Employees and Goals by Goal Category

The Employees and Goals by Goal Category report uses the Performance Goals topic to display a list of goals that are assigned to employees in your organization, with the records grouped by goal category. It contains information about employees and goals, such as start date, due date, job assignment, location, manager, and goal status.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Goal Category	Yes	Ascending
Goal	Yes	Ascending
Start Date		Oldest to Newest
Org Goal		Z to A
Employee		A to Z
Due Date
Job Assignment
Location
Manager
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: