How to Run a Goals Report

The Client Goals Report provides an overview of active and inactive goals across clients, allowing you to track goal usage, timelines, and assigned staff.

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Steps to Run the Goals Report

1. Navigate to More > Reports > Client Goals Report

2. Apply Filters

   • Use the date range filters to narrow results by:

     • Open Date

     • Target Date

     • End Date

3. Customize Displayed Columns (Optional)

   • Click the gear icon in the top-right of the report to show or hide columns based on your preferences

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Data Displayed by Default

The report will display the following columns unless adjusted:

• Client

• Assigned Staff

• Site

• Gender

• Race

• Goal Status (Active or Inactive)

• # of Times a Goal Is Used

• Date Goal Was Added

• Open Date

• Target Date

• End Date

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Tip: Use the report filters to focus on upcoming goals or overdue end dates for better follow-up and planning.

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