What you'll accomplish with Organization Reporting
Organization Reporting gives Org Admins a single dashboard to see who's set up on Cloverleaf, how engaged they are with coaching, and where to follow up. Use it to answer questions like "Which members still need a manager assigned?", "How many people have completed an assessment?", and "Is Coaching Focus adoption on track for my org?"
By the end of this article, you'll know how to:
Open Organization Reporting and navigate the Members and Adoption tabs
Filter members by setup status (no manager, no assessment, no Coaching Focus, no integration)
Track adoption trends for Assessments, Coaching Focus, Discover, and Feedback
Scope reports to a specific group, manager, or reporting tree
Export your data for sharing or offline analysis
Who can access this: Organization Reporting is available to Org Admins only. Group Admins and Members will not see the Reporting option in their sidebar.
Members tab: Review who is set up for success
The Members tab is where you go to find wins and gaps in setup and act on them.
Reading the summary metric cards
Five cards at the top of the tab show your org's readiness at a glance. Each card includes a clickable link that filters the table below to the matching group of members, so you can move from a headline number to a targeted action list in one click.
Active Members — Total active members, plus counts for Invited Members (sent an invite, haven't joined) and Loaded Members (uploaded but not yet invited).
Set a Manager (%) — Percent of active members on Cloverleaf who have an active Manager on Cloverleaf
Completed an Assessment (%) — Percent of members who finished at least one assessment.
With an Active Coaching Focus (%) — Percent of members with an Active Coaching Focus set.
With an Integration (%) — Percent of members connected to Calendar, Slack, or MS Teams.
Tip: Click any "X members without..." link to instantly filter the members table. This is the fastest way to build a follow-up list.
Understanding the Members table
Below the summary cards, the Members table lists every person in your org. Columns include:
Member — Name, title, email, and avatar. Click a name to open that person's profile.
Manager — Cloverleaf manager assigned to the member.
Coaching Focus — Shows Set or blank.
Assessments — Count completed and whether required assessments are done.
Integrations — Icons for Calendar, Slack, and MS Teams.
Date Joined — When the member joined.
Type — Member, Group Admin, or Org Admin.
Visibility — Public, Organization, or Restricted.
Click any column header to sort. The table paginates at 25 members per page.
Switching between Active, Invited, and Loaded views
Three tabs above the table separate members by status:
Active — Joined and using Cloverleaf
Invited — Invite sent, not yet accepted
Loaded — Added via bulk upload, not yet invited
Member counts appear next to each tab label so you can see how many people are in each state.
Searching and filtering members
Use the search bar to find members by name, email, title, or manager.
For broader queries, click Members Filter to narrow by:
Manager: No Manager / Has Manager
Coaching Focus: Not Set / Set
Integrations: None / Calendar / Slack / MS Teams
Assessments: None Completed / Completed
User Type: Member / Group Admin / Org Admin
User Privacy: Public / Organization / Restricted
Click Apply to run the filter. A badge shows how many filters are active. Click Reset to clear them.
Taking action from the Members tab
Four action buttons sit above the table:
Upload Members — Open the bulk importer to add members from a file.
Invite New Members — Send email invitations to new members.
Download — Export the current member list (any active filters are included) as a data file.
Select All — Bulk-select members for actions across the table.
Common mistake: When you click Download, the export reflects whichever filters are currently applied. If you want a full member list, click Reset before downloading.
Adoption tab: Learn what tools and features are bringing in the most value
The Adoption tab shows how your team is using Cloverleaf's core features. The tab contains four feature sub-tabs: Assessments, Coaching Focus, Discover, and Feedback.
What's in each sub-tab
Every sub-tab follows the same layout, so once you understand one, you understand all four:
Feature description — What the feature is and why it matters
Adoption status badge — A quick health indicator (for example, ON TRACK — Adoption is healthy)
Key metrics — Adoption percentage and total activity count
Cumulative Adoption Over Time chart — A line chart showing adoption trends
Intended Impact — Why adoption of this feature matters for your org
Resources — Links to relevant help articles and guides
Feature Champions — The top two members driving usage
What each sub-tab tracks
Assessments — Percent of members with at least one completed assessment, plus total assessments completed. An Assessment Completion Breakdown at the bottom shows completion by type (16 Types, DISC, Enneagram, StrengthsFinder, VIA, BlueEQ, and others).
Coaching Focus — Percent of members with a Coaching Focus set, plus total Coaching Focuses created.
Discover — Percent of members who've used Cloverleaf Discover, plus total Discover conversations initiated.
Feedback — Percent of members engaged with Feedback, plus separate counts for total Feedback Requests sent and total Feedback Responses given.
Edge case: Because the Adoption tab is a research preview, metrics and layout may change. If a number looks off, refresh the page before reporting it.
How do I narrow reports to a specific group or team?
Use the Segment Filter in the top-right corner of the Reporting page to scope both tabs to a subset of your org. When applied, every summary metric, chart, and table row updates to reflect only the selected segment.
Segment Filter options:
Organization Groups — One or more groups within your org
Reporting Team Managers — One or more managers and their reporting trees
Include Reporting Organization — A checkbox to include the manager plus everyone below them in the hierarchy
Example workflow: If you're a People Operations admin who needs adoption metrics for the Sales org only, select the Sales group (or the VP of Sales as the manager with Include Reporting Organization checked). All metrics on both tabs will reflect just that segment.
How do I export reporting data?
Click the ⋯ (More actions) menu next to the page title and select Download reports. This exports a copy of your reporting data for sharing or offline analysis.
If you only need a member list, use the Download button on the Members tab instead. It respects any active filters, so you can export a targeted list rather than the full roster.
Common questions and limitations
Why don't I see the Reporting option in my sidebar? Organization Reporting is restricted to Org Admins. Group Admins and Members don't have access.
Why is the Adoption tab labeled "research preview"? The Cloverleaf team is actively iterating on this tab. Metrics, charts, and layout may change as it evolves. Your feedback helps shape what ships next.
Can I see adoption data for just one team? Yes. Apply the Segment Filter in the top-right corner before exploring the Adoption tab. All charts and percentages will update to reflect your selected segment.
Will my filters apply to the export? Yes. The Download button on the Members tab exports only the rows that match your current filters. Click Reset before downloading if you need the full list.