The Goal Waypoints Report exports waypoint-level goal data into Excel workbooks so teams can review each person’s goals and their related waypoints in a structured, downloadable format. It is designed to help you analyze waypoint status, ownership, targets, routines, and timeline details across the people and goals you select.

⚙️ How it works

Go to Reporting.
Open Goal Reports.
In Report, select Goal Waypoints.
Choose a Date Range.
Optionally filter by Goal Status, Waypoint Status, Categories, the people filter shown for your account, and Groups.
Enter a Report Name, then click Generate Report.
Equip generates a ZIP file. Inside the ZIP, each selected person receives a separate Excel workbook, and each goal in that workbook appears on its own worksheet.

✅ Benefits

Review waypoint details in context by keeping each person’s goals organized in separate Excel workbooks.
See both goal-level and waypoint-level data together in each worksheet, including statuses, dates, ownership, targets, and measurement settings.
Focus on the right records with filters for goal status, waypoint status, categories, people, and groups.
Work offline or share results easily with downloadable Excel files grouped by person.

⚙️ Customization and options

Date Range filters goals by Goal Start Date within the selected range.
Goal Status limits the report to selected goal statuses.
Waypoint Status limits the report to selected waypoint statuses.
Categories narrows the report 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 customize the exported file name.

📊 Columns included in this report

This export is delivered as a ZIP file of Excel workbooks.

Workbook structure:
Equip creates one Excel workbook for each selected person. Inside each workbook, Equip creates one worksheet for each goal that matches the filters.

User - The person the goal belongs to.
Goal Title - The name of the goal.
Goal Status - The current status of the goal.
Goal Start Date - The goal start date.
Goal End Date - The goal end date.
Waypoint Owner - The owner assigned to the waypoint.
Waypoint Title - The name of the waypoint.
Waypoint Category - The category assigned to the waypoint, if one exists.
Waypoint Description - The waypoint description.
Waypoint Target Date - The target date for the waypoint.
Waypoint Status - The current waypoint status.
Waypoint Baseline - The starting measurement value for the waypoint.
Waypoint Target - The target measurement value for the waypoint.
Waypoint Sequence - The waypoint order within the goal.
Measurement Type - The waypoint measurement type.
Routine - The routine linked to the waypoint, when applicable.
Completion Threshold - The required completion threshold for routine-based waypoints.
Successful Sessions - The successful session count for routine-based waypoints.

💡 Best practices

Use a descriptive Report Name that includes the reporting period or program name so the ZIP file is easier to identify later.
Apply both Goal Status and Waypoint Status filters before exporting when you only need certain stages of progress.
Use a tighter Date Range when you want to focus on goals that started within a specific timeframe.
If you are reviewing a single person or program, narrow the report with the people and Groups filters before generating it.

❓ FAQs

What file type do I receive?
The Goal Waypoints Report is delivered as a ZIP file that contains Excel .xlsx workbooks.

How are the files organized?
Equip creates one workbook per selected person, and each matching goal for that person is placed on its own worksheet inside the workbook.

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

Will every waypoint field always have a value?
No. Columns like Routine, Completion Threshold, and Successful Sessions are only populated when the waypoint uses a routine-based measurement type.

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 export before generating it.

Goal Waypoints Report