Milestone Reporting

Hello all,

I want to do a report for this project. When the task "strip site and base course" is complete the milestone "earthworks complete" is complete. As you can see below the milestone was 4 days late. How do I do a report to show that this milestone was 4 days late. 

 

Thank you for your help! 

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Hi George Heather-Smith, welcome to the Community and sorry for the late reply here!

If I understood you correctly, you'd like to see a report that would show you the difference between the due date for a task and the actual completion date. If that is right, here's what I think can be helpful:

First of all, enable the "Completed date" column in your report. This is the date when the task's status was changed to "Completed".

After that, create a calculated field that will calculate how many days passed between due date and completed date:

You can then move that column so that it's shown right next to the "Due date" and "Completed date" columns. It will show you the difference in days:

Please let me know if that helps! 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Can you do this formula with a custom "completed date" field?  Wrike will not allow me to save it when I try.  The reason I need the custom field, is I am coming into a project mid-cycle and we are just moving into Wrike.  Anything I add that was already completed prior to me joining the team will not allow me to mark the actual completion date - it only tags it as of today, which is inaccurate.  I am trying to reflect the entire project - not just when I came on moving forward.

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Hello Lisa Thompson,

Thank you for your question!

Yes, you are correct that the "Completion date" for tasks cannot be edited to a different date. This is a system field that is going to be automatically filled in with the date the task was marked as complete. So using a custom field to track a different "Actual Completion Date" and "Actual Duration" is indeed the best option for you. 

For your "Actual Duration" field, you should be able to create a calculated custom field in Wrike using the formula you shared in your screenshot. First, you should setup your "Actual Completion Date" custom field as a date type field, as I've done in my account here:

Then you can create your calculated custom field according to the instructions in our Help Center. Using the "Actual Completion Date" custom field already created and the "Due date" system field, you should be able to setup your calculated custom field for "Actual Duration":

The resulting data type depends on the type of fields used in the formula. The formula in our example here uses 2 date type fields, so the results should be displayed in days.

Please give it a try and let me know if you have any questions.

Have a great and productive day! 😄

Aaron K. Community Team at Wrike Become a Wrike expert with Wrike Discover

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Thank you for confirming the formula should work.  I am not sure why it was not allowing me to create it.  I had to remove the custom field, then use the online platform to get the software to allow me to save the custom calculation.  All in all, I was able to create it and it works as desired.  Thanks again.  

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Great to hear it worked, Lisa Thompson 🙂

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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