The Objective ownership report shows, for every active employee, how many objectives they own in the chosen period, and how many of those are current, past due, closed or archived. It gives managers and HR a quick view of how goals are spread across the team and where they're getting stuck.
What you can use it for
Spot who has no goals. Every active employee appears in the report, so people with 0 objectives stand out. Use this to make sure everyone has goals at the start of a quarter or year.
Balance the workload. Sort by Current objectives to see who's carrying too many goals at once and who could take on more.
Catch problems early. Sort by Past due objectives to find people whose goals are slipping, and follow up in your next 1:1 before the end of the period.
Review results at the end of a cycle. Compare Closed objectives with the total to see how much each person or team actually delivered.
Focus on a specific initiative. Filter by Tags to see who owns objectives linked to, for example, a company priority or a project.
Before you begin
OKRs must be switched on. Go to Settings → Features and check that OKRs is enabled.
Check your access. Administrators can open every report. Other users need the Objective ownership report on their role (see Give access to the report below).
Open the report
Go to Reports → Perform → Objective ownership.
What each column shows
Each row is one active employee. All counts include only the objectives they own whose period overlaps the selected date range.
Column | What it shows |
Owner | The employee, with their position and a link to their profile |
Total objectives | All objectives the employee owns in the period |
Current objectives | Objectives that are in progress |
Past due objectives | Objectives that have passed their end date without being closed |
Closed objectives | Objectives that have been completed and closed |
Archived objectives | Objectives that have been archived |
Click any column heading to sort by it, for example to rank employees by the number of past due objectives.
Find what you need
Choose a date range, or pick one of the quick ranges, for example the current quarter.
Use search to find a specific employee.
Click Add filter to narrow the report:
Tags, to count only objectives with (or without) specific tags. Filtering by tags you want to include also hides employees who don't own any objectives with those tags.
Employee details, such as Position, Department, Division, Location or Employment type.
Export the report
Click Export to.
In Format, choose Excel or CSV.
The file is prepared in the background and includes the data for your current filters and date range.
Give access to the report
Go to Settings → Roles and permissions.
Open the role you want to change.
In Company reports, select Objective ownership in the Perform group.
Click Save.
Everyone with this role can now open the report in Reports → Perform → Objective ownership.
Good to know
The date range works by overlap. An objective is counted if any part of its period falls within the selected dates. For example, a yearly objective appears in every quarter of that year.
Only active employees are listed. Objectives owned by terminated employees aren't included.
The report counts objectives, not key results. To see progress on individual key results, open the objective itself.