---
title: "Running the Goal and Portfolio Detail Report"
slug: "running-the-goal-and-portfolio-detail-report"
updated: 2026-06-04T23:50:40Z
published: 2026-06-04T23:50:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Running the Goal and Portfolio Detail Report

The **Goal and Portfolio Detail Report** allows users to export all goal statements and statuses into a spreadsheet. The report pulls information based on a goal’s creation date, not the start date.

> [!NOTE]
> **Note:** This report does not gather information from reflection documents used as goals. Only professional or student growth goals are included.

**Step 1:**Log in to **Strive** and select**Reports** under **Analysis**.

![reports.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29267410757015.png)

**Step 2:**Select **Goal and Portfolio Detail Report**.

![goal and portfolio detail report.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29267410765335.png)

**Step 3:**Select the type of data you want to export: **Student Growth Goals**, **Professional Goals**, or **Portfolio Data**. If you select Student Growth Goals, you can select the checkbox to include **Student Growth Goal** portfolio data. **Portfolio Data** only applies to [portfolios attached to student growth goals](/v1/docs/student-growth-ratings).

![data type.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/25345135119767.png)

**Step 4:**Click on the **Calendar**icons to select the date range for the goals’ **creation date**. For teacher goals, you may want to set the creation date to include the prior year’s summative conference times, e.g., late spring.

![creation date.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/25345104225431.png)

**Step 5:**Select a **school** from the available list. Principals see their school. District administrators can choose one or all schools.

![select campus.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/25345135132311.png)

**Step 6:**Click **Submit Report** to generate and download the **XLS** file.

![submit report.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/25345104238359.png)

## **Spreadsheet Data Column Options**

![spreadsheet.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/25345135142807.png)

- Staff Name (separated into first and last)
- Employee ID
- Campus Name
- Framework Name
- Appraisee Type
- Appraiser Name (separated into first and last)
- Goal Statement
- Status of the Goal
- Target Completion Date:
- Success Criteria (includes criteria statements)
- Goal Type
- Standards and Tags (includes tagged framework dimensions)
- Submitted Date
- Approved Date
- Archived Date
- Portfolio Name
- Portfolio Description
- Student count
- Demographics
  - Special Ed, GT, At risk, LEP
  - Race, ethnicity: Hispanic, White, American Indian/Alaskan Native, Asian, African American, Native Hawaiian/Pacific Islander, Two or more races, Not provided
- Overall student growth ( labels may differ depending on your district’s custom preferences)
  - Did not grow
  - Grew as expected
  - Exceeded expected growth
- Percentage of Students that Met or Exceeded Expected Growth

## **When to Run Reports**

Run this report shortly after goals are due to see [student growth data](/v1/docs/attaching-a-student-portfolio-to-the-student-growth-goal) from student portfolios.

Learn more about the [reports available in Strive](/v1/docs/reports-strive).