Creating Training Reports

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Training Reports Overview

Training reports document your sessions, communicate progress to clients, and build a record of each pet’s development. You can write rich-text reports, attach photos and video, save reusable templates, and publish reports straight to your client’s account.

The Reports page displays all training reports you’ve created for your clients

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Creating Your First Report

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Step 1: Navigate to the Reports Page

Click Reports in the main navigation to see all your existing reports.

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Step 2: Create a New Report

Click the New Report button to open the report editor.

Click “New Report” to start creating a training report

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Report Details

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Select Client and Pet

Choose who the report is for:

1. Select a Client: Choose from your list of active clients
2. Select a Pet: After choosing a client, select which of their pets the report is about

Select the client and pet for your training report

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Choose a Template (Pro Feature)

If you’re on Pro, select a template to pre-fill the editor with your saved structure.

Choose from your library of report templates to streamline report creation

Templates are especially useful for:

• Standardizing your reporting format
• Ensuring you cover all important topics
• Saving time on recurring report types (initial assessments, progress check-ins, graduation reports)

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Write Your Report Content

The report editor is a rich text editor. You can:

• Add headings for different sections (e.g. “Session Summary”, “Next Steps”)
• Format text with bold, italics, and bullet points
• Create lists for observations or recommendations
• Add links to relevant resources

Your work saves with ⌘S, and the editor supports undo (⌘Z) and redo (⌘⇧Z).

Use the rich text editor to create detailed, well-formatted training reports

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Attach Media

Photos and video are often the clearest way to show a client what changed. A report can hold as many photos and videos as you like — the only limit is your media storage quota. Add them four ways:

• Upload a video — a clip from your device, up to 500 MB per file.
• Upload a photo — JPG, PNG, or WebP, up to 25 MB per file.
• YouTube — paste a YouTube link. Links never count against your storage quota.
• Library — pick a photo or video you’ve already uploaded, with no second upload.

Uploads count against your media storage quota and are saved to your Media Library for reuse.

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Common Report Sections

Consider including:

• Session Overview: Brief summary of what was covered
• Behavior Assessment: Observations on the pet’s current behaviors
• Progress Since Last Session: Improvements and changes noted
• Challenges: Any difficulties encountered during training
• Accomplishments: Successes and milestones achieved
• Homework: Practice activities for the client to work on
• Next Session Goals: What you’ll focus on in upcoming sessions

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Saving and Publishing Reports

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Drafts

A report stays a draft until you publish it. Drafts are visible only to you, can be edited freely, and show up in the Incomplete Reports card on your dashboard so you don’t lose track of them.

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Publishing

When your report is ready to share, click Publish and confirm. On publish, your client:

• Receives an email notification
• Can view the report in their Pawgress account immediately

Publish your report to make it visible to your client

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Managing Your Reports

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Viewing and Filtering Reports

The Reports page lists your reports with the most recent first, showing the client, pet, status, and date. Use the search box and the status filter to switch between Published reports and Drafts.

Your reports list shows all training reports you’ve created

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What Clients See

Published reports appear on the client’s Reports page, where they can read your observations, view attached photos and videos, and browse the full report history for their pet.

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Report Best Practices

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Consistency is Key

Establish a regular reporting schedule:

• After every session: Document observations while fresh
• Weekly or bi-weekly: For ongoing training programs
• At milestones: When pets achieve significant goals
• End of package: A comprehensive summary when completing a program

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Use Templates for Efficiency

On Pro, create templates for your common scenarios — initial assessment, weekly progress, behavior modification, graduation. Templates ensure you never forget a section and cut writing time considerably.

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Draft First, Publish Once

Because publishing locks a report, write in draft and review before you publish. Drafts are a safe place to work over several sittings.

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Next Steps

• Schedule training sessions and follow up with reports
• Track behavior progress using behavior logs
• Manage your media library