You can generate a report with goal progress updates using Exportadores, selecting the appropriate template and the fields you need.

Step by step

1. Go toReportería>Exportadoresin the left-hand menu.
2. Click the buttonCreate Report.
3. Search for and select the optionOrganizational Development.
4. Choose the templateObjectives/Goals.
5. Select all the fields you want to include in the report.
6. Make sure to add the field “Progress Updates”in the Objectives/Goals section.
7. (Optional) Group and filter the data according to your needs.
8. ClickSave reportto store it orDownloadto download the Excel file.
9. If you saved the report, you will find it in the generated reports table, where you can also download it or schedule its automatic delivery (daily, weekly or monthly).

Considerations or Limitations

• Only users with access permissions toExportadorescan generate and download custom reports.

• Each progress update displays the following information: date, previous value, new value, user who made the change, and an optional message. These data are presented in that order and are separated from each other using the symbol“ | ”.
  When there are multiple progress updates, each one is separated from the next using“ ; ”.

  Example:

  • 2024-01-15 10:30 | 0.0 | 25.0 | Juan Pérez | First update; 2024-02-20 14:00 | 25.0 | 50.0 | María García | Second quarter

🤖 This article was translated using artificial intelligence. View original article.