There are many different ways to view how your employees or team are using goals. Below, you'll find a breakdown of the various reports and filters you can use in Lattice to help you get the most out of the tool!
Before you start
Admins and managers will have access to the Reporting pages for goals. Admins will be able to view and filter for private and public goals for the entire company, while managers will be able to view and filter for private and public goals for their direct and indirect reports.
This article covers the following topics:
Accessing Goal Reporting
The Goal Reporting page provides:
- A count of goals that represents unique goals, regardless of how many owners the goal has
- A count of goals which includes archived users
Please note that Goal Participation does not include any ended goals or child goals 2 or more levels under company goals.
Goal reports are accessible by navigating to Goals > Reporting. From here there are two reporting pages you can use to track your organization's goals: Participation & Status.
Filtering & Grouping Goals
Near the top of the Reporting page, you'll see the ability to filter your view of goals. All date filters look at the due date of the goal.
For example, you could choose a filter to view only the goals owned by specific individuals on the People Operations team across all times.
To group the goals by an individual, group, manager, or department:
- Next to Showing, select the desired grouping from the dropdown.
- In the top right-hand corner, select the time range you'd like the goals to be displayed. Note: the time range will only show goals with due dates during the particular time range selected.
- When you select group by Department, you'll see data for members of different departments in aggregate, so you can see which parts of your business are participating in your goal-setting program. This shows data for all goal types owned by members in a department, not only department type goals.
The section titled DIRECT REPORTS WITH corresponds to the members of that department who own at least one objective and key result out of the total members of the department.
The section to the right, beginning with UPDATED, shows the total numbers of goals owned per employee that are updated, aligned, overdue, or on a cycle. Therefore, if there are two members in one department who own the same goal, this section will count that as two goals.
- When you select group by Manager, you'll see data for managers' direct reports.
- When you select group by Group, you'll see all goals of individuals that belong to the assigned Groups, regardless of goal type. This view excludes non-group goals.
Goal participation is defined as the following:
- A count of goals which represents individual users who are owners on a goal (e.g., a goal could have three owners and this counts as three goals in this report)
- This count of goals will NOT include the goals of archived users
Additionally, under filtering, admins and managers will also have access to view additional reporting information for objectives and key results outlined below:
- Employees with goals: Employees that are goal owners for at least one objective or key result in Lattice in the selected timeframe. This is calculated by the number of employees with an objective and key results divided by the total number of employees in Lattice.
- Updated: Objectives and/or key results that have been updated in Lattice. This is calculated by the number of OKRs updated divided by the total amount of OKRs in Lattice in the selected timeframe.
- Aligned to company: The number of objectives and/or key results that have been aligned to a company goal, including any goal that eventually feeds into your company goals. Shown above is the number of goals aligned to company goals divided by overall goals in Lattice. Note this will only be shown if you have enabled cascading goals for your org. Check out Turning on Cascading Goals for more information!
- Overdue: Objectives and/or key results that have not been completed by their designated due date. This is calculated by the number of objectives and key results that are overdue divided by total objectives and key results in Lattice.
- On a cycle: Objectives and/or key results that are part of a Goal Cycle. The number of objectives and key results in a Goal Cycle divided by the number of total objectives and key results in Lattice. Check out Creating a Goal Cycle to learn more about Goal Cycles!
Under the Status page, you'll see a visual breakdown for your Objectives and Key results over time, color segmented by their status. This is useful to check on the statuses within your organization or team over a given time period.
The Status page accounts the following:
- Each goal will be placed in the segment in which they had their last update.
- When filtering on a custom date range or a fiscal quarter, we filter out any goal whose due date is outside the time frame.
- When filtering on a goal cycle, we don’t filter on the due date. We include all goals assigned to the goal cycle, whether or not they are overdue.
The Status page allows admins and managers to easily track the department, group, manager, and/or manager's team goal progress. You can use the table below to pinpoint individuals, managers, and departments.
When grouping by Department in status, the data will show the number of goals owned by members in that Department. This includes all goal types, not just department goals.
If there is one goal owned by two members in the same Department, the columns OBJECTIVES and KEY RESULTS (outlined in red) will count as one goal in the table below. All other columns to the right, beginning with NO UPDATE, share the status of all the goals owned by members within a Department.
- Goal owner's name
- The number of objectives and key results
- Updated goals
- Goal progress
- The number of ended goals
The Goals Reporting pages allow you to click on specific data points within the reporting table to view a list of objectives or key results that correspond to a particular Individual, Group, Department, or Manager:
- Key results
- Key results
Individual, Group, Manager, and Department Goal pages will respect the filters you add to the Reporting pages. Below, for example, I have filtered by Manager.
Clicking on the manager's name within the table will take me to their Manager page. Within the Overview tab, I can view all goals created by the manager's direct reports. I can drill down even further within the Members tab by viewing and clicking through reporting for each direct report on the manager's team.