Users can access reports of all the objectives that have access to. Using this feature, a user can download all the objectives and their detailed data into a spreadsheet.

• Navigate to Report tab on the left navigation pane. The page displays all the previously generated reports. 

• If there are no existing reports, then there is a blank page with a button prompting to create a new report.

To create a new report, click on Create New Report button. If there are existing reports, then click on the Create button

• This opens the Create Report Page.

• This form is used to generate custom reports based on user-defined parameters. The fields included in the form are:
  • Report Name: A mandatory field where the user must enter the name of the report they wish to create.
  • Objective type: A dropdown menu requiring the user to select the type of objectives. The selections are All objectives, Company, Team, and Individual Objectives.
  • Period: This section includes two fields, Start Date and End Date, where the user defines the time frame for the report. Objectives falling within this time period will be considered.
  • Objective owner: The owner of the objectives can be added by typing the name and selected from the suggestions. The users can also click on View Directory button, which opens a dropdown with the list of users. Multiple owners can be selected.
  • Objective status: A dropdown menu where the user can select the current status of the objectives. The status are Completed, Not Started, In progress, Closed, and Dropped.
  • Progress status: Another dropdown menu for the user to specify the progress status of the objectives in progress, which include lagging, on-track, and leading.
  • Progress percentage: A dropdown that allows the user to select the range of progress percentage of the objectives to be reported. This includes the progress equal to, Greater than, Less than, and Between a certain value of progress which can be typed in the adjacent numerical textbox.
  • Objective State: Another dropdown menu for the user to specify whether the objective is active or inactive.
  • Approval/Review Status: This is a dropdown, where we can select between the objectives awaiting approval, awaiting review, and approved.
  • Tags: This dropdown list out all the tags that have been used.
  • At the bottom of the form, there is a checkbox for "With Key Results," where the user can choose to include key results associated with the objectives in the report.
• Only the Report name, Objective type, and Period are mandatory fields. The rest are optional. The report will be created filtered based on the form.
• Click Cancel to discard the report creation. Click Generate Report to create the report.
• Once Generate Report is clicked, the report will be generated in a few minutes and sent through mail in form of a spreadsheet.
• The generated report will also be visible in the report page, upon clicking on the report.

• The report is displayed on the screen with the objective name, owned, time period, and other columns in form of a table. 
• It can once again be exported to mail by clicking on the export button on the top right of the screen.
• All the columns can be used to sort the data ascendigly or descendingly.