In this video we are going to use the XER toolkit to generate a report based on the projected adherence of future milestones to their respected baseline dates. From the top header menu select the dashboard option followed by current dashboard, from the left-hand side menu click on the plus icon to add a new item, you will need to select the schedule adherence option.

From the toolkit we can either look at the adherence of start or finish dates but as we are focusing on milestones we can select either option. The report will include all activities within open projects and will update as you open and close projects. As well as reporting on adherence to the schedule, we can also see that there are tasks that do not have the corresponding activity within the baseline.

To set up and add a filter you need to first raise the filter form from the chart hamburger menu, following this you should select the activity filter option, from the filter form under activity status you should make sure everything is ticked apart from the completed box. Plus, from the activity types select all the milestones options before clicking on the apply button in the top corner the system will refresh and show all milestone information from the project; to modify the chart type we can open the settings form from the chart hamburger menu and select the chart settings option.

From this form you can select the desired format from under the chart types of option, to view the detailed data behind the chart you can click on the chart hamburger menu and select the export chart data option. The toolkit will extract the requested data and collate into a downloadable report, the report is produced in a standard Excel workbook and contains a summary sheet with the chart and data, there is also a second worksheet with a full list of the filtered tasks or in this case milestones.