The Creator was rebuilt in September 2026. Client reporting is now set up in the How step of the Publish drawer rather than on a separate Publish page, and results are reviewed in the client's Reporting tab. See What's New in the Creator for a summary of what changed.
Configuring Compliance and Symptom Reporting
Build your programme in the Creator, then click Publish to open the Publish drawer and go to the How is it delivered? step. Scroll down to Client reporting and click it to open, then turn on the Client reporting toggle. The row changes from Off to On and shows how many measures you have set.
Turning on client reporting in the How step
Choosing what the client reports
Each measure is made up of three parts. Set them in the Measures row:
Measure - what is being tracked: BORG, Borg (6 - 20), Breathlessness, Fatigue, Modified BORG, Pain, RPE, Sleep quality or Wellness.
Interval - whether the client reports before or after.
Type - how often: every exercise, every session, every day, every week, or programme for once across the whole programme.
Click + Add measure to track more than one, and the small x at the start of a row to remove one.
Choosing a measure, interval and type for the client to report
Saving a set of measures as a preset
If you use the same combination regularly, save it as a preset with the + button beside the Reporting preset box. Give it a name, which only you and your team will see. Next time, pick it from the Reporting preset dropdown and the measures are filled in for you.
When you are happy, carry on to Review and send and click Publish programme. The programme goes out with symptom tracking switched on.
Client Interaction with Reporting
When the client opens their programme in the client portal, they see the list of exercises with a Start Session button at the top. Starting a session is what records their completion and their answers, so ask clients to use it each time they exercise.
Along the top of the session, a bar shows how many exercises are done, a timer, the percentage complete and an End button.
Numbered buttons let the client move between exercises, and Up next shows what follows.
At the bottom, Mark as Done completes the exercise and Skip passes over it. Skipped exercises count as skipped, not completed.
Where you turned on client reporting, the client is asked to score each measure at the points you chose, and can add a comment.
Working through a session in the client portal
If the client opens the programme link and chooses Just preview, they cannot start a session. Tapping Start Session asks them to save the programme to their browser first with Save & Continue.
Clinician Review of Compliance and Symptom Data
Go to Clients. The Reporting Filters panel on the left narrows the client list to the people who need a look:
Date Range - pick dates, or use 1d, 7d or 1m for the last day, week or month.
Filter mode - OR shows clients who match at least one of the filters you tick, AND shows clients who match all of them. Click the ? for a reminder.
Each measure - tick it and drag its slider to set the score to look for, from 1 to 10 (for example 5 or more).
Session Completion and Program Compliance - tick and set a percentage from 10% to 100%.
Click View next to a client to open their record.
Filtering clients by symptom scores and compliance
Viewing Client Reports
In the client's record, click Reporting in the left-hand menu. Reporting & Analytics has three tabs: Outcome Data, Adherence and Physical Tests.
On Outcome Data, use the Filters to choose a prescription and a date range, or click 1 day, 7 days, 1 month or 3 months. The Session Completion & Outcome Measures chart shows:
Bars for session completion as a percentage, one per session date.
Lines for each measure the client scored, on a 0 to 10 scale.
Click a bar to open that session in a pop-up. It shows whether the session was completed and the outcome measures and exercise feedback the client logged. Use the menu at the top right of the chart to download it as SVG, PNG or CSV.
Opening a client's Reporting tab
The Adherence tab works on programmes built in weeks and days. Choose the programme to see how many prescribed sets were completed, skipped or not attempted, with charts by week and views by schedule, exercise and set.
Checking set adherence for a programme
Additional Notes
A session the client starts but does not finish still appears on the chart, marked Not Completed with its completion percentage.
Clients can look back over their own sessions in the Progress tab of the client portal.
By setting up compliance and symptom tracking, clinicians can better monitor client progress and adjust exercise programmes as needed.