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      Goal and Poll Reports

      Learn how to review poll activity and goal progress, for Organization Admins only.

      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 left main navigation menu

        Goal and Poll Reports 1

      2. Click Goals from the Reports page

        Goal and Poll Reports 2

      3. Keep the default of All Groups, or click this drop down to select a specific group

        Goal and Poll Reports 3

      4. Click the Report Type drop down

      5. Click Progress

        Goal and Poll Reports 4

      6. Keep the default time range of 30 days, or click this drop down to select Click 30 Days, 90 Days, Year, or All Time

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

          Goal and Poll Reports 5

      7. Click Run Report

        1. Goal report populates beneath this

        2. To sort report, click arrows next to desired sorting property, from:

          1. Goal title

          2. Person responsible

            Goal and Poll Reports 6

        3. To download

          1. Click Download CSV to download the list displayed

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

      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:

      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

        Goal and Poll Reports 2

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

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

          Goal and Poll Reports 8

        2. Report

          1. Click the drop-down

          2. Click Completion

            Goal and Poll Reports 9

        3. Time frame

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

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

            Goal and Poll Reports 5

      4. Click Run Report

        1. Multi-poll report populates beneath this

        2. To sort report, click arrows next to desired sorting property, from:

          1. Poll

          2. Due date

          3. # of Assignees

          4. # of Votes

          5. Completion %

            Goal and Poll Reports 6

      5. To download list displayed, click Download CSV

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

          Goal and Poll Reports 10

      6. For a poll-specific report

        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. poll-specific report pops out

            Goal and Poll Reports 11

      7. To download poll-specific report, click Download CSV in pop out window

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

          Goal and Poll Reports 12​

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