Overview
The Goals Progress report displays a table containing all of your organisation’s Goals as columns, with each row representing a user and their progress towards any goals assigned to them, shown as a percentage.
Note: Percentages will only show for users assigned to a given goal: a hyphen indicates the user is not assigned to that goal, while a percentage of zero (0%) indicates the user is assigned but has not yet made progress.
Filtering your report
Filtering your report
This report shows goal progress percentages for all users in your portal. You can narrow the information shown by using the following filters:
People (default and custom fields)
Roles (filter by role if your organisation uses the Roles feature)
Groups (filter by group is your organisation uses the Groups feature)
Period (choose whether you want to analyse current or previous goal periods)
Follow our guide to learn how to save your favourite filters and download reports.
Example
Example
The ABCE Company wants to get an idea of how its Chartered Accountants in NSW are tracking towards their CPD goals for the year.
They use the Goals Progress report, applying filters using their custom fields to identify users with 'CA' as their position and 'NSW' as their location, and are quickly able to get a snapshot of their accountants' progress percentages.