Do More Effortlessly with Automated Client Reporting
Discover the faster, easier way to prepare values clients output reports.
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Why choose the Values Hub Reporting for client reports?
…because they are integrated
The Values Hub reports are fully integrated with the client survey results found in your administrator’s dashboard at valuestech.com. Your client data is used to create beautiful, customized reporting, freeing you to focus on preparing for your next client meeting conversation. Adding a new client? Add the new client’s results with the click of a button.
Importing your client results is fast, free, secure, and just that easy.
…because they are individualized
Your clients are important. No one wants to feel like they are just another data-set. We all want that personal touch, and to feel like the report we receive is unique and tailored to me – personally.
From client and organization name, to questions for reflection, charts and diagrams, the reports you receive are an individualized reflection of your client.
…because they are professionally designed
My Values Insights™ is our clean, attractive, fully customized values output report. It’s filled with modern charts and diagrams all based on your client’s values selections.
Say goodbye to yesterday’s tasks of “find and replace,” or “copy and paste” and printing single report pages one at a time, then converting it all to PDF. Say hello to fully customized, automated values reporting. We take all the heavy lifting out of your hands, and in a matter of minutes you are printing or distributing a fully customized PDF values report.
Just a few minutes prepares you to open your email, click a link, and start reviewing My Values Insights™. Soon you are ready for engaging in a values-rich conversation with your client.
Custom company name and logo? No problem. Ask us about custom branding with your values coaching company identity.
…because we never close
It’s late and you are working on preparations for a values-conversation. You need to access an individual, team, or group values report.
Whether at home in Honolulu, at the Hyatt in Houston, or a Hostel in Hyderabad, requesting a new new or accessing existing client reports is simple. Just login to your Values Hub account, and prepare for your important values-integrated client conversation.
We just never close.
Get started with four easy steps:
1. Create your secure client account:
Simply use our contact form and request a new account. It’s free!
We will create your new account and reach out to you for a personalized orientation session so you feel comfortable and confident using the automated reporting tool. It is our mission to provide you with the support you require so you can provide maximum client care on their journey of values self-discovery.
It’s just that simple.
2. Login and import clients
Simply login to your account on the Values Hub, and import your client data. All your values client records are imported automatically and ready for review and creating client reports!
Add as many Values Technology accounts to the Values Hub as you wish. The Values Hub automated reporting software does all the hard work – quietly and efficiently behind the scenes.
I just takes seconds.
3. Review my clients
Explore your client details from my account page.
Visit the dashboard, order updated reports, download and print existing reports. You can easily explore group, team, and individual reports. If you have more than one account with valuestech.com, you can import them all and choose which practitioner account to display on your personalized dashboard
Did you find someone whose results are a few years old? Use the client record to locate contact information – might be time for a values refresh with your client.
4. Create, review and go!
From the dashboard choose a single client or choose multiple clients, customize a few details, then choose the report type you wish. Proceed to check out and place your order.
We do a little magic in the background and within one – two business days, the report is back to you and ready for your work as an expert practitioner. The report is ready for you to explore and develop your strategy for designing a powerful, client-centred values-integrated conversation.
It’s just that easy!
Get Started With Automated Values Reporting Today!
Our Commitment to Your Success
Customized reporting, ease of use, speedy preparation, accessible anytime – these are all the characteristics that led me to develop a reporting tool that supports and informs conversations with my clients. Just like you, I want to invest my time preparing to meet with my clients and develop insight rather than preparing reports.
We achieved the vision for a customized reporting tool that would do all the heavy lifting and free up valuable time for reflection on the results of a client survey.
We are pleased to provide a 100% satisfaction guarantee – if you are not satisfied, we will happily work with you to make things right or provide a full refund – no hassle.
Use our contact form to reach out and we can arrange for a Skype or Zoom conversation to demonstrate how it works, and get you started automating your reports and investing your time preparing for vibrant values conversations.
Our Guarantee
Our commitment extends to ensure you are completely satisfied with the automated reporting experience. We are here to help you get started, and guarantee right from your first experience that you will appreciate the power of automating reports for your values clients.
We are pleased to provide a 100% satisfaction guarantee – if you are not satisfied, we will happily work with you to make things right or provide a full refund – no hassle.