Goals - Overdue Milestones

The  Goals report type provides an overview of Goals List, Overdue Goals and Overdue Milestones.

This article provides instructions on 'Overdue Milestones'. See below:

1. Choose desired Status

Tip: A date range can also be selected to narrow down results.

2. Choose 'Overdue Milestones', then choose the goal (or goals) you wish to report on (in this example, we'll choose "All Goals")

Note: When choosing "All Goals" the report will only include goals that have (at least) one (1) milestone and is 'active'.

3. Click on the Generate button

4. Once the report has been generated (on the page), you will see multiple reporting types/buttons to view this data in, as shown below:

Save - Allows you to save this specific report (click here for more information)

Print - Opens a PDF version of the data (in .PDF format)

CSV - Opens a CSV version of the data (in .CSV format)

Excel - Opens an Excel version of the data (in .XLS format)

Below you can see an example of this report which details the following:

  • Goal Name
  • Milestone
  • Deadline Date
  • Milestone Owner Name
  • Milestone Status
  • Milestone Progress Percentage
Goals Milestone Deadline Milestone Owner Status Progress
Brookfield - New Site Opening Human Resources 11/05/2021 All Contributors In Progress 53%
Brookfield - New Site Opening Grand Opening 26/05/2021 All Contributors New 0%
National Conference 2021 Book Accommodation 22/02/2021 Rachel Warner Awaiting Confirmation 80%
National Conference 2021 Arrange Catering 22/02/2021 John Howard In Progress 34%

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