Goal Task Summary Report

The Goal Tasks Summary Report summarizes all goal tasks 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.


Filter Name Description
Date Criteria Filter your results by date. If any part of a task 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.


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

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.