Goal Exception Report

The Goal Exception Report displays all users who do not have an active approved goal within a specific time period. This report can be useful to see which users have not yet set goals for themselves for a review period.

Note: Goals that are in draft status are not considered active goals.


Filter Name Description
Date Criteria Filter your results by date. The report will search this time frame for goals. If any part of a goal falls within that time frame for a user, that user will not display. The default date criteria are specified by OU on the Goals Preferences page. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
User Criteria Limit results to the users matching the specified user criteria. This is required. If your permission to run the report is constrained to a specific subset of the population, that constraint is displayed above the User Criteria selection list and you are not required to make a User Criteria selection. An additional selection can be made to expand the results; the report will include users who match any of the selected criteria. If no User Criteria selection is made, the report is run for all available users.
Display OU Select an Organizational Unit to display that information on the report. For example, if you select the Position OU, each user's position will display in the report. This is optional.
Pending Goals Users with goals pending approval (but no other active goals) will not display if this option is selected.
Shared Goals Users with shared goals (but no independent goals) will not display if this option is selected.