The Milestone Reporting page provides a consolidated view of every savings milestone across your organisation. It enables you to monitor milestone progress, analyse projected and realised savings, and report on savings performance from a single location.
The Milestone Reporting page displays every milestone created within your savings initiatives, allowing you to report on milestone activity without opening individual savings records.
Filtering milestones & Customising the Report
Use the filters at the top of the page to quickly find the milestones you want to report on.
Select the Edit Columns button to choose which columns are displayed within the report.
Exporting milestone data
Select Export to download the current report, including any filters and visible columns that have been applied. This makes it easy to analyse savings performance, share milestone progress with stakeholders, or create management reports.
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.