Student History Items: Goals

Updated 3/26/24

This report shows all student goals, including those that are SET and MET. Note: all goals except NRS Primary Goals are optional and for local reporting only.

How to run the report

1. Go to the Reports tab> Lists for Students, Classes section. Click the Student History items: Goals report.
2. Complete the report setup fields as you like.
   • Pay close attention to the Report Year Start Date and Goal Effective Date ranges.
   • Choose whether to show enrollees (students with any number of attendance hours) or participants (students with 12+ hours).
   • To show goals marked as SET -or- MET, leave the default Goal Status of All Statuses. To show only MET goals, change the Goal Status to MET.
   • See student phone number, text permission, and email address by setting the "Show Contact Info?" filter to "yes."
3. Click the View Report button.

In the example below,

• The report date range (yellow highlight) looks for students with NRS hours between 7/1/23 and 6/30/24.
• The Goal Effective Date range (green highlight) tells the report to show goal history item rows with an Effective Date between 7/1/23 and 6/30/24.
• Click the diskette icon to save the report in Excel or other document format.
• Click the + plus sign in front of the goal name to display student names.