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Review goals for the companies you can access, open a goal to read its details, and export the list to CSV. This guide is for Company users and MSP staff with Read access to Goals.

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Before you start

  • You need Read access to Goals. Company users see only goals shared with their company.
  • The goal list follows the company selector at the top of the portal.

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Find a goal

1

Open Goals

Click Goals in the main navigation.
2

Choose the company

Use the company selector at the top. Pick the company or group you want to review.
3

Filter the table

Use the column filters to narrow the list. You can filter by Title, Company, Created By, Owner, Category, Status, Priority, Progress, Due Date and Created Date. The choices come from your MSP’s setup.
4

Sort and page

Click a column heading to sort. The table shows 20 goals per page.
5

Open a goal

Click the goal’s title. Hover over a title to see its description.
Only the title opens a goal. Clicking blank space in the row does nothing.

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Identify the creator and owner

Created By is the person who created the goal. Owner is the person now responsible for it. Changing or clearing the owner keeps the creator. A goal with no owner shows Unassigned, and missing creator details show Unknown creator. Goals created before owners existed stay Unassigned until an editor chooses an owner.

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Read the summary

The summary at the top of the page shows three numbers for the goals in your company scope. Table filters do not change these numbers. Status and Progress are separate fields. A Completed status does not set progress to 100%, and Past due looks at the due date and progress, not the status.

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Read a goal’s details

1

Open the goal

Click its title. A dialog opens. It is titled View Goal if you have read access only, or Edit Goal if you can manage goals.
2

Read the fields

Review the title, description, category, status, priority, due date, progress, quarter, year and any custom fields. The quarter and year are separate from the due date.
3

Close the dialog

Click Cancel. With read access the fields are locked and there is no save button.

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See linked Planner items

If a goal is linked to Planner items and you can read Planner, a Planner link appears under its title. Open the row’s … menu and use View in Planner to open the linked item. See Connect goals to Planner and meetings.

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Export the goals to CSV

1

Set the scope and filters

Choose the company and apply any filters you want.
2

Click Export CSV

Click Export CSV in the table toolbar.
3

Check the file

Open the download before you share it.
The CSV holds all filtered goals across every page of the table, not only the rows you ticked. It has fixed columns: Title, Company, Category, Created By, Owner, Status, Priority, Progress, Due Date and Created Date. Hiding a column does not remove it from the file. Descriptions and custom fields are not included.

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Troubleshooting

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Frequently asked questions

The summary covers all goals in your scope. Filters narrow only the table.
Past due checks the due date and whether progress is below 100%. An editor can update progress to match the status.
No. Export CSV uses the filtered list, not the ticked rows.
No. The export has a fixed set of columns.
Not always. The overview can use a different scope or summary. Check the scope and what each number measures.