Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
Overview
The Goals module provides a streamlined experience for managing goal lists. Users can apply filters to narrow down the goals visible on their list to specific data sets, save those configurations as custom views for later use, and export their data for external reporting.
Configuration
Organize Views
Administrators can change how the goal views appear in the Goals module.
Go to the Admin module by clicking Admin in the left-side panel.
Click Program Management.
Select Goals.
Click the Filter Views tab.
Organize the views.
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Click Save.
Usage
Filter Views
Filters allow users to refine the goals displayed in their list based on specific criteria. When they apply a set of filters to a goal list, a new view is created.
Go to the Goals module (list view) by clicking Goals in the left-side panel.
Click + Filters.
Select the filters.
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Click Apply.
Filter Options
Aligned To: Goals that are aligned to (contribute to) another specific goal.
Category: Goals that are in a specific category. Categories must be defined in the Admin module beforehand.
Department: Goals belonging to users from a specific department. Departments must be defined in the Admin module or (through the User Management process) beforehand.
Due Date: Goals that are due within a certain date range.
Filters Apply To: Whether the filters apply to goals, milestones, or both.
Owner: Goals owned by a specific user, team, department, etc.
Owner Reports To: Goals owned by a user who reports to a specific manager. Users and managers must be defined in the Admin module beforehand.
Ownership Type: Only goals owned by users, teams, or departments. Users, teams, and departments must be defined in the Admin module beforehand.
Progress: Goals that are measured in a specific way (e.g., percent, units, or completed/not completed).
Related To: Goals that are related to (but not dependent on) another specific goal. Related goals must be defined in the Goals module beforehand.
Risk: Goals that are At risk, Off Track, or On Track. Risk thresholds must be defined in the Admin module beforehand.
Scope: Goals that are in a specific scope. Scopes must be defined in the Admin module beforehand.
Specific Goal: A goal that matches the name entered into the search bar.
Top Company Goals: Goals that have been designated as Top Company Goals. Top Company Goals must be defined in the Admin module beforehand.
Save Custom Views
Once a filter or filters have been applied, users can save the view for future reference.
Click Save.
Enter a view name.
Click Save As New.
The custom view name will appear next to the other default views.
Delete Custom Views
If a view is no longer needed, it can be deleted.
Click Manage Views.
Click the pencil icon next to the view name.
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Click Delete.
Export Goals
Users can export goals using default or custom views.
Click the 3 horizontal dots next to Create Goal.
Select Export Goals.
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Select a format (.pptx or .xlsx).
You will receive an email containing a link to the goal export.
FAQs
I cannot find a specific goal. Where did it go?
If a goal is missing, check your current Business Period at the top of the Goals (List View) page or the Due Date filter. By default, the list often shows active goals. Toggle to a previous or future period to find goals that are not currently active. You can also use the search bar in the Specific Goal filter to find individual goals by name.
Can I share my custom view?
Yes. You can copy the URL from your browser while viewing your custom view and share that link with other users. As long as they have permission to view the goals within that filter, they will see the same view.