A Goals Report generates a summary of the goals of the users from selected Performance Reviews. To run a Goals Report, start by clicking on the “User Goal Report” link under the HR heading in the “Reports” menu. Set any filters you need, but remember that the data results for this report are limited to who you are scoped to see in the Performance Review process.
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Selecting Report Filters
With this report, you are able to run a report on multiple Performance Review Periods as well as multiple Performance Reviews. For example, you can run a report on all Performance Reviews for the year and narrow down your results by selecting a specific time frame (Performance Review Period).
You can then continue to filter the results of the report based on:
Report Groups - select the HR Groups you wish to include in the report.
Goal Types - select the Goal Types that you wish to include in the report.
Location - filter by specific locations within your organization.
Districts - filter by specific districts within your organization.
Due Date - select the dates by which a goal(s) were due.
Complete Date - select the dates that the goal(s) were actually completed.
You can then select the Fields that appear in the report. Again, the report will show the Goals for all of the users within the Performance Reviews that you selected.
There are two other methods by which this report can be accessed:
From the Performance Review - under the “Users” tab you can select the “Goals Report” button at the bottom of the page to run a report on all HR groups for THIS specific Performance Review.
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For a specific HR Group - under the “Users” tab you can also select the circle icon, and then select “View Performance.” Under “Options” you will select “Goals Report” - again, this will be a report for this specific HR Group ONLY.
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