Reporting & nudging

The reporting section on the platform contains lots of reports on objectives activity. To see it, select ‘reporting’ from the menu on the left hand side of the admin dashboard (1), then click on the ‘view’ button in the ‘Objectives Activity’ card (2).

This will bring up the Objectives reporting page.

This shows an analysis of various aspects of objectives activity. You can vary the date range that the analysis covers using the calendar (1).

The total numbers of objectives currently open, new, completed and updated are shown (2), followed by leaderboards for creating and completing objectives split by department, role and location (3).

If you scroll down further, you will see charts showing total objectives created / completed / updated by department, role or location (4) and new objectives by objective type, by department, role or location (5).

Further down the page are charts showing active objectives by how many months since they were created (6), active objectives by how many months since they were last updated (7), how many objective updates were performed by month (8) and how many actions were completed (9).

You can also export objectives data in spreadsheet format. Select ‘reporting’ from the menu on the left hand side of the admin dashboard (1), then scroll down to the ‘Exports’ card and click on the ‘view’ button (2).

The resulting drop-down box allows you to select data extracts for Objectives, Objective updates, Objectives filtered by plan and Objectives activity summary. Select which data extract you want (1), apply further filtering if required (2) then click on the ‘Generate report’ button (3) to download the data in spreadsheet format to your device.

You can send reminders to update objectives using the email campaign tool.

To do this - From the Super Admin dashboard, click on the ‘tools’ option on the left hand menu (1). Click on the ‘view’ button on the ‘email campaigns’ tile (2).

This will bring up the ‘email campaigns’ screen. Click on the green ‘+’ button to start a new email campaign.

This will bring up a drop-down list of email campaign types. Select campaign type ‘Objectives reminder’ and click on the green ‘Go’ button.

The screen will display filters to apply to the list of potential email recipients (1), plus a dropdown box allowing you to select objective owners who have no active objectives, or who have not updated any of their objectives for over 1, 2, 3 or 6 months (2).

When you have set the filters, click on the green ‘Display Users’ button (3).

Clicking on the ‘Display Users’ button will bring up a list of potential email recipients which you can edit.

You can then click on the ‘Draft Email’ button (1) and prepare the emails to send out to the selected recipients.