Overview
The staff objectives report, allows you to view the objectives for your members of staff or all staff, if you have the appropriate user rights. This report can be filtered using the filters at the top of the screen.
Using the Filters
- All of the reports have filters at the top, to view the filters, click on the + to the right of the Filters heading.
- Use the Filter drop down to select the field that you would like to filter the data by.
- Then use the Value box to select a value from that field. To add multiple values, click in the value field again and select another value.
- If you would like to add an additional filter click the icon to the right of the value field. To remove a filter use the button.
- Once you have selected the required filters, click on the Search button.
Saving Filters
- You are able to save the filter settings, so that it is easy to run the same report again.
- To save the filters:-
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- Set the filters that you would like to save.
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- Click on the Options button.
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- Select Save Filter.
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- Enter a name for the filter.
Using Saved Filters
- To use a filter that you have saved:-
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- Click on the Saved Filter drop down.
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- Select the filter that you would like to apply.
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- Click on Search button.
Removing the Saved filters
- Select the filter from the Saved Filter drop down.
- Click on Options, then select the Delete Filter option.
Saving Quick filters
- Quick filters can be set to more easily access saved filters.
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- Set the filters that you would like to save.
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- Click on the Options button.
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- Select Save Filter.
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- Enter a name for the filter and select the Quick filter tickbox.
Using Quick filters
- To use a Quick filter that you have saved, click on the title you set against the filter next to the Options button at the top of the page.
Date From and Date To
- The dates will default to the Academic Year set in the system. Search across a different date range by changing the Date From and Date To dates. This can be done by typing the date in the format dd/mm/yyyy or by using the calendar icon .
- The pie charts shows the breakdown of Monitoring by status. Click on the pie chart to drill down in to this data.
- Use the rubber icon to show all of the data again .
Objectives
- The Objectives section shows all of the objectives that are in line with your search filters.
- Click on the Staff Member to view their Staff Summary screen.
- Click on the Objective to view the portfolio for that particular staff member.
Staff Without Objectives
- This section of the report shows all of the staff members who have no objectives set. This is in line with the filters at the top of the page.
- Click on the Staff Member to view their Staff Summary screen.
- Use the - icon to collapse the list for easier scrolling when you have a lot of data.
- To print the report, click on the report button at the top of the page next to the help icon.
- Click on the Export button to export the data to Word, Excel or PDF as well as being able to select the data required using the data tab that appears on the pop-up screen.
