Configure the goals set for goal insights generation

  • Release version: Australia
  • Updated April 27, 2026
  • 1 minute to read

    • Configure the filter criteria for the Goal insights generation scheduled job to define the set of goals for which insights are automatically generated.

    Before you begin

    Role required: sn_gf.goal_admin

    About this task

    By default, the Goal insights generation job runs on the predefined set of goals using the goals filter criteria (Goal insights generation filter) in the system. If the predefined filter criteria doesn’t match goals set that you want to run the job, administrators must edit the predefined filter criteria to run the goal insights generation job on the specific set of goals as required.

    Figure 1. Goal insights generation filter
    Default goals set for goal insights generation.
    Tip:
    Defining a precise goals set helps optimize AI resource usage and prevents excessive token consumption.

    If a goal does not match the configured filter criteria, users can still generate insights for it manually by selecting the Goal insights button on the Goals page.

    Procedure

    1. Navigate to All > Enterprise Goal Management > Goals.
      A list of all goals appears.
    2. Select the predefined goals list view by navigating to List controls > Filters > Goal insights generation filter
      Goal insights generation filter.
    3. Select the Show / hide filter icon (Show or hide filter icon.).
    4. Add or edit the filter conditions as needed per your set of goals on which you want to the scheduled job.
    5. Select Save Filters to save the filter criteria.
    6. Next to the Visible to option, select Everyone and then select Save.

    Result

    The filter criteria is saved. The Goal insights generation job processes the goals that match the defined filter criteria and automatically generates insights for them at the configured frequency. Goals outside the filter criteria are not processed by the job.

    What to do next

    Activate the Goal insights generation scheduled job to automatically generate AI-driven insights for a predefined set of goals at a scheduled frequency. For details, see Activate and configure the Goal insights generation job.