The Goals report provides an overview of the different goals/OKRs that exist within your company. These include individual goals, team goals and company goals.
To access this report:
Click Reports.
Click Performance.
Click Goals.
This report is split into four tabs:
Overview
Overview
As the name suggests, this provides an overview of your goals. You can see the following:
Active goals
Goals created in the last 30 days
Goals awaiting approval
Future goals
Most goals per employee
Employees without goals
Some figures show a total of all goals, but then also specify how many per type of goal.
You can click into each section to see a list of employees to whom the goals are assigned.
📎NOTE: You can't export the Overview report, but you can export the Individual goals, Team goals, and Company goals reports.
Individual goals
Individual goals
This provides a list of employees and their individual goals.
To control what appears, you can use the following filters:
Period - For example, a specific quarter or a custom date
Goal status
Active
Completed
Awaiting approval
All
Teams - A specific team or all teams
Positions - A specific position or all positions
Visibility - You can choose to see all, just public, or just private
The report will show:
Name of the employee
Title of the goal
Start date
Deadline
Progress of the goal
📌TIP: Click the title to go directly to the goal.
Export the Individual goals report
Click Export to export the individual goals report to Excel.
Team goals
Team goals
This provides a list of employees and their team goals.
To control what appears, you can use the following filters:
Period - For example, a specific quarter or a custom date
Goal status
Active
Completed
Awaiting approval
All
Teams - A specific team or all teams
Visibility - You can choose to see all, just public, or just private
The report will show:
Name of the employee
Title of the goal
Start date
Deadline
Progress of the goal
📌TIP: Click the title to go directly to the goal.
Export the Team goals report
Click Export to export the team goals report to Excel.
Company goals
Company goals
This provides a list of employees and their company goals.
To control what appears, you can use the following filters:
Period - For example, a specific quarter or a custom date
Goal status
Active
Completed
Awaiting approval
All
Visibility - You can choose to see all, just public, or just private
The report will show:
Name of the employee
Title of the goal
Start date
Deadline
Progress of the goal
📌TIP: Click the title to go directly to the goal.
Export the Company goals report
Click Export to export the team goals report to Excel.