New update:
1. Granularity of the report has added a new option Show all (Objectives, Key Results, Qualitative Goals and Contributing Goals). This option allows user to see the Contributing goals lists in the report.
A. ENABLING THE USER GROUP PERMISSION SETTINGS :
In order to view and download the report, the HR/Admin must first enable the access under "Settings", by following the below steps :
i. At Settings, click on User Groups.
ii. At the relevant user group, click Edit.
iii. At the "HR Modules Permission" > "Reports Module" category, tick the "Allow access to performance objective report" checkbox.
iv. Click "Save".
B. VIEWING & DOWNLOADING THE REPORT :
1. At HR Lounge, click on Reports.
2. At Report Builder, click on Performance Objective > Create.
3. Select the following information to appear in your report :
a. Granularity of the report (Objectives, Key Results, Qualitative Goals)
b. One or several cycles
4. At the "Fields & Filters" tool, click on the Cycle Name, to unselect the filters you do not wish to appear in your customized report.
*NOTE :
a. By default, all the filters will be selected. To remove a filter, untick the checkbox and click on the "Apply changes" button.
b. If more than one cycle is selected, all the selected cycles will have a dedicated category under the "Fields & Filters" tool.
5. Click the "Export Report" button and choose your preferred format to download your customized report.
