Goal Management standard reports and lists

Goal management information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard reports and lists for goal management. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.


Report name	Description	Navigation
Goal Alignment Counts Report	View counts that show how many goals are aligned to the organizational goal shown.	Administrator and Generalist: Goals > Reports > Goal Alignment Reports > Organization Goal Reports > Goal Alignment Counts
Goal Dashboard	View pending, active, on hold, and historical goals for employees. You can also view goals that have been submitted for approval.	Manager: Manage Goals > Goal Dashboard
Misaligned Resource Goals Report	View resource goals that are aligned to the organizational goal shown but are no longer within the alignment group shown.	Administrator and Generalist: Goals > Reports > Goal Alignment Reports > Resource Goal Reports > Misaligned Goals
Missing Resource Goals Report	View resources that do not have resource goals for the selected parameters. For example, alignment type, goal year, goal type, or as of date.	Administrator and Generalist: Goals > Reports > Missing Resource Goals
Organizational Goal Action Plan	View action plans for organizational goals. Can be filtered by year and keyword.	Administrator and Generalist: Goals > Action Plans > Organizational Goals Goal Leader: Action Plans > Organizational Goals Manager: Manage Goals > Action Plans > Organizational Goals
Organizational Goals	Goals for an organization. Administrators, Generalists, and Goal Leaders can view goals by organization unit, all organizational goals, or goal alignment. Goal Leaders can also view organizational goal categories.	Administrator and Generalist: Goals > Organizational Goals Goal Leader: Organizational Goals Manager: Manage Goals > Organizational Goals
Resource Goal Action Plan	View action plans for resource goals. Action plans can be filtered by year and keyword.	Administrator and Generalist: Goals > Action Plans > Resource Goals Goal Leader: Action Plans > Resource Goals Manager: Manage Goals > Action Plans > Resource Goals
Resource Goal Weights Report	View resource goals that do not equal 100% for the selected parameters. For example, alignment type, goal year, goal type, or as of date.	Administrator and Generalist: Goals > Reports > Resource Goal Weights
Resource Goals	View goals for a selected resource. Click Errors to view resource goal errors. Goal Leaders can also view resource goal categories.	Administrator and Generalist: Goals > Resource Goals Goal Leader: Resource Goals Manager: Manage Goals > Resource Goals
Resource Goals Missing Alignment Report	View resource goals that are not aligned to the organizational goal shown but are within the alignment group shown.	Administrator and Generalist Goals > Reports > Goal Alignment Reports > Organizational Goal Reports > Missing Alignments
Resource Goals Not Aligned Report	View resource goals that do not align to any organizational goal.	Administrator and Generalist: Goals > Reports > Goal Alignment Reports > Resource Goal Reports > Unaligned Goals
Resource Goals Progress Analysis	View goal progress by goal category for the current year.	Administrator and Generalist: Goals > Reports > Goal Progress Goal Leader: Reports > Goal Progress
Resource Goals Status Analysis	View goal status by goal category for the current year. Statuses include Submitted, Active, Past Due, Completed, and On Hold.	Administrator and Generalist: Goals > Reports > Goal Status Goal Leader: Reports > Goal Status