Overview
The Goals Categories report summarises each user's progress towards their assigned goals. It displays progress on a per-goal basis, broken down by each goal’s category targets as well as the total target. The report also confirms the status of each goal, showing whether it is in progress or completed.
Filtering your report
Filtering your report
This report shows goal progress information for all users in your portal. You can narrow the information shown by using the following filters:
Goal (select which goal you want to display in the report)
People (default and custom fields)
Roles (filter by role if your organisation uses the Roles feature)
Groups (filter by group if your organisation uses the Groups feature)
Period (choose whether you want to analyse current or previous goal periods)
After applying a filter, you can save it as a favourite search using the 'Save' button. Favourite searches are available when you click the star button (next to the 'Save' button).
To clear all applied filters, click the 'Reset' button.
Downloading your report
Downloading your report
You can download your report as a CSV file using the download button.
When you download reports, CSV files are generated in the background. Once ready, they can be accessed (and downloaded to your computer) from the Downloads area of Analytics.
Your downloaded Goals Categories reports will be available to you for 30 days following their download and are not visible to other users.
For auditing purposes, all downloads are recorded in the Timelines report.
Example
Example
Each year the ABCE Law Co must ensure that its solicitors complete a total of 10 CPD points, with a minimum of one point from each category. They run this report for the previous period and make a list of anyone missing a point from any of the categories.