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      Getting Started with the Coaching Report (Beta)

      This guide will show you how to generate the Coaching Report, what’s included.

      The Coaching Report (Beta) is a newly refreshed report designed to support deeper coaching conversations by providing insights into a person's Workplace Talents and Relationship to Money. It combines behavioral science with an intuitive, modernized interface to help coaches, advisors, and leaders foster growth, improve performance, and enhance well-being.

      Key Insights Covered in the Coaching Report

      • Workplace Talents: Understand natural strengths, struggles, leadership tendencies, and how individuals operate in professional environments.

      • Relationship to Money: Explore patterns that influence financial behaviors, biases, and decision-making styles.

      While the Coaching Report offers in-depth insights, it is currently in Beta. The report is fully functional but still under active enhancement. We welcome your feedback to help us refine and improve the experience.

      Submit your feedback here: Submit a feedback

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      Using the Coaching Report in the DNA Web App

      Once logged into your DNA Web App account, follow these simple steps to generate the Coaching Report:

      1. Log into your DNA Web App account.

      2. Navigate to the "Clients" page.

      3. Select the client profile for whom you want to generate the report.

      4. Click on the "View Reports" dropdown menu.

      5. Select the third option: "Coaching Report"

      A pop-up will appear where you can customize the report:

      • Select sections to include:

        • Workplace Talents

        • Relationship to Money

      • You can choose one or both sections based on the coaching focus.

      • Click "Generate Report."

      What's Included in the Coaching Report?

      1. Workplace Talents

        • Discover key strengths, challenges, and leadership styles.

        • Get strategies to maximize leadership potential and improve team dynamics.

        • Access reflective questions to support self-awareness and coaching conversations.

      2. Relationship to Money

        • Analyze financial behavior patterns and biases.

        • Identify growth opportunities in financial planning and decision-making.

        • Use reflective prompts to guide productive discussions around money mindset.

       

       

      Still Need Help?

      Submit a ticket here.