Goals - Goals List

The  Goals report type provides an overview of Goals List, Overdue Goals and Overdue Milestones.

This article provides instructions on 'Goals List'. See below:

1. Choose desired Status

Tip: A date range can also be selected to narrow down results.

2. Choose 'Goals Lists', then choose the goal (or goals) you wish to report on (in this example, we'll choose "All Goals")

Note: When choosing "All Goals" the report will only include goals that have (at least) one (1) milestone and is 'active'.

3. Click on the Generate button

4. Once the report has been generated (on the page), you will see multiple reporting types/buttons to view this data in, as shown below:

Save - Allows you to save this specific report (click here for more information)

Print - Opens a PDF version of the data (in .PDF format)

CSV - Opens a CSV version of the data (in .CSV format)

Excel - Opens an Excel version of the data (in .XLS format)

Below you can see an example of this report which details the following:

  • Goal Name
  • Goal Owner Name
  • Deadline Date
  • Number of Milestones
  • Number of Additional Contributors
  • Progress Percentage
Goals Owner Deadline Milestones Additional Contributors Progress
Brookfield - New Site Opening Doug Peterson 26/05/2021 7 9 81%
National Conference 2021 Estelle Wise 11/03/2021 3 15 100%

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