Objective Summary Report

The Objective Summary report provides a snapshot in time of which objectives have been added or updated in the platform. It reports on valuable insights into each objective, including the reviewee assigned, the objective's current progress, and its status (open or completed).

By compiling all objectives in one place, the report allows managers, team leaders, and stakeholders to quickly review the entire landscape of objectives.

This consolidated view allows identification of trends, patterns, and potential bottlenecks. Allowing your leaders to make data-informed decisions related to resource allocation, goal alignment, and organisational priorities.

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

To view the report, navigate to the Objectives and Reviews area of the platform in MANAGE mode and select the REPORTS tab.

🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Insights ➡️ Reports 

You can utilise the icons in the top right-hand corner of the screen to help you find the information you need:

	Hides/unhides filters
	Hide/unhides columns
	Refreshes the report
	Exports report to CSV
	Closes the report

Utilising the text and date filters at the top of the page will refine the search criteria, making it easy to locate specific information for the most relevant and desired results.

The following fields are captured within this report: