Goal Target Report

The Goal Target Report summarizes all goal targets for specific users during a specific time period, regardless of the goal to which they belong. This report can be run on multiple users, but is always sorted by user name.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Goal Target Report Grants access to the Goal Target report, which summarizes all goal targets for specific users during a specific time period, regardless of the goal to which they belong. This report can be run on multiple users, but is always grouped by user. 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 target falls within that time frame, the goal will display. This date range is related to the target and is independent of the dates associated with the goal itself. 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.
Inherited Targets Include details about inherited targets.

Output without Details for Inherited Goals

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

Output with Details for Inherited Goals

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

For targets that inherit progress from aligned goals, an asterisk displays next to the value in the Actual column.

If the report was run to display the details of inherited targets, those targets will be expanded. Users that are aligned display below the target with their individual target values.

Configuration Options

The color associated with the target status is based on the OU of the user running the report. Goals below the threshold display as Critical status color. Goals above the threshold but below the target display as Behind status color. Goals above the target display as On Track status color. If there is no threshold value, Critical status color will not be displayed. These settings can be configured on the Goal Configuration page.