Reporting on Goal Data (admin)
Introduction
Once you've created and populated standard or custom data fields, you can easily create reports that can use those fields. In PerformYard, administrators can create and save these reports in the Reporting & Analytics area. Reporting shows a list of all stored reports, including descriptions and tags. You can also search this list on the report name or tag name.
Creating a new Goal Report
To build a new report, click the Create Report button and select the Goal report type in your Create New Report modal.
New goal reports will list all of the company's active goals by default. To refine results, click Goal Filters in the top left corner and apply the desired filters. To add or remove columns, click the Select Columns panel found on the right side of your report.
Report details can be modified by clicking the ellipsis button in the top right corner of your report and selecting Edit Report Details. Once selected, you can edit your report title, its description, and assign tags in the Edit Report modal.
Filtering
Creating filters is a simple process of identifying the data fields you want to filter by and defining the parameters you want to see in the report results. Once you've specified your filter criteria, click Apply Filters. If you'd like to filter by other data fields than what's available on the Quick Filter panel, click Add Filters under the Additional Filters section.
When applying additional filters, the query operators will update depending on the employee data field you've selected. For example, if you are searching on a numeric or monetary field, like Salary, you will have options such as Equal to, Less than, or Greater than, as shown in the example below, where Salary is less than $78,000.
Exporting Report to CSV (Download CSV)
Reports can be downloaded as a CSV file by clicking the ellipses button in the top right corner and selecting Download CSVThe resulting file will be named "PerformYard_Report," followed by the current date and time.
Please note that it may take a few seconds or longer for the download to complete for larger organizations.