Goals results function to monitor all goal activities, whether they are still ongoing (on track) or no longer ongoing (off track). In this goal report, you will see two types of reports, namely Summary and Details.

Here is the explanation.

A. Summary

1. To access it, go to the "Reports" menu. Then, click Goal results.
   

2. Next, select “Summary”.
   

3. Filter the goals you want to display by checking the options under Select goal.
   
4. Use this to filter the view based on Organization, Branches, Job Position, and Job Level.
   
5. Enter the cycle period you want to display by clicking the start date and end date of the period.
   

6. Then click "Generate". The report will appear as shown in the image below.
   

7. You can use the "Search bar" to find a specific employee’s summary.
   

8. You can export to Excel by clicking “Export XLS”.
   

B. Details

1. In the Details tab, you can see more complete information, such as target, Achieved, Progress, Status, and others.
   

2. Use this to filter the view based on Organization, Branches, Job Position, and Job Level.
   
3. Enter the cycle period you want to display by clicking the start date and end date of the period.
   

4. Then click "Generate". The report will appear as shown in the image below.
   

5. You can use the Search bar to find details for a specific employee.
   

6. You can export to Excel by clicking “Export XLS”.
   

That is the guide on how to manage summary and detail reports on Goals Results. Next, you can learn How to Manage Succession Plan in Talenta Performance here.