The Goal Details Report exports goal records to an Excel file so teams can review goal status, progress, timelines, categories, and related activity in one place. It is designed to help you analyze goal data for the people and date range you select without opening each goal individually.

⚙️ How it works

Go to Reporting.
Open Goal Reports.
In Report, select Goal Details.
Choose a Date Range.
Optionally filter by Goal Status, Categories, the people filter shown for your account, and Groups.
Enter a Report Name, then click Generate Report.
Equip generates the report as an Excel file and sends an email when it is ready.

✅ Benefits

Review goal data in one export instead of opening each goal record individually.
Track progress and status at a glance with columns for progress, dates, waypoint counts, and progress update counts.
Focus on the right records by narrowing results with status, category, people, and group filters.
Share and analyze results easily with an Excel file that can be sorted, filtered, and saved outside the platform.

⚙️ Customization and options

Date Range filters goals by Start Date within the selected range.
Goal Status lets you limit the report to one or more statuses, including In Progress, Completed, Unsuccessful, and Cancelled.
Categories narrows the export to goals assigned to selected categories.
The people filter shown for your account lets you limit the report to specific participants or person records.
Groups limits the report to goals tied to people in selected groups.
Report Name lets you save the export with a custom file name.

📊 Columns included in this report

User - The person the goal belongs to.
Goal Title - The name of the goal.
Status - The current goal status.
Progress - The current goal progress value.
Start Date - The goal start date.
End Date - The goal end date.
Description - The goal description.
Categories - Any categories assigned to the goal.
Waypoints Count - The number of waypoints linked to the goal.
Progress Updates Count - The number of progress updates recorded for the goal.
Present Performance Level - The current present performance level saved on the goal.

💡 Best practices

Use a descriptive Report Name that includes the reporting period or program name so the export is easier to find later.
Apply Goal Status and Categories filters before exporting to keep the spreadsheet focused on the goals you need to review.
Use a tighter Date Range when you want to analyze goals that started during a specific timeframe.
Sort or filter the finished spreadsheet by status, dates, or progress after download to identify trends more quickly.

❓ FAQs

What file type do I receive?
The Goal Details Report is delivered as an Excel .xlsx file.

How does the Date Range filter work?
The report filters goals by their Start Date within the selected range.

Can I limit the report to specific people or groups?
Yes. You can use the people filter shown for your account and the Groups filter to narrow the report before generating it.

Will the report include people who do not have matching goals?
No. The export only includes goals that match the selected filters.

Goal Details Report