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 section of 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 across multiple Performance Review Periods or specific Performance Reviews.

You can then continue to filter the results of the report based on:

1. Report Groups - select the Report Groups you wish to include in the report. Report groups are an easy way to create custom groupings of Performance Reviews for reporting purposes.

2. Goal Types - select the Goal Types that you wish to include in the report.

3. Location - filter by specific locations within your organization.

4. Districts - filter by specific districts within your organization.

5. Due Date - select the dates by which a goal(s) were due.

6. 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.

Running a Goals Report from a Performance Review

There are two other methods by which this report can be accessed:

1. From the Performance Review - under the Users tab of Performance Review Administration 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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2. For a specific HR Group - when viewing an HR Group, under the Options button you will select the Goals Report to run the report on the users of that HR Group.