
Tracks how many new members joined your organization:
| Stat | What it shows |
|---|---|
| Today | New members today, compared to yesterday |
| This Week | New members since Monday, compared to last week |
| All Members | Total member count (excluding deleted accounts) |
A bar chart below shows daily new member counts for the selected date range. Use the Show dropdown to switch between Last 7 Days, Last 30 Days, Last 3 months, or Last year.
Active Clients
Shows how many unique participants had at least one session:
| Stat | What it shows |
|---|---|
| Daily Active Clients Today | Unique participants with a session today |
| Weekly Active Clients | Unique participants in the last 7 days |
| Monthly Active Clients | Unique participants in the last 30 days |
Each stat includes a comparison to the previous period. A line chart below shows the daily trend.
Program reports
Program reports let you drill into a single program. Select a program from the dropdown at the top of the page to see its data. There are six tabs, plus an Impact report tab for the program’s owner, admins and program admins.
Overview tab
Shows top-level stats for the selected program:
- Members — Participants enrolled in the program
- Active Clients — Participants with a session in the last 30 days
- Sections — Total sections in the program
- Modules — Total modules across all sections
- Completion Rate — Percentage of members who finished every activity
An Active Clients line chart shows participant activity over the selected date range.
Progress tab
Breaks down how participants move through your curriculum.
Summary stats:
- Started Activities — Percentage of members who completed at least one activity
- Avg. Activity Progress — Average completion across all members and sections
- Completion Rate — Percentage of members at 100% completion
Sections & Modules shows each section with progress bars for Started, Progress, and Completion. Click a section name to expand it and see a bar chart of completion rates per module.
The Clients table lists every participant with their progress percentage, last active date, and when they started and completed the program. Sort by Name, Progress, Last Active, Started At, or Completed At.
Two filters set which activities the Progress percentage counts:
- Released only — On by default. Counts only activities in sections that are already released to participants, so a participant who has done everything available so far shows 100%. Set it to No to count every activity in the program, including sections that open later.
- Section — Counts only the activities in one section, for example “Week 1”. Completed At then shows when the participant finished that section.
See one participant’s activities
Click a participant in the Clients table to open their activities in a side panel, without leaving the program. It’s a quick snapshot before a check-in.
- Activities are listed in curriculum order, grouped by section and module.
- Each activity shows when the participant first viewed it and when they completed it, or a dash if they haven’t yet.
- Viewed, Completed and Progress at the top total the activities in the panel. Progress is the same number as in the Clients table.
- Section and Released only work as they do in the Clients table, and the panel opens with the table’s choices. Pick a section, for example “Cycle 2”, to see just that cycle. Sections that aren’t released yet are marked “(not released)”.
The views, completions and dates are the same as in the CSV export’s Per activity rows, and dates use the time zone in your profile. You can open the panel for a participant only if you can already see them in Participant Reports, so a sponsor or facilitator sees it for participants of the programs they report on.
Activities tab
The Activity Engagement table lists the activities in the program with their type, label, completion rate, view count, and location (section and module). Activities are listed in curriculum order: section by section, then module by module, in the order participants see them.
Narrow the list with these filters:
- Released only — On by default. Hides activities in sections that aren’t released to participants yet. Set it to No to include them.
- Section — Shows one section’s activities, for example “Week 1”. Sections that aren’t released yet are marked “(not released)”.
- Module — Shows one module’s activities. After you pick a section, this lists only that section’s modules.
- Type and Label — Show one activity type or label.
A summary line above the table totals the activities that match your filters: how many there are, their average views, and their average completion (the average of their completion rates). To answer “What’s the completion rate for Week 1?”, choose Section: Week 1 and read the average completion.
Sort by Curriculum order, Name, Completion Rate, or Views.
Export a program to CSV
Click Export CSV at the top of Program Reports, next to the program dropdown. The button works from any tab. Section and released work the same way as the Progress and Activities filters above, and rows come in the same curriculum order.
- Under Rows, choose Per activity or Per participant.
- Optionally choose a Section, then a Module in that section. Leave them on All sections and All modules to export the whole program. Sections that aren’t released yet are marked “(not released)”, and choosing one turns off Released activities only so its activities are included.
- Keep Released activities only on to leave out sections that aren’t released yet. Turn it off to include them.
- Click Download CSV.
Per activity has one row for each participant and activity, in curriculum order:
| Column | What it shows |
|---|---|
| Participant, Email | Who the row is about |
| Program, Section, Module, Activity | Where the activity sits |
| Type | Lesson, worksheet, check-in, or task list |
| Order | The activity’s position in the whole curriculum, so it stays the same when you filter by section |
| Released | Yes when the activity’s section has no release date or its release date has passed |
| Viewed, First viewed at | Whether and when the participant first opened it |
| Completed, Completed at | Whether and when they completed it |
| Response submitted | For check-ins: whether they submitted a response. For worksheets: whether they answered it and completed it, so a worksheet that’s only partly answered shows No. Empty for other types |
Per participant has one row for each participant:
| Column | What it shows |
|---|---|
| Activities released | Released activities in the export |
| Viewed, Completed | How many of the exported activities they viewed and completed |
| % complete | Completed out of the exported activities. It matches Progress in the Clients table when the Progress tab uses the same Section and Released only choices and no module is chosen |
| Last active | Their last session in the program, the same as Last Active in the Clients table |
The participants are the same as in the Progress tab’s Clients table. Lesson and task list views are counted from October 15, 2026. Dates use the time zone in your profile. The file opens in Excel and other spreadsheet apps.
Anyone who can open the program in Program Reports can export it: owners, admins, implementation admins, and the program’s program admins, facilitators, program sponsors, and reporting sponsors. The Response submitted column only says whether a response was submitted (Yes, No, or empty for activity types without responses); the export never includes the answer itself.
Events tab
Shows event participation data for the selected program.
Overview stats:
- Events Created — Number of events (recurring events counted per occurrence)
- RSVP Rate — Percentage of members who responded “Attend”
- Attendance Rate — Percentage of members who actually attended
Feedback averages appear when events have feedback enabled: Value, Guidance, Content, and Engagement (each rated on a star scale).
The Attendance & Responses table lists each event with host, label, number of responses, and attendance count. Filter by host, label, or status (upcoming/past).
Appointments tab
Tracks one-on-one booking usage in the program.
Overview stats:
- Remaining Slots — Unbooked slots out of total available
- Book Rate — Percentage of slots that have been booked
- Attendance Rate — Percentage of booked appointments where the participant attended
Feedback averages work the same as events: Value, Guidance, Content, and Engagement.
The Booked Appointments table shows each appointment with its schedule package, host, participant, and attendance status. Filter by host, participant, package, attendance, or status. Click a package name to see its details.
Schedule Packages tab
Shows usage data across all schedule packages in the program.
Overview stats:
- Usage — Booked slots out of total available slots
- Attended / Booked — Attended appointments out of booked appointments
- Total Usage Rate — Percentage of all slots where the participant attended
The Packages table lists each package with its host, schedule name, expiration date, usage count, usage percentage, and remaining slots. Expired packages are marked in red. Filter by host or availability (expired/available), and sort by creation date.
Impact report tab
The Impact report tab turns the program’s results into a report you can share outside upcoach: group totals, an AI-written summary and themes from reflections, behind a private link that expires. See Create and share a program impact report.
Participant reports
Participant reports show one participant’s engagement across all your programs. Select a participant from the dropdown at the top of the page. Each name has the programs that person takes part in below it. On the Participant Reports page, to find someone in one program, choose it in the Program dropdown first, and the participant list shows only that program’s participants. There are four tabs.
Overview tab
Top-level stats for the selected participant:
- Programs Enrolled — Number of programs they belong to
- Total Events Attended — Events attended (recurring counted per occurrence)
- Total Appointments Attended — Appointments attended
- Total Time Spent on Activities — Cumulative time across all sessions
The Programs Enrolled table shows each program with enrollment date, progress percentage, last active date, and time spent.
A Time Spent chart shows how much time the participant has spent over the selected date range.
Activities tab
Shows activity-level detail for the selected participant.
Summary stats:
- Total Activities Viewed — Activities viewed out of total available
- Total Activities Completed — Activities completed out of total available
- Total Worksheets Completed — Worksheets completed out of total available
- Total Tasks Completed — Tasks completed (only appears when the participant has task list data)
The Activity Engagement table lists the participant’s activities program by program, each program in curriculum order, with their type, label, whether they were viewed, completion date, and location (program, section, module). Filter by type, label, or status (viewed, completed). These filters narrow the table only, not the summary stats.
To look at one program or one cycle, use the Program, Section and Released only filters:
- Program — Choose a program to see only its activities. The summary stats and the table count the same activities as the Progress tab’s participant panel and the CSV export, so their numbers match for the same section and Released only choice.
- Section — After you choose a program, lists its sections in curriculum order. Sections that aren’t released yet are marked “(not released)”.
- Released only — On by default. Leaves out activities in sections that aren’t released yet, from the stats as well as the table. Set it to No to include them.
With Program on All, the stats add up every program where you can see the participant, so they can differ from the participant panel in Program Reports, which counts one program. For example, someone in two programs might show 6 of 12 activities viewed here and 4 of 7 in one program’s panel.
Events tab
Shows the participant’s event history across all programs.
Overview stats:
- Total Events Attended — Events this participant attended
- RSVP Rate — Percentage of available events they responded “Attend” to
- Attendance Rate — Percentage of available events they actually attended
Feedback averages for this participant: Value, Guidance, Content, and Engagement.
The Events table shows each event with host, label, status, whether they responded, attended, watched the recording (as a percentage), and whether they submitted feedback. Filter by label, status, attended, or feedback submitted.
Appointments tab
Shows the participant’s appointment bookings.
Overview stats:
- Remaining Slots — Unbooked slots available to this participant
- Book Rate — Percentage of available slots they booked
- Attendance Rate — Percentage of booked appointments they attended
Feedback averages for this participant: Value, Guidance, Content, and Engagement.
The Appointments table shows each appointment with host, package, status, attendance, recording watched, and feedback submitted. Filter by host, package, status, or attended.