Goal Filtering & Exports

Contents

Custom Views

When you apply a set of filters to a goal list, you’re creating a view. You can save custom views for later use or update existing views and save the changes.

Available Filters

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Create Custom View

1. Click the Goals module at the top of Betterworks.

2. Click "+" to expose customization options:

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3. If you are creating a view of goals that you don't own, be sure to remove the "Owner" filter.

4. Add filters to create the view and click "Save as new filter":

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5. Enter a name for the filter and click "Save":

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Note: You can copy/paste the URL of your view to share it with others.  

6. The filter will appear as a new tab beneath the Goals module. 

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Note: As you add filters, this tab's name will change to "More" and become a drop-down.

Find Missing Goals

Goal gone missing? Here are two ways to find it:

Toggle To A Different Quarter

By default, the Goals list page shows goals that are active as of "Today". However, you can toggle to a previous or future quarter:

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Filter for Individual Goals

If toggling to a different quarter doesn't bring up the goal that you're looking for, go to "Advanced Filters" and search for the goal by name:

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Other Ways to Visualize Goals

The default way to visualize your goals is in a list:

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However, you can switch to an alignment chart:

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Or, to a dashboard:

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Export Goals

Goals can be exported to either PowerPoint (PPT) or Excel (XLS):

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Note:

  • Super Admins and Admins will have a maximum of 5000 rows when exporting goals to XLS, HR Admins, managers, and other users will have a maximum of 100 rows.
  • Goals aligned upwards, those lacking milestones, or without added comments will not be included in the exported PowerPoint report.