---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure the goals set for goal insights generation

# Configure the goals set for goal insights generation {#ariaid-title1}

Release version: Australia  
Updated April 27, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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  
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 AllEnterprise Goal ManagementGoals.  
   A list of all goals appears.
2. Select the predefined goals list view by navigating to List controlsFiltersGoal 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 .

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