Employees with Incomplete Goals

The Employees with Incomplete Goals report uses the Performance Goals topic to display a list of employees who have at least one goal that isn’t completed. It contains information such as employee and manager name, goal category, status, due date, and completion percent.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Employee	Yes	A to Z
Manager		A to Z
Status		A to Z
Goal		Ascending
Category		Ascending
Due Date		Oldest to Newest
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: