Reporting - The Objectives summary report

*** Please note, this article refers to Reporting and Analytics with Power BI. View the FAQ for more details. ***

In this article, we'll explain the main uses of the Perform Objectives Summary Report.

In Perform, an objective is a time-bound task (or series of tasks) that a user must complete by a specific date. Objectives can be created by the user or assigned by their line manager/reviewer.

The Perform Objectives Summary Report is designed to help you monitor progress across your organisation. This report provides a high-level overview of objectives, offering valuable insights without delving into the detailed comments that may be added to each objective by users or their line managers/reviewers.

Key Features of the Perform Objectives Summary Report:

• Objective Count and Status: Displays the total number of objectives and their current status, categorized as complete, in progress, not started, or overdue.
• Completion Percentage: Shows the percentage of objectives that have been completed.
• Active Objective Count: Indicates the number of people with active objectives.
• Objective Progress: Provides both summary and detailed progress of objectives, sortable by line manager and individual user.
• Completion Timeline: Features a month-by-month chart illustrating when objectives were completed over the past year.

This report is designed to provide managers and reviewers with a comprehensive view of objective progress, facilitating better performance management and goal tracking within the organisation.

How often does the reports database refresh?

• The report database refresh twice a day
• A time stamp showing the most recent database refresh is shown in every fixed report
• The 'database refresh' time stamp can also be added to a user-created report
• Each Dataset is refreshed individually, so the time stamp may differ between reports using different Datasets
• Where a fixed report and a user-created report are built using the same dataset, the time stamp will be the same

Discover more about the Fixed reports

Want to get the most out of Fixed Reports? Our step-by-step guides cover the top queries on compliance and Event management, helping you use Fixed Reports effectively while learning key techniques along the way.

When you're ready to explore further, view Key techniques for using the Fixed reports in which Gary walks through real-world use cases.

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