Goal Saved Searches
The following are saved searches for goals that are provided for you in your account.
Saved Search |
Description |
Information Included |
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Goals in Progress by Days Open |
Displays in progress goals and the number of days that they have been open. |
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Overdue Goals in Progress |
Displays goals that are in progress after their target completion dates. Includes employees’ moods about goals, and the number of days that they are overdue by. |
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Overview |
Displays all goals in your organization and their statuses, employees’ moods about their goals, and dates for the goals (start dates, target completion dates, and closed dates). |
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To view a goal saved search:
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Go to Setup > Performance Management > Goals.
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From the View list, select the saved search you want to view.
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(Optional) To filter the results, expand the Filters section.
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(Optional) To export the results of the saved search, do any of the following:
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To export the results in CSV format, click the Export – CSV icon.
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To export the results in Microsoft Excel format, click the Export – Microsoft Excel icon.
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To export the results in PDF format, click the Export – PDF icon.
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To export the results in Tableau Workbook format, click the Export – Tableau Workbook icon.
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(Optional) To print the results of the saved search, click the print icon.
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(Optional) To customize the criteria and results for this saved search, click Customize View. For more information about customizing saved searches, see Defining a Saved Search.
Creating a Goal Saved Search
You can create a saved search based on the goal record.
To create a goals saved search:
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Go to Reports > Saved Searches > All Saved Searches > New.
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From the list of search types, select Goal.
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In the Search Title field, enter a title for the saved search.
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Define the criteria, results, and other parameters for the search. For more information about defining saved searches, see Defining a Saved Search.
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When you are finished, click Save.