Create a goals report

Export a report of all goals created on your site within a specified date range

Administrators can download an Excel file of all goals created within a specified time frame.

  1. Click the gear icon on the top right of your screen. 
  2. Click Goals in the Administration menu.
  3. Click Export on top right of the page.
  4. Enter a start date and an end date.
  5. Click Export.

Exporting a goals report

Note: If there are more than 100 goals, you’ll receive an email with a download link once the export is complete. If there are fewer than 100 goals, the report downloads right away.

The report includes the following fields:

  • Goal names for shared goals; otherwise, the name is “Private Goal”
  • Employee name
  • Employee ID
  • Goal created date
  • Completion percentage
  • Due date
  • Manager