Reports & Snapshots

Introduction

The Review page turns what is in a plan into reports, so you do not have to collect the changes and format them yourself. The reports are part of the Professional Edition. On other editions the page shows the summary report under an upgrade message, and the other three reports are locked. The page is shown on larger screens only.

A bar across the top of the page switches between four reports.

Summary

The summary report covers the plan as it stands now. For milestones it shows:

• the project start and end;
• the first and last milestone, and the next one due;
• how many milestones are complete, and how many are expected by now;
• the number of team members.

A count and percentage then show how many milestones are in each status: completed, missed or due, still to complete, on track, minor issue, major issue and critical. For actions it shows the total, and how many are done, in progress and unstarted.

Status report

The status report covers recent changes to the plan. You set the number of days and the date at the top of the report, and you can download it as a PDF.

In the Professional Edition, select a person in the people bar to limit the status report to that person. Select the group icon to see everyone again.

Activity report

The activity report lists the changes made to the plan since a date, and you can download it as a PDF.

Progress graph

The progress graph shows how the plan changed over time. Move your mouse over the graph to see the progress and the plans on a particular date. MilestonePlanner does not save named snapshots, so use the graph to look back at an earlier point in the plan.

Other ways to share a plan

You do not need the Professional Edition to email a plan or download the page you are on as a PDF. Use [EMAIL PLAN] or [DOWNLOAD PLAN] in the footer.