Resource Goals Status Analysis (administrator)

This analytic cube displays by default a chart view of goal status by goal category for the current year.

Access: Administrator (or Generalist) > Goals > Reports> Goal Status.

The view includes the following statuses:

  • Submitted for Approval/Acceptance

  • Active

  • Past Due

  • Completed

  • On Hold

The view displays a count and percent for each status. Clicking on a count opens a detailed list of goals that comprise each count.

By default, the view opens with the percentages and counts for the entire organization for each status.

Note: 

You may want to adjust the column width to view all the columns. Each status has a Count and Percent column. The last column (Total Status Count) displays the total count of Submitted, Active, Completed, and On Hold goals (but not the Past Due goals). You can also use the horizontal scroll bar to view all the columns.

Expand the organization to view the categories. Expand the categories to view the supervisors. Select a level to view a bar chart representation on the right of the counts for that level. For example, if you select a category, you will see all the counts for that category by status.

By default, the date is the current year. You can change the date.

You can change the dimensions of the view. For example, to view the goal status by goal type, click Dimensions. Use the > arrow to move Goal Type to the Dimension Tree. Use the < arrow to move Goal Category out of the Dimension Tree, and click OK. To revert to the original view, click the Reset button on Dimensions.

Click the Chart Options icon to switch to a pie chart view.