The Objective item is a field type which can be used when designing Form Templates and is used to capture data from a User for tasks they wish to achieve by a specified deadline, and to capture their progress towards completing that task.
To learn more about how to add the Objective field to a Form Template see the guide Add Objectives to a Form Template and the guide Use Objectives in multiple Forms will explain how objectives can be used across multiple forms to track progress.
If you are using the Objective field in your forms, you may wish to report on information provided to help you identify common trends in your organisation and to provide relevant learning based on those trends.
Administrators and Report Administrators can create their own reports.
Navigate to the Reports area via the Menu.
Click on New Report.
Choose the Forms Content data source.
Choose the Form Template you want to report on from the dropdown list. If you wish you can also select a specific version of the template by ticking the Template Version box and then selecting the version from the dropdown.
Select the Objective field(s) and any other fields you want to include in your report. Remember the Objective field can be used to capture other data that is recorded in a similar way, not just objectives. For example, you can use the same field to capture development needs. In the below example, the field Development Plan has been used to capture development needs.
Choose from the Completion Status dropdown list whether to only include data from completed forms or to include data from both incomplete and completed forms.
Select any other parameters as appropriate and then click Next. If you need to learn more about which search parameters to select, see the Create a New Report guide.
Select the fields to be included in your report from the Available Fields on the left by either double clicking on the field or clicking on the Add button next to the the Report Fields box. Each field in the Report Fields box will display as a separate column in the Report. To group data by a field, click on the Add button next to the Group By box.
Click on Next.
Add any Filters or set the order you want the fields to Sort in. Click Next.
On the final step of the Report wizard, enter the Report Name, provide a Description and select any other settings as appropriate. Click Finish.
The results of your report will be displayed.
You will now find your report on the main Reports page under the filters All Reports , Reports Created by Me and, if you marked it as a favourite in the last step of the wizard, under Favourite Reports.
