Reports & Snapshots
MilestonePlanner Professional Edition includes powerful reporting features that automatically generate professional-looking documents and capture plan snapshots for documentation and stakeholder communication.
Automatic Report Generation
MilestonePlanner Professional Edition includes a full history of everyone's changes - a microblog of updates we call the Activity Stream. This enables it to automatically generate activity and progress reports for you.
No more wasted time checking what happened and formatting it into reports. MilestonePlanner instantly delivers professional-looking documents, which can even include your company's branding.
Types of Reports
Progress Reports
Comprehensive overview of project progress, showing completed milestones, current status, and upcoming deadlines.
Team Member Reports
Individual reports showing each team member's milestones, actions, and contributions to the project.
Activity Reports
Detailed activity stream showing all changes, updates, and communications within your plan.
Executive Summaries
High-level summaries perfect for stakeholder meetings and executive briefings.
Plan Snapshots
Capture point-in-time snapshots of your plans to document key decisions, preserve baseline schedules, or create historical records for project reviews and retrospectives.
When to Use Snapshots
- Project Kickoff: Capture the initial plan for future comparison
- Major Milestones: Document plan state at key project phases
- Scope Changes: Preserve before and after states when requirements change
- Project Completion: Create final record for lessons learned and retrospectives
Professional Edition Features
Company Branding
Include your company logo, colors, and branding in all generated reports.
Automated Generation
Reports are generated automatically based on your plan data and activity stream.
Multiple Formats
Export reports in PDF, Word, and other formats for easy sharing and distribution.
Customizable Content
Filter and customize reports to include exactly the information you need.
Best Practices
Regular snapshots: Capture snapshots at regular intervals to track plan evolution
Meaningful names: Use descriptive names for snapshots that explain the context
Stakeholder alignment: Use progress reports to keep stakeholders informed and aligned
Historical reference: Keep snapshots for future project planning and lessons learned
Getting Started with Professional Edition
Reports and snapshots are available in MilestonePlanner Professional Edition. Upgrade your account to access these powerful documentation and communication features.
Professional Edition includes:
- Automated report generation
- Activity stream and change tracking
- Plan snapshots and historical records
- Company branding customization
- Advanced export options
- Priority support