How to Create a Report on Performance Goals

Easily track and analyze your team's Goal progress with custom reports

We're excited to introduce a custom report feature that offers a comprehensive overview of your team's individual goal progress. This report includes pre-selected fields to simplify and expedite report generation, such as:

• Team Member
• Goal Name
• Status
• Progress
• Due Date
• Manager
• Up to 10 Milestones per Goal with their Metric Type

This powerful tool will help you effectively track and analyze your team's performance.

Steps to Create the Report

1. Navigate to the Reports Section

Begin by logging into GoCo as a Full Access Admin and navigating to the Reports section from the left side menu.

2. Tap 'Add New Report'

Locate the Custom Reports section and tap the "+ New Report" button to start creating your custom report.

3. Tap 'Create from Scratch'

Select the option to "Create from Scratch" to build your report tailored to Performance Management goals.

4. Select 'Goals Report'

From the list of report types, choose the "Goals Report" option to focus on Performance Management data.

5. Name Your Report

Enter a descriptive name for your report, such as "Team Goals Progress Report," to easily identify it later.

6. Customize Fields

The report comes with pre-selected fields, but you have the option to rearrange, remove, or retain them as they are. These fields provide a snapshot of goal progress across your team.

7. Optionally Add Additional Fields

If you require more detailed insights, you can add additional fields to your report. This customization allows you to tailor the report to your specific needs.

8. Click 'Generate Report'

Once you're satisfied with your report setup, click "Generate Report". Your custom report will be created, providing you with a detailed overview of your team's goal progress.

With this reporting feature, you can efficiently monitor and analyze performance data, empowering you to drive better outcomes within your organization! 🎉

For further assistance, please contact our support team. 💚

Published 8.2024