As mentioned, there are two options for reporting on your associate goals.
Associate Goals Report
The Associate Goals report works in conjunction with the Associate Goals feature to show a complete breakdown of goals for each associate.
To run the report:
- Click Reports > Management > Staff > Associate Goals. The Associate Goals Find window will appear.
- Choose Goal Type and Goal Status, as well as any the Date Range and Associate(s).
- Choose if you would like Stretch Goals to display on your report and how to group your results, then click OK.
Commission Report
A checkbox was added to the Commission report to include Associate Goals on the report.
You MUST have Commissions set up on the Associate Record for this to work. To learn more about how to set up Commissions for your Associates, please visit the Associate Commissions section of the EdgeUser knowledgebase.