Reporting - The Objectives summary report

*** Please note, this article refers to the All-new Reporting and Analytics. 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.

Find out more about reporting and analytics with Microsoft Power BI

Join us live for Key techniques for using Power BI fixed reports in The Academy. We'll start with a tour of the Power BI reporting area, then, we’ll open up the Learning Progress report and using real-life examples, we’ll dive into the detail.

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