This article will explain how to export the coaching tracker summary to an Excel file.  This will allow you to easily search, filter and organize the data included in your coaching tracker.

Based on the default user settings in the Sibme platform, you should have permission to export the coaching tracker summary if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.

To access the coaching tracker, click on the Huddle Tracker icon on the home page.  By default, the coaching tracker tab will be displayed.

First, determine the dates you want included in your export.  You can toggle between 1, 3, 6, or 12 months with the buttons at the top of the tracker or you can set a custom range using the calendar option to the right of the buttons.

Each coach has a more menu at the end of their coaching tracker row.  Click on the menu to display the option to export to an Excel file.

Clicking “Export to Excel” will prompt the file to download.  The exported file includes the following data listed by video: