n this video we are going to use the XER tool kit to generate a report based on the projected adherence of future milestones to their respected baseline dates. From the left-hand menu click to add a chart, select schedule adherence, if we were going to generate a report for activities then we can either look at the adherence of start dates or the finish dates, however, since we are only interested in milestones it doesn’t matter if we pick the start or the finish.

The report will include all activities within open projects, and we update as we open and close them. As well as reporting adherence to the schedule we can also see that there are tasks that do not have the corresponding activity within the baseline.

Now to set up our filter, raise the form from the chart options menu, under activity status select everything except for those that are complete, under activity types select milestones, then apply.

To modify the chart type, we can raise the settings form and select the desired format.

To view the detailed data behind the chart, select to export, the report is produced in a standard Excel workbook and contains a summary sheet with the chart and data and there is also a second worksheet data, a full list of the filtered task, or in this case milestone.