How Do I Use a Goals Report?

Step-by-Step Guide

See Report Setup Foundations for information on basic setup steps used in all reports.

Report Sections

  • Choose the sections you want to report on. 

  • Click on the "Create Report"  button.
  • Your report will be found in your "Report Inbox".

Goals Report


  • The light blue heading represents the title of the section that was chosen to be reported on.
  • The dark blue heading describes the section. 

Report Sections

  • Goals by Type and Status: number of goals by type and status during the reporting period.
  • Time Before Discontinued: average time for goals until discontinued during the reporting period.
  • Time Until Achieved: average time for goals achieved during the reporting period.
  • Total Goals: total number of goals set regardless of goal type or status during the reporting period.
  • Unique Households: number of unique households with at least one goal set during the reporting period.

Clicking on the "Tools"  button on the right side of each section will reveal other options 

  • Copy: This copies the table contents to your computer's clipboard.
  • CSV: This exports the table into a CSV file, generally viewed with Microsoft Excel.
  • PDF: This exports the table into a PDF.
  • Print: This presents a printer-friendly version of the table (press "Esc" on your keyboard to return to the report).

Clicking on "Enable Scrolling"  will allow you to scroll to the right if there are more items in the table that cannot currently be seen.

Bar Graph


Clicking on the "Convert to PNG"   button will allow you to save this graph as a PNG (image) file onto your device.

Donut Chart

Variables can be removed from the donut chart by deselecting a list item. The percentages will re-adjust automatically to still represent a total of 100%. 

Click on the "Convert to PNG"   button and then the "Download PNG" button  to save this graph as a PNG (image) file onto your device.

Click on the "Print View"  button at the top of the page to see the printer-friendly version to print the entire report.

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