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Custom Client Reports

Learn more about creating custom client reports

Updated over a week ago

How to Use Custom Client Reports Feature

CoachRx offers a custom client report feature that allows you to export your clients' workouts, lifestyle, structural balance, consultation, assessment, intake forms, short term plans, and long term plan data into a branded PDF document. In this article, we will guide you on how to use this feature from the workout calendar.

Step 1: Look for the export button

Anywhere you can export data from CoachRx, you will see an export button or icon. For example, if you click on the fitness monitoring tab, you will find the export structural balance button.

Step 2: Select the date range

After clicking on the export button, CoachRx will automatically check the data you want to export. However, you still need to select the date range for the data you want to include in the report. You can choose to export everything or only select data.

Step 3: Choose the data you want to export

CoachRx allows you to export various data, such as structural balance, consultation notes, intake forms, short term and long term plans. Select the data you want to include in the report.

Step 4: Export the client data

Once you have selected the data, click on the "Export client data" button. You can send the report to as many email addresses as you want, and the PDF will be branded with your custom brand.

Step 5: Review the report

After exporting, you will receive an email with the data you selected for the report. The PDF will contain your custom brand and the data you selected for the report, such as workout calendar, consultation notes, intake forms, and short/long-term plans.

The custom client report feature in CoachRx is an excellent opportunity to increase the value you provide to your clients and connect with them on a more personal level. By following the steps outlined above, you can easily create and export custom reports for your clients.

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