Goals Report Dashboard

Use the Goal Reports Dashboard to view how your goals and your team's goals are progressing, and where their efforts should be focused. This is done using existing goals reports. The reports that are available are based on permissions and preferences established by the system administrator. Status can be determined by goal, task, and target progress and can also factor in the amount of time remaining for completion.

To access the Goal Reports dashboard, navigate to the Snapshot page within Universal Profile. Then, select the Goals widget to open the Snapshot > Goals page. Then, select the Options drop-down menu and select View Reports.

Dashboard reports must be enabled and you must have the appropriate dashboard report permission to view this option.

Note: On the Goal Configuration page, based on a user's OU,in the Include column, the Status, Targets, and Tasks boxes must be checked. See Goals Configuration Overview.

Time Period

Select a time period from the drop-down list. If any part of a goal falls within the selected time frame, the goal will display. Current period is the default period set by the system administrator. Previous period is the same length of time, but moved back one period.

You can also choose specific dates using the To and From fields.

My Overall Status

If enabled, this section displays the Goal Status Report with the following criteria:

  • Date criteria are the date criteria selected above.
  • User is set to the current user.
  • Perspective is set to All Perspectives.

Click a piece of the pie to run the report and show the interactive version with the same criteria, filtered by the selected status.

My Targets

If enabled, this section displays the Goal Target Summary Report with the following criteria:

  • Date criteria are the date criteria selected above.
  • User is set to the current user.
  • Perspective is set to All Perspectives.

My Tasks

If tasks are enabled, this section displays the Goal Tasks Summary Report with the following criteria:

  • Date criteria are the date criteria selected above.
  • User is set to the current user.
  • Perspective is set to All Perspectives.

My Employees' Status

If the user has any direct reports and if status is enabled, this section displays the Goal Status Report with the following criteria:

  • Date criteria are the date criteria selected above.
  • User is set to the direct reports of the current user.
  • Perspective is set to All Perspectives.

Click a piece of the pie runs the same report and shows the interactive version with the same criteria, filtered by the selected status.

View Details

  • My Overall Status - Run a report and show the interactive version with the same criteria.
  • My Targets - Run the report and show the printable version with the same criteria and inherited target details.
  • My Employees' Goal Statuses - Click the Details link to run the report and show the interactive version with the same criteria.

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