Goals, Sub‑goals & Tasks Report

The Goals, Sub‑goals & Tasks Report helps you track not just what goals were set, but what work is actually being done to achieve them.

By including tasks alongside goals and sub‑goals, this report provides complete visibility into execution across the organisation.

Who Should Use This Report

This report is useful for:

• Managers reviewing execution during goal check‑ins
• HR and admins analysing goal progress and delivery
• Leadership teams looking for end‑to‑end traceability from strategy to action

How to Access the Report

1. Go to Performance from the left navigation.
2. Click Reports.
3. Select Goals from the report categories.

4. Open Goals, Sub‑goals & Tasks Report.

   

5. Apply the required filters.

6. Click Run to generate the report.

   

   

What This Report Includes

The report shows three levels of execution in one place:

• Goals
• Sub‑goals
• Tasks (new)

Tasks can be:

• Directly linked to a goal, or
• Linked to a sub‑goal under a goal

This allows you to see how day‑to‑day work rolls up into broader objectives.

How the Hierarchy Is Represented

The report uses a flattened hierarchical format.

• Each row represents one item (goal, sub‑goal, or task).
• The hierarchy is inferred based on which columns are populated.

Hierarchy Rules

This structure keeps the report easy to scan and export, without adding complex parent‑child indicators.

Report Columns

Goal Information

• Goal Title
• Goal Owner
• Goal Type
• Goal Department
• Goal Status
• Goal Progress (%)
• Goal Weight
• Goal Start Date
• Goal End Date
• Goal Created Date
• Goal Updated Date
• Goal Description

• Goal Timeframe

  

   

Sub‑goal Information

• Sub‑goal Title
• Sub‑goal Owner
• Sub‑goal Status
• Sub‑goal Progress (%)
• Sub‑goal Weight
• Sub‑goal Start Date
• Sub‑goal End Date
• Sub‑goal Created Date
• Sub‑goal Updated Date

• Sub‑goal Description

  

  

Task Information (New)

• Task Title
• Task Owner
• Task Status
• Task Progress (%)
• Task Weight
• Task Start Date
• Task End Date
• Task Created Date
• Task Updated Date

• Task Description

  

Filters Supported

You can filter the report using existing filters such as:

• Timeframe
• Department
• Owner
• Goal Type
• Goal Status
• Tags

Tasks automatically follow the same filters as their parent goal, ensuring consistency in results.

How to Read the Report

• A goal with multiple tasks will appear in multiple rows (one per task).
• Goals and sub‑goals may repeat to maintain hierarchy context.
• Rows with empty task columns indicate goals or sub‑goals without tasks.

This design ensures all task data is visible without losing goal context.

Common Use Cases

• Understand which tasks are contributing to a goal
• Identify gaps where goals exist but execution is missing
• Track task delays impacting goal timelines
• Export a single report for audits, reviews, or leadership updates

Important Notes

• Report size may increase significantly depending on the number of tasks.
• For large datasets, exports are optimised to handle higher volumes.
• Clear column naming helps avoid confusion when analysing hierarchy.

Why This Report Matters

Earlier reports focused only on goal structure.
This report completes the picture by adding execution‑level visibility.

With the Goals, Sub‑goals & Tasks Report, you can now track: Strategy → Breakdown → Action—all in one place.