What is a Reporting Team?
A Reporting Team allows designated leads or managers to monitor their team's training progress across Yoodli’s core features without needing admin permissions:
Programs
Roleplays
Goals
This dashboard is embedded directly into the team lead’s member experience for seamless access and oversight.
What Can Team Leads See and Do?
1. Programs
View how team members are progressing through assigned training programs.
Send reminders to ensure timely completion.
Track overall completion rates and identify who may need extra support.
2. Roleplay progress
Access aggregated data such as:
Number of recordings started and completed
Minutes recorded
Spot trends and improvement areas across roleplays.
3. Goal Progress
Monitor individual and team-level progress on goals.
Dive into skill-specific breakdowns and development trends.
4. Individual Team Member Dashboards
View detailed dashboards per team member including:
Skill development trends
Completed and shared recordings
5. Grading Reminders
If part of a program requires manual grading, team leads will be notified of any outstanding reviews directly from their dashboard.
Setting up a Team
Org admins can also set up teams manually by navigating to People > Reporting Teams
Select Create Team
Create a reporting team by identifying your team leads and team members. Team Lead access is defined above.
You can invite leads and members via email invitation or upload a CSV
Org admins can manage add team members, manage roles and remove members
Team Lead View
Team leads will have an at a glance view of how members are performing and be able to track user progress from individual roleplays, programs, and goals. To view their teams, they will navigate to Dashboard and select their team from the dropdown list.
Program View: Team Leads are able to see member completion states, attempts and areas of strength / growth. Leads will also be able to export downloadable reports.
Roleplay Progress View: Team leads are able to see the number of attempts, minutes recorded and strength / growth areas for each member by roleplay.
Goal Progress View: Team leads are able to see a goal breakdown for each member to understand where a member can improve.
Grading Status: Team leads that are evaluators will be able to grade attempts directly from the dashboard.
Member Program Progress (coming soon): Per member program dashboard makes it easier to focus on individual members. Leads are also able to filter by specific skill analytics during the program
Still need help?
Contact [email protected] or click the messenger at the bottom right to chat