The Alignment tab in Objectives reporting shows what percentage of objectives are aligned to a parent company or department objective. Use this report to identify gaps in objective alignment across your organization.
Before You Begin
- You must have access to Objectives reporting. Navigate to Insights Dashboard → Reports → Explore (in the Objectives box) to confirm access.
- You can only view objectives you have permission to see.
Steps
- Click Insights Dashboard in the left-hand navigation.
- Click the Reports tab at the top of the page.
- Click Explore in the Objectives box.
- Click the Alignment tab in the top navigation.
- Apply filters at the top of the page to scope the report.
- Use the Owner filter to limit results to specific individuals or groups.
- Use the Objective type filter to narrow by objective category.
- Use the Start date and End date filters to set a timeframe.
- Use the Objective state filter to include or exclude archived objectives.
- Review the summary bar at the top of the table showing total aligned vs. unaligned objective counts.
- Click the nested view icon (top-right of the table) to see parent objectives with children collapsed beneath them.
- Click + to the left of a parent objective to expand its aligned child objectives.
- Click the flat view icon to display all objectives in alphabetical order with no hierarchy.
- Click the chart view icon to display parent objectives on the left with progress bars reflecting status.
- Click the number to the right of a parent objective in chart view to see its aligned children.
- Click any objective name to open its detail page.
- Click Download (top-right) to export the report as CSV or XLSX.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Alignment tab is missing | Confirm your account has Objectives access | Contact your account admin to verify your access level |
| Filters return no results | Check that the selected date range includes active objectives | Widen the date range or change the Objective state filter to All |
| Alignment percentage seems incorrect | Check whether unaligned objectives are excluded by a filter | Remove the Objective type or Owner filter and re-run the report |
| Download button produces no file | Confirm the filtered table contains at least one objective | Clear all filters, then attempt the download again |
Not Covered Here
This article does not cover how to create aligned objectives or establish parent-child relationships between objectives.