on 2024 Mar 21 2:36 AM
Dear Experts,
Our customer would like to view all goals, activities, and achievements in a single report.
In our customer's case, when employees create goals, activities and achievements, they can choose to link them together or create them without linking (standalone).
In this situation, HR admin would like to view all employees' all goals, activities, and achievements in a single report regardless of linking.
In an attempt to meet the customer's requirements, we have tried to create a canvas, story, and table reports, but failed to extract all the desired data as per the customer's needs.
Is there anyone who can provide insights on whether it is feasible to create a report that meets the customer's requirements?
Thank you!
Request clarification before answering.
Hello @jeonghyun1 ,
You can try creating a cross-domain ad-hoc report.
1- Choose Goal Management as the primary domain and add the below fields:
Goal Owner User ID or Goal Owner Username, and Goal Name
2- Choose Continue Performance Management as a secondary domain and add the below fields:
Activity Name, Activity Status, Achievement Name, and Achievement Date
3- Select other filter in people tab
3- Create a relationship using the Goal owner user ID and User information: User Sys ID
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