You can access the Attainment against Goal report by clicking the Attainment against Goal link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Payee ID, Period From, Period Two, and Select Year parameters and Values field to display the corresponding parameter values. By default the Value fields of Payee ID and Select Year is filled with the value “ALL”.
You can click the (lookup) buttons adjacent to the Payee ID, Period From, Period Two, and Select Year parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values. You can click on any of these values to select a payee.
The Search window for Period From displays the Period Number values. You can click on any of these values to select a period.
The Search window for Period To displays the Period Number values. You can click on any of these values to select a period.
The Search window for Select Year displays the Fiscal Year values. You can click on any of these values to select a period.
You can also use the Search field to find a value present in the Search windows.
Click the button. The search operation is performed using the entered Payee ID, Period From, Period Two, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The header of the report displays Payee ID and Payee Name.
The contents of the report are the following:
Column Name | Description |
Incentive ID | Displays the incentive type name. |
Goal Amt | Displays the target amount. |
Attainment | Displays the attainment. |
Attainment % | Displays the attainment percentage. |
Perf.Category | Displays the performance category. |
Payout Amt | Displays the payout amount. |
Currency | Displays the currency. |
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.