When you first click into snapshots, you'll notice 7 different types of snapshot to choose from. The option you select will guide the display and grouping of goals in your report.
Below is an overview of what each type of snapshot will display-
Personal- Your own goals, or a specific Users Goals.
Team- Your team's goals grouped by User, or any other teams goals in the organisation.
Strategy- All goals in a specific plan grouped by focus area
Org Units- All goals grouped by organisational units
Goal Type- All goal grouped by goal types
Weight- All goals grouped by weighting
Goal- Choose specific Goals within the Organisation
Once you've selected the Goal Type of your choice, you'll then be presented with your next set of options to further customise the display of your report.
The secondary grouping allows you to add a grouping type within the first grouping type selected e.g selecting a specific Team will display goals by User, and then your secondary grouping may be by Focus Areas, like the image below.
The secondary grouping allows you to group by-
Plan- If you multi-plan enabled, you can select which plan to group by.
Focus Area- Groups by Focus Area.
Organisation- Groups Goals by the Owners Organisational unit.
Goal Type- Groups Goals by a selected goal type.
Status- Groups Goals by it's current completion status (On Track, Behind etc).
Start Time- Group Goals by the Start Date- either Started, Starts within a Months, Starts within 3 months, Starts within a Year.
End Time- Groups Goals by when they fall due.
Weight- Groups Goals by their weighting.
Owner- Groups Goals by it's owner.
The define scope options encompass three options
-Show aligned Goals
Next, you'll need to select your Snapshot filters.