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How to Create a Report

Build a report with fields, projects, milestones, and column order in XMP.

Overview

Reports in XMP combine site fields (such as site name and IDs) across one or more projects, and the milestones you want to track. You can freeze key columns and sync milestone layouts across multiple projects. You can also add filter conditions to the report to show only the data you need.

How to Create a Report

Go to Main Menu → Reports, then click Add new (top right). You can search existing reports by name or project before creating a new one.

Report Details and Fields

  1. Enter a report name.
  2. Select fields to show — commonly site name, scheduled next start date, and your site IDs.
  3. Optionally freeze columns (for example, site name) so they stay visible while you scroll, similar to Excel.

Adding Projects

  1. In the projects area, select a project from the dropdown.
  2. Click Add Project on the right.
  3. Repeat for each project to include.

Adding Milestones

  1. Click Milestones for the top project in the list.
  2. Select the milestones you want to add from the dropdown and click Add Milestone.
  3. Drag milestones in the left list to reorder — for example, instructed milestones first, operational milestones in the middle, finance at the end.
  4. Click a milestone to toggle report-specific settings (such as showing forecast dates).
  5. Click Done and Sync to save milestones for that project.

For multiple projects, open milestones on the topmost project and click Sync Milestones for All Projects to copy the same milestone set everywhere. Each project must already include those milestones in project settings — see How to Add Milestones to a Project.

Save and View

Click Save at the bottom, then View Report at the top right to open the live report.

Next Steps