How to Generate a Finished Goals Report

Modified on Fri, 27 Jun, 2025 at 3:29 PM

How to Generate a Finished Goals Report from the Insights Area

  1. Select the Users or Groups you want to report on

  2. Choose the relevant Timeframe

  3. Go to the Charts tab in the Insights area

  4. From the Chart Type dropdown, select ‘Finished Goals’

  5. Click ‘Save as Report’

  6. Go to the Reports tab

  7. Your report will appear at the top of the list as the most recent

  8. Download the file and open it in Microsoft Excel or any compatible spreadsheet application

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