The performance report gives you a high-level overview of the ongoing progress of your organization’s OKRs and tasks.
To be able to view the report, you must be an administrator or have the Manage Data permission.
View the report
To view the Performance report, in the navigation pane, expand Reports and click Performance report.
The report opens. It contains the following:
The average progress of OKRs
OKRs with no progress
The number of OKRs that have 0% attainment
If you click View list, you can see all the OKRs with zero progress.
You can click Ask for an update, which lets you send an email to the objectives’ owners.
The average confidence level.
Progress by user
The progress for each individual contributor.
You can use the Objectives and Key results tab.
Progress by team
The progress for each team and their team members
Progress by tag
The average progress of OKRs tagged by each tag
The tasks count by task status
Filter the report
You can filter your report by the following:
Teams and people
To do this, click the teams and people filter, and select one or more teams
To do this, click the session filter, and select one or more sessions
Customize the performance report
The performance report is an insightboard with predefined insights.
You can customize it by cloning it.
To do this, perform the following:
In the navigation pane, expand Reports and click Performance report.
Expand the menu next to Performance report on the upper-left corner and click Clone.
Adjust permissions if needed by choosing custom or visible for everyone.
Add a user, team or a role by +Select from list option.
Click on Clone Insightboard.
In the navigation pane, expand Insights and click Insightboards.
You see the Performance report clone insightboard.
EXAMPLE: You may want to see OKRs with 70% or more progress. Add an insight or edit an existing one in your cloned report.