Employees with Goals at Risk or Overdue

The Employees with Goals at Risk or Overdue report uses the Performance Goals topic to display a list of employee goals that have the At Risk or Overdue status. It contains information such as employee name and number, manager, goal category, due date, and completion percent.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Status	Yes	A to Z
Employee		A to Z
Goal		Ascending
Manager	Yes
Category
Due Date
PCT Completed

Custom Fields

Status

The Status custom field displays the status of the goal (for example, not started, on track, and 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

% Completed

The % Completed custom field displays the completion percent. It uses the following expression:

CASE
    WHEN vGoalsReport.ProgressionType = 2 THEN 0.0
    ELSE vGoalsReport.CompletionPercent
END

Filters

The template includes the following filters: