Overview

If you use Goals (new), the Employee Usage report is a great way to get an overview of goals across your organization. This detailed .csv file is available to administrators and can provide valuable insights into your organizations progress and performance.

Accessing the Employee Usage report

To access the Employee Usage Report:

Click on Goals (new) from the Goals drop-down.

Click Export next to the Create goal button, then select Usage report.

After selecting Usage report, a modal opens with a pre-filled due date (covering the past 2 years) and Company selected in the Group drop-down.

The due date cannot exceed a 2-year range.
If Company is not replaced, all active employees are included in the report.
You can only select one group at a time, limited to those in your organization’s structure.

The report includes information such as goal completion rates, progress updates, and visibility. The specific fields included in the export are:

Employee Name
Employee ID
Employee Email
Manager Name
Manager ID
Manager Email
Goal ID
Goal Name
Goal Owners
Key Result Owners
Goal Type
Date Created
Date Published
Due Date
Group
Visibility
Goal Status
Goal Last Update Date
Goal Ownership Type
Overall Goal Completion

Tip: Review the Launch goals (new) video course for information on setting up your org structure, goal permissions, rollout tips, and communication templates for managing the transition.

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