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Work.com: How to create a report for Users without Goals?

Knowledge Article Number 000214120
Description I want to create a report to see users who have not created goals.
Resolution In order to create a report that displays Users without Goals, a new custom report type needs to be created first. To create a new custom report type, the Admin can follow the steps below:
  1. Navigate to Setup | Build | Create | Report Types
  2. Click Continue
  3. Click on the New Custom Report Type button
  4. Fill in the following information:
  • Primary Object Users
  • Report Type label
  • Report Type Name
  • Description
  • Store in Category Work.com
  • Deployment Status Deployed
        5. Click Next
        6. Click to relate another object
        7. Select Goals (Owner Name) from the drop down menu
        8. Click on the "A" records may or may not have related "B" records radio button
        9. Click Save
        10. Under Fields Available for Reports section, click on the Edit Layout
        11. On the right hand side under View, select Goals (Owner name) Fields from the drop down menu
        12. Drag and drop the Owner Name to the Goals (Owner Name) section in the middle
        13. Click Save

Once the customer report type is created, follow the steps below to create the report.
  1. Navigate to the Reports tab
  2. Click on New Report... button
  3. Search for the name of the newly created custom report type and click on it
  4. Click on the Create button
  5. Select Show All Users
  6. Choose Data Field: Created Date and Range: All Time
  7. Add Manager: Full Name field and/or any additional field to the Preview section
  8. Right next to Filters, click the drop down arrow next to Add and select Cross Filter
  9. Select Users without Goals (Owner Name) and click OK
  10. Click on the Add button right next to Filters and add the following filter Active equals True
  11. Optional - Group the report by Manager: Full Name
  12. Save and Run the Report



 




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