Create professional, branded PDF reports to share comprehensive client data including workouts, lifestyle tracking, assessments, consultations, and training plans. Export customized reports that showcase client progress and strengthen your coaching relationships.
Key Benefits & Features
Professional branded reports - PDFs feature your custom logo and business branding
Comprehensive data export - Include workouts, lifestyle, assessments, plans, and consultations
Customizable content - Select exactly which data to include in each report
Multiple delivery options - Send to multiple email addresses simultaneously
Date range selection - Export specific timeframes or entire program history
Client communication tool - Share progress summaries during consultations or milestones
Progress documentation - Create records for client files and portfolio purposes
Creating Custom Reports
Step 1: Navigate to Export Function
Open your client's calendar in CoachRx
Locate the Export button in the top navigation bar
Click Export to open export options
Step 2: Choose Export Format
Select your preferred format:
PDF - Professional branded document with your logo
Text file - Plain text format for simple data export
PDF format is recommended for client-facing reports
Step 3: Select Date Range
Choose the timeframe for your report
System automatically checks relevant data within selected timeframe
Step 4: Select Report Content
Choose which data categories to include:
Workout Calendar
Structural Balance
Consultation Notes
Intake Forms
Short-Term Plans
Long-Term Plans
Step 5: Enter Recipient Email Addresses
Add email addresses (separated by commas for multiple recipients)
Common recipients: client, yourself, other providers
Step 6: Generate and Send Report
Review selections
Click "Export Client Data"
Email automatically sent to all addresses