There are many options for viewing and reporting on Milestones and Journeys.
Viewing Milestones Assigned by Search
You can search for who has which Milestone by either:
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Milestones page > open desired Milestone > search on the Participants sub-page, OR
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People Lists > Milestones Assigned page.
Viewing Milestones Assigned by View
The Milestones Assigned page is a great place to create custom views. Additionally, there are several built-in views on the Milestones Assigned page to help you determine what action needs to be taken.
- At Prior Church
- By Person
- Follow-Up: All
- Follow-Up: COMPLETE
- Follow-Up: REPEAT
- Last 30 Days
- Next Milestone Needed
- Waiting On Me
- YTD Not At Prior Church
Once you have determined the records to take action on, you can use any of the common Selected Contact reports (e.g., labels, mail merge) and other tools (New Message Tool, Text Message Tool) to quickly communicate to people in the Journey process.
Viewing Milestones Assigned by Report
Various Journey/Milestone-related reports are available on several pages of the Platform.
On the Milestones/Journeys pages
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Journey Participants: See everyone involved in a Journey and the Milestones they have accomplished.
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Milestones Summary: Review a count of Milestones accomplished by year and month.
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Milestones Summary by Ministry: Review a count of Milestones accomplished between two dates. Results are broken down by Ministry.
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Milestones By Week: A graphical and numerical summary of Milestones grouped by year and week. This report has multiple pages.
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Selected Milestones Summary: Available only on the Milestones page, this report is similar to the Milestones Summary except that it includes results for selected Milestones only.
On the Milestones Assigned Page
- The reports available on the Milestones page may be visible on this page.
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Selected Milestone Letter: Quickly print a letter in follow-up to a Milestone Assigned. The letter is addressed to the person who accomplished the Milestone. The letter's text comes from the "Letter Body" and "Letter From" fields on the
Milestone record.
From Contacts/Participants Pages
- Selected Contact Journeys: Use this report on any page where Contacts are listed to see whether they are on specific Journeys and to determine how they are doing those Journeys.
Viewing Milestones Assigned by Process
You can set up a
Process to assign a Task or send a Message when a certain Milestone is assigned to someone.
