The Employee by Goals Completed After the Due Date report uses the Performance Goals topic to display a list of goals that were completed after their due date. The report includes information such as employee, manager, goal, category, due date, and completion date.
Fields
| Field Name | Group by | Sort Order | Totals |
|---|---|---|---|
| Employee | Yes | A to Z | |
| Location | Yes | Ascending | |
| Category | Ascending | ||
| Start Date | Oldest to Newest | ||
| Org Goal | Z to A | ||
| Manager | |||
| Goal | |||
| Due Date | |||
| Completion Date | |||
| Status | |||
| PCT Completed |
Custom Fields
Org Goal
The Org Goal custom field displays whether the goal is an organizational goal. It uses the following expression:
CASE
WHEN vGoalsReport.GoalType = 0 THEN 'Yes'
WHEN vGoalsReport.GoalType = 2 THEN 'No'
ELSE ''
END
Status
The Status custom field displays the status of the goal, for example Not Started, On Track, or Completed. It uses the following expression:
CASE
WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'NotStarted' THEN 'Not Started'
WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'OnTrack' THEN 'On Track'
WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'AtRisk' THEN 'At Risk'
ELSE PerformanceGoalProgressStatusCustom.GoalProgressStatus
END
Filters
The template includes the following filters: