Resource Goals Progress Analysis (administrator)

This analytic cube displays by default a chart view of goal progress by goal category for the current year. This report relies on a value being entered on a resource's goal Progress field.

Access: Administrator (or Generalist) > Goals > Reports> Goal Progress

The view includes the following statuses:

  • On Target

  • Behind Schedule

  • Ahead of Schedule

  • Progress Not Defined (the Progress field has no value)

The view displays a count and percent for each progress 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 On Target, Behind Schedule, Ahead of Schedule, and Progress Not Defined goals. You can also use the horizontal scroll bar to see 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.

Click the chart icon next to the date to select a pie chart view rather than a bar chart view.

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.