TABLE OF CONTENTS

I. Goal Reports

II. Poll Reports


I. Goal Reports

Goal Reports are available through the Reports menu, which can only be accessed by Organization Admins (Administrators). They provide data regarding logged Goal progress. The following information is included:

  • Amount

  • Person responsible

  • Progress date

  • Memo

To view and download Goal Reports:

  1. Click Reports from the main menu panel

  2. Click Goal reports from the Reports page

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's goals — the default is All.

    2. Time frame

      1. Click 30 Days, 90 Days, Year, or All Time

      2. Year and All are supported for Enterprise and Professional accounts only.

  4. Click Download CSV to download the list displayed

    1. The CSV file is saved to the downloads folder on your device

II. Poll Reports

Poll Reports provide data regarding Polls whose deadlines are passed. The Poll Reports page is available through the Reports menu. This can only be accessed by Organization Admins (Administrators). There are two downloads available:

  1. Multi-poll list including the following information:

    1. Title

    2. Due date

    3. # Assigned

    4. # Voted

    5. Completion %

  2. Poll-specific report including the following information:

    1. Members invited to vote

    2. Vote completion

    3. Their votes, if any

To view and download Poll reports:

  1. Click Reports from the main menu panel

  2. Click Poll Reports from the Reports page

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's polls — the default is All.

    2. Time frame

      1. Click 30 Days, 90 Days, Year, or All Time

      2. Year and All are supported for Enterprise and Professional accounts only.

    3. The Poll Reports page adjusts as each selection is made. There is one report on this page.

  4. Click Download CSV to download the list displayed.

    1. The CSV file is saved to the downloads folder on your device

  5. For a report on a specific poll:

    1. Find the desired poll in the list and click View

      1. This option is only supported for polls whose answers are not anonymous.

    2. Click Download CSV from the pop-up window

    3. The CSV file is saved to the downloads folder on your device.



Related Articles

  • Overview of Reports: learn about reports containing organizational data that administrators can view and download

  • Goals Overview: Account Administrators, Group Owners, & Group Admins can manage board performance by setting, editing, tracking & archiving Goals

  • Polls for Administrators: learn how to create, vote on, edit, & delete polls

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