The individual who holds the top-level role of Company Owner n TriNet Performance Managment, or who has been made an Admin in Perform, has the ability to export a report of Goals.
Once logged into Perform you will navigate to Goals under the Main menu on the left of the page.
After selecting Goals, a new page will open to Goals. You will need to select Company from the options listed (My Goals, Team, Channel or Company).
Next, you will navigate over to the right of the screen to the Export Goals button.
A new window will open with the options to select for your report parameters:
- Choose the goals to include in your report: All Goals, In Progress Goals, Past Due Goals, Goals Awaiting Approval or Completed Goals
- Select the Date Range of data you want your report to include a From and To date.
Once you have selected the report parameters, click on the blue Export CSV button near the bottom right of the page to generate the Goals report.
The report will generate and open in another window. You can then open to view and/or save it.