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June 10, 2024 Release
June 10, 2024 Release

Goals and Forms Reports were released on June 10, 2024.

Jeff Ritter avatar
Written by Jeff Ritter
Updated over 3 months ago

Release Details for June 10, 2024

Here are the important features released in Sibme's June 10, 2024 release.

Web Platform

  • Goals Reports

    • Customers have been asking for a way to analyze Goals data by Goal, User, Custom Fields, etc. Goals Reports is the answer to that request. Now in Goals there is a Reports tab that will allows Goals data to be filtered by the following fields:

      • Goal Title

      • Users

      • Groups

      • Frameworks

      • Goal Role

      • Goal Categories

      • Goal Type

      • Goal Location

      • Goal Status

      • Custom Fields

      • Date Range

    • Once a User has set the filter up the way they want, they will then be able to compare different aspects on the returned set of Goals. The aspects that can be compared are:

      • Action Items

      • Artifacts

      • Frameworks

      • Forms

    • In addition to giving details on related Goals, there is also Account-Wide Goals data provided. These data points give a nice overview of what is happening with all the Goals and Action Items in the Account.

  • Forms Tab

    • Feedback on Forms is that it has been hard for Users to find their assigned Forms. From that feedback, there is now a Forms tab on the main menu. In addition to making Forms more visible to Users, the new tab brings functionality of Forms inline with Goals. Now, you can find your Form Templates easier, archive Form Templates, see where Form Templates were used, and much much more. Users can also use the new Filter Bar to filter Forms and Form Templates (see more in the next section on Forms Reports). Take a look:

  • Forms Reports

    • Just like Goals Reports discussed above, Users can now analyze Forms data by different metrics. Now, in addition to a Forms tab which makes it easier for User to find Forms assigned to them

      • Form Title

      • Users

      • Groups

      • Form Location

      • Framework

      • Form Status

      • Custom Fields

      • Date Range

  • Once a User has set the filter up the way they want, they will then be able to compare different aspects on the returned set of Forms. The aspects that can be compared are:

    • Form Assignees

    • Form Responses

    • Frameworks

    • Artifacts

  • In addition to giving details on related Forms, there is also Account-Wide Forms data provided. These data points give a nice overview of what is happening with all the Forms in the Account.

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