Goal Progress Report

The Goal Progress Report summarizes the progress of all goals for specific users during a specific time period. If goals are weighted, the summarized progress is a weighted average of the goal progress.

To access the Goal Progress report, go to Reports > Standard Reports. From the Performance tab, click the Goal Progress Report link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Goal Progress Report Grants access to Goal Progress Report, which summarizes the progress of all goals for specific users during a specific time period. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Performance

Criteria

Filter Name Description
Date Criteria Filter your results by date. If any part of a goal falls within that time frame, the goal will 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. 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 narrow the results further, but if no User Criteria selection is made, the report is run for all available users.
Perspective Limit results to a specific Perspective.
Detailed View Select Summarize Goals to display an average goal completion percentage for each user. Select Show All Goals to display the progress of each goal separately.
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.

Output with Summarize Goals Selected

Note: Field names may be customizable by the system administrator, so your field names may vary.

The progress displayed is a weighted average of all goals each user owns that has a start date or target date within the specified criteria.

If a user has no goals, the user does not appear in the report output.

Output with Show All Goals Selected

Note: Field names may be customizable by the system administrator, so your field names may vary.

Configuration Options

The following labels can be configured on the Goal Configuration page, and this report will match what is configured there:

  • Goal, Perspective, Progress

Progress can be turned off on the Goal Configuration page. If Progress is turned off for your OU or that of a goal being displayed, progress will display as N/A for those goals.

Shared Goals & Goal Weight

For shared goals, the shared goal is not included in the report output for users with whom the goal is shared. The shared goal can only be included for the user who is the goal owner. As a result, the goal weight in the report output does not include the shared goal for users who are not the goal owner. A shared goal is only factored into the goal weight for the user who is the goal owner.

Overall Goal Progress

When viewing the overall goal progress percentage in the report, the value is rounded down. For example, an overall goal completion of 99.6% rounds to 99%. This aligns with how overall goal progress is calculated and displayed in the system.