Goal Reports Dashboard

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

The Goal Reports Dashboard provides managers and administrators an overview of their goal statuses as well as the goal statuses of their direct reports. 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. Lastly, select the Options drop-down menu and select View Reports.

This page will give more clarity as to 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.

You can select a time period for the reports by selecting a predefined 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 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 current user.
  • Perspective is set to All Perspectives.

Clicking the Details link will run the same report and show the interactive version with the same criteria.

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

Note: To view this dashboard item, you must have the appropriate report permission.

My Targets

If targets are 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.

Clicking the Details link will run the same report and show the printable version with the same criteria, but will also show inherited target details.

Note: To view this dashboard item, you must have the appropriate report permission.

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.

Clicking the Details link will run the same report and show the printable version with the same criteria.

Note: To view this dashboard item, you must have the appropriate report permission.

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.

Clicking the Details link will run the same report and show the interactive version with the same criteria.

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

Note: To view this dashboard item, you must have the appropriate report permission.

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