Overview
Milestone Tracking reporting helps you measure process milestones using workflow data that comes from task execution.
It is different from the custom dash-boarding system: dash-boarding is for visual widgets and on-screen monitoring, while this reporting workflow is for creating exportable, field-level reports from template/task data.
In simple terms, milestone reports are built from what your tasks log (including completion timing), so you can track operational outcomes with less manual work.
Key Benefit
Track real workflow activity: Use task-based data instead of manual spreadsheet updates.
Keep reporting and dash-boarding roles clear: Use milestone reports for exports and audits, and dashboards for visual monitoring.
Reduce compliance risk: Capture key dates through task logging fields and report on them consistently.
Save time over repeat cycles: Reuse filters and report setup instead of rebuilding each report from scratch.
How To Create New Workflows
Go to To Do > Milestones. This is where you create and manage milestone workflows.
Select the + New Workflow from the workflow name dropdown at the top of the page to create a new milestone workflow. Then begin by entering in a clear name for your workflow so that your team can find it later.
Select the resource type that you want to report on. Your options are clients, plans, and plan years. Which resource type that you select will be the rows of the milestone workflow.
Set up milestone fields and labels. Add the fields you want to track in reporting (for example, status/date-related fields) and apply labels that match your team's process language. Keep names consistent so report columns are easy to read. When you're ready, select Create Workflow.
Configure milestone fields on the task(s) that should feed reports. Logging fields capture values and timestamps and write them to the reporting target record (such as client, plan, plan year, or project). You can associate a task to a specific milestone in your workflow by selecting the task, then selecting the associated workflow, and then selecting the corresponding milestone it should track to. Remember, only date fields can be used for tracking workflow steps.
After configuring the correct milestone fields that you want to report, you can select More > Configure Columns to add additional data points to your workflow report.
Great! Now your workflow is created. Future task completions will be automatically tracked on this dashboard.
Need to report retroactive milestone fields for tasks you have already completed? You can do that using Report Retroactive Completions.
Report Management
Use this section after your workflow is already created and running.
Export Filtered Milestone Results
Go to the list view you report from (for example, Companies or Plans), click More, then click Export Filter Results. This exports only the records currently shown by your active filters to your desktop as an excel document.
Add or Adjust Filters Before Export
Click Add Filter to narrow or expand the dataset (for example, status, service segment, or saved filter). Confirm the visible list matches what you want before you export.
Edit The Workflow When Reporting Needs change
Go to To Do > Milestones, click Edit This Workflow, and update tasks, labels, logging fields, or completion-date mappings. Save changes, then rerun a report export to confirm your updates are reflected.
Configure Report Columns
Open report options and select the columns that should appear in output (identifying columns plus milestone logging/date columns). Remove columns that are not needed so downstream users get a cleaner file.
Delete A Workflow You No Longer Need
In To Do > Milestones, open the workflow options and choose delete. Confirm with your team before deleting, because older reporting references may rely on that workflow structure.
Troubleshooting Tips
If you do not see Generate Report, make sure you are in a list page such as Companies or Plans, then open More.
If milestone dates are missing, check the task's Logging fields and completion-date mapping first.
If older projects are blank, rerun Report completions retroactively so historical completions are backfilled.
If someone expects this in a dashboard widget, remind them this workflow creates exportable reports; dashboard widget editing belongs to the custom dash- boarding system.
You are doing great - once logging fields and completion-date mappings are in place, this report flow becomes reliable and easy to repeat.