Download a report as a PDF

Save the team Outcomes report as an A4 PDF for any group and period, to share with your leadership team or attach to a review.

Works on the web Team Checked 30 Oct 2026

You can download the team Outcomes report as a PDF. It has the same numbers you see on screen, for the people and period you've chosen.

Download it

  1. Open the report. Choose Reports in the menu. In a coaching account it's Outcomes, and in a school it's Progress report.
  2. Choose who. At the top, choose All my team members or one of your groups. Admins and super managers also have Everyone.
  3. Choose the period. Choose Month, Quarter or Programme, and use the arrows to go back to an earlier month or quarter.
  4. Download. Choose •••, then Download PDF.
The ••• menu open with Download PDF

The file is named after who and when, such as All-my-team-members-Q4-2026.pdf.

What's in the PDF

The PDF is A4. It starts with your organisation's name, who it covers, the dates and how many people are in it. Then:

  • Four numbers. Goals on track or completed, goals completed, the check-in response rate and the average mood out of 5.
  • Goal progress by participant. Each person's goals, tasks done on time and engagement.
  • Where goals sit. How goals spread across your core values.
  • Highlights. A few plain sentences about the period.

Like the report on screen, it's totals and trends only. Journal text, check-in answers and private goals are never in it.

Before you send it

  • A month or quarter that isn't finished yet covers the period so far. Download it again once it's over for the full picture.
  • To report on one team or site, put those people in a group first. See Create groups.

Schools can use the same download for the end of a term. See Download a term report.

Was this helpful? Still stuck? Chat to us