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:
Click Reports from the left main navigation menu
Click Goals from the Reports page
Keep the default of All Groups, or click this drop down to select a specific group
Click the Report Type drop down
Click Progress
Keep the default time range of 30 days, or click this drop down to select Click 30 Days, 90 Days, Year, or All Time
Click Run Report
II. Poll Reports
Poll Reports provide data regarding closed polls (polls whose deadlines have passed). Reports cannot be generated for open polls.
The Poll Reports page is available through the Reports menu. This can only be accessed by Organization Admins (Administrators). There are two downloads available:
Multi-poll list including the following information:
Title
Due date
# Assigned
# Voted
Completion %
Poll-specific report including the following information:
Members invited to vote
Vote completion
Their votes, if any
To view and download Poll reports:
Click Reports from the main menu panel
Click Poll Reports from the Reports page
Select the appropriate options from the top portion of the page
Click Run Report
To download list displayed, click Download CSV
For a poll-specific report
To download poll-specific report, click Download CSV in pop out window
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
Create a Poll: learn how to create a new poll
Vote in a Poll: learn how to vote in a poll, and edit your response after voting
Polls — View, Edit, Delete, & Comment: learn how to view, edit, delete, and comment on existing polls