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What is the Goals Status report and when should I use it?

The Goals Status report allows you to easily confirm whether your users' goals are complete or still in progress.

Matthew Mast avatar
Written by Matthew Mast
Updated over 2 weeks ago

Overview

The Goals Status report displays a table containing all of your organisation’s Goals as columns, with each row representing a user and a status indicating whether their assigned goal is completed or still in progress.

Note: Statuses (Completed or In Progress) will only show for users assigned to a given goal. The absence of a status means the user isn't assigned to the goal.

Filtering your report


This report shows goal progress 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


The ABCE Training Company wants to know which of its employees did not complete their goals in the previous period.

They use the Goals Status report, using the Period filter to view goals statuses from the previous period, and collate a list of employees who did not complete their goals to follow up with.

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