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Create a query for goals

Generate a report to show goals.

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Written by Joshua Shooter
Updated over 2 months ago

As an administrator, to build a query report on goals, follow the steps below:

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the plus + icon.

  3. In the first column, select Goals then select the following:

    • Goal

    • Goal Progress

    • Goal Date Created.

    • Goal Description.

    • Goal Due Date.

    • Goal Created By.

    • Goal Status.

    • Goal Last Updated.

    • Goal Updated By.

  4. Click Next, then filter the relevant employees or progress:

    • To see goals for one or a few employees, select Employee Id is Equal To and insert the employee Id.

    • To see goals for a whole department, select Department is Equal To insert the relevant department.

    • To see goals that haven't been closed yet, select Goal Status Does not equal closed.

  5. Click Next then click Next.

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