Page Comparison

Event type

Allows you to search for one or more of the event types which have been created in the system. You can select from any that are currently published or have been published in the past but are now archived.

Event state

Every event in the system has a state attached to it to indicate at what stage of the workflow it is at. The most common for reporting is complete which tells you that all the stages in the event workflow are complete.

Blueprint

Will display a popup of all available blueprints in the system from which you can select one or many. This is used to return the events which have been tagged with that blueprint. If selecting from a level in the hierarchy the returned results will be of events tagged at that level of the hierarchy or below.

Relation of user at start date of event

When returning information on a particular event this will also retrieve information on the relations that the owner of the event was assigned at the time of the start date of the event.

Event owner

The user who owns this event. Another way of thinking about it is the individual to whom the data relates.

Role of event owner

Allows you to filter by the role(s) the owner of the event has applied to their account.

Event owner visible because of my role as

Users often have multiple roles which connect them to other users in different ways. This filter allows the user running the report to return events which are relevant to them in a particular capacity (role).

Last modified date

The date on which changes were last made to the event.

Created date

When the event was created for the first time. This is when the first section of the event is submitted.

Completed date

The date on which the final section of the event was submitted so that it is all complete.

Start date

The date on which the user indicated this event occurred.

End date

The date on which the user indicated this event finished.

Event property

Displays a popup of all event types in the system and allows you to select from any of the individual fields on the particular event. If you are not using blueprints feature common fields on events then this is the method you will need to use to display the content of events in reports. Please note that every time there is a new version of the event type created and published this report will also need to be updated in order to pull the new information. Where blueprints are used in these filters the report will automatically pull the new information without needing to be updated.

Specific user

Allows you to search for the name of an individual user

First Name

The first name of the user

Last Name

The last name of the user

Full Name

Full name is equal to First Name Last Name

E-mail

The primary email address linked to a user's account

Last modified date

The date on which changes were last made to a user's profile

State

The state of the user account, e.g. active, disabled

Roles

The role(s) applied to the user's account

User visible because of my role as

Users often have multiple roles which connect them to other users in different ways. This filter allows the user running the report to return users which are relevant to them in a particular capacity (role).

User field

Allows you to search any of the existing user fields

Current relation

Allows you to filter by any active relation(s) applied to user accounts

Users who are linked to

Allows you to choose a user dependent role on which to search for any active relationships across the users you specify

Has event

Returns users with or without a certain event on their timeline

Event type

Allows you to search for one or more of the event types which have been created in the system which contain the goals you wish to display. You can select from any that are currently published or have been published in the past but are now archived.

Due date

The due date of the goal set

Goal title

The title/name of an individual goal

Goal set state

The state of the goal set containing the goals

Event owner

The user to whom the goals are applied

Role of event owner

Allows you to filter by the role(s) the owner of the goal event has applied to their account.

User visible because of my role as

Users often have multiple roles which connect them to other users in different ways. This filter allows the user running the report to return goals of users which are relevant to them in a particular capacity (role).

Progress

The measurement of progress on the goal

Resolution

The resolution status of the goal 

Preview

Provides a clickable link within the report to display the event in a popup

User field

Allows you to print any user profile field of the event owner

Goal progress

Allows you to select any predefined goal from the list of event types and output its progress for the chosen user

All fields

Outputs all content from the events returned from the report filters. All content is printed in the same column and so can work best when combined with the detailed output type described below.

Full name of the user(s) with the following roles

Allows you to display the full name of a user who is connected through a user dependency to the user output in the report. For example, this would allow you to output a list of trainees and display against each the name of their supervisor.

Please note this output property only works where the users are connected together through a user dependency and not connected through relations

Login credentials

Allows you to output the username (for local credentials) or SSO ID (for single sign on) attached to the account

Description

Allows you to output the goal description which has been created in the system

Resolution Comment

Allows you to output any comments entered when marking the goal

Preview

Provides a clickable link within the report to display the goal in a popup

Goal order

Allows you to output the numbered position of the goal as it has been created within the goal set