Goal Saved Searches

The following are saved searches for goals that are provided for you in your account.

Saved Search	Description	Information Included
Goals in Progress by Days Open	Displays in progress goals and the number of days that they have been open.	Employee names Start date of goals Number of days that goals have been open
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.	Employee names Goal names Employee moods Start date and target completion date of goals Number of days that the goal is overdue by
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).	Status of goals Employee names Goal names Employee moods Start date, target completion date, and closed date of goals

Saved Search

Description

Information Included

Goals in Progress by Days Open

Displays in progress goals and the number of days that they have been open.

Employee names
Start date of goals
Number of days that goals have been open

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.

Employee names
Goal names
Employee moods
Start date and target completion date of goals
Number of days that the goal is overdue by

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).

Status of goals
Employee names
Goal names
Employee moods
Start date, target completion date, and closed date of goals

To view a goal saved search:

Go to Setup > Performance Management > Goals.
From the View list, select the saved search you want to view.
(Optional) To filter the results, expand the Filters section.
(Optional) To export the results of the saved search, do any of the following:
- To export the results in CSV format, click the Export – CSV icon.
- To export the results in Microsoft Excel format, click the Export – Microsoft Excel icon.
- To export the results in PDF format, click the Export – PDF icon.
- To export the results in Tableau Workbook format, click the Export – Tableau Workbook icon.
(Optional) To print the results of the saved search, click the print icon.
(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:

Go to Reports > Saved Searches > All Saved Searches > New.
From the list of search types, select Goal.
In the Search Title field, enter a title for the saved search.
Define the criteria, results, and other parameters for the search. For more information about defining saved searches, see Defining a Saved Search.
When you are finished, click Save.

General Notices