Reports
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      Objective Summary Report

      How to Use the Objective Summary Report to Track Objective Completion and Progress

      The information displayed in the Objective Summary Report will depend on whether you have Super User/Administrator access or Manager access. As an Administrator, you will have access to everyone's objectives in the report. For Managers this will be restricted to their downline.

      The Objective Summary will provide a list of all objectives in the platform, including the name, the individual it's been assigned to, or whether the objective has been marked as 'Completed' or not.

      OKRs: the report will not display the individual key results, only the overarching objective.

      To view the report, hover over the Objectives and Reviews section of the side-bar, then navigate to: Insights ➡️ Reports 

      You can utilise the icons and filters at the top of the report to find the information that you need. The date range will capture any objectives which were 'open' or marked as 'completed' within the specified range.

      The following fields are captured within this report:

      Field Name Description
      Objective The title of the Objective
      Target The target for objective completion i.e 100%
      Objective Progress The objective's current progress
      Created By The name of the employee who created this objective
      Person The person assigned to the objective (Reviewee)
      Manager The reviewee's line manager
      Department The reviewee's department
      Role The reviewee's role
      Start Date The reviewee's start date
      End Date The objective's target completion date
      Objective Status Confirms whether the Objective is Open or Closed/Complete
      Objective Closed On If the objective has been marked as complete, this field will confirm what date this was actioned