How To Create A Goal Participant Report using Ad-Hoc Reporting

Ad-hoc report is a tool in TribeHR to create customized reports.

  • To create an goal participant report using the ad-hoc reporting tool, navigate to Reports tab and click on Ad-Hoc Reports. Here you will find saved ad-hoc reports (if any). 
  • To create a new report, click New Report.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from GoalParticipant.
  • Click Continue to move to go the next screen. 

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Participant Goal Report the most useful columns are:
    • Goal Participant > Id
    • Goal > Subject
    • Goal > Body
    • Goal > Date Completed
    • Goal > Date Started
    • Goal > Date Due
    • Goal > Progress
    • Goal > Visibility
    • Goal> Created
    • User > User Name
  • Click Next Step, to move to the next screen. 
  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter. 
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. For this report the most useful would be Goal > Created and then by User > User Name.
  • Click Next Step to move to the next screen.

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report, if you need to edit anything further you can use the previous step button to go through the previous screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, by navigating to the Ad-Hoc reports screen and click on the name of the report. 
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also copy or delete this report.

Still have questions about creating a goal participant report? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request


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