Create a Report on Milestones filtered by certain milestones | Community
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L
LenaMa
December 22, 2020
Question

Create a Report on Milestones filtered by certain milestones

  • December 22, 2020
  • 2 replies
  • 685 views

I need a report that is centered around Milestones but only want Milestones that pertain to one department. Is there anyway to Specify the actual Milestones within the Milestone Path that are important for this report and disregard the rest?

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    2 replies

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    December 22, 2020

    Hi Lena,

    What type of report are you wanting to create?

    If you are building a project report and using the Milestone view, i'm not aware of a way that you can specify which Milestones are displayed. This report is designed to report on the whole project, so I don't think it's possible to pick and choose which milestones are displayed.

    If, however, you are building a task report and only want to pull out specific tasks where a milestone for one department is assigned, you can filter based on Milestone>>Name. SImply enter the Milestone names for that department into the filter criteria. You wont be able to use the pretty Milestone view, but you can achieve similar report results.

    Hope that helps and makes sense! Please shout if you have any questions.

    Best Regards,

    Rich.

      L
      LenaMaAuthor
      December 22, 2020

      Richard - I tried that - right it's not pretty and if you group by Project Name you have all these similar task based names that make no sense and aren't organized and pretty - my leadership wants to look at a view and it tells a story - this is just data that isn't organized.

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