Overview
Extract your milestone data for offline analysis, stakeholder updates, or archival.
Steps
In the Milestones tab, apply any filters or search to narrow the list.
Click the table’s Export button (above or in the Action menu).
Choose CSV or Excel format and download.
To print a formatted report:
Use your browser’s Print feature on the Milestones page.
Adjust print settings (landscape, margins) to capture the full table.
Tips & Best Practices
Export only the visible columns by hiding extras via the Filters icon first.
Include date and status filters in your report title for context (e.g., “Q2 2025 Milestones”).
Archive monthly exports in your shared drive for compliance.
Troubleshooting / FAQs
Export button greyed out: You lack “Export Milestones” permission—ask an admin to grant it.
Missing columns in CSV: Re-enable those columns under Filters before exporting.
Print cuts off columns: Switch to landscape orientation or reduce font size.