--- title: Milestone Summary Report description: The Milestone Summary Report provides an overview of the cost information associated with a selected Milestone. --- [Skip to content](https://success.join.build/en/knowledge/milestone-summary-report#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Reports](https://success.join.build/en/knowledge/reports?hsLang=en) 3. [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports) # Milestone Summary Report ## The Milestone Summary Report provides a summary-level overview of costs within a Milestone. The Milestone Summary Report provides a summary-level overview of costs within a Milestone, including the Estimate, Budget, Running Total, and decisions made on Items. It presents this information with an [Estimate Chart](https://success.join.build/en/knowledge/estimate-graph-dashboard?hsLang=en) and/or a summary list of costs and Items. This report can be customized and tailored to specific needs by [grouping, sorting, filtering](https://success.join.build/en/knowledge/create-a-custom-report?hsLang=en#grouping_sorting_filtering_reports), and other [report customization](https://success.join.build/en/knowledge/create-a-custom-report?hsLang=en) settings. ### **Accessing the Milestone Summary Report** #### From the Reports Page 1. Navigate to the **Reports** page. 2. Click the **New Report** button. 3. Select **Milestone Summary** in the report dropdown. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-07-16-52-1405-PM.png?width=670&height=511&name=image-png-Oct-30-2025-07-16-52-1405-PM.png) #### From the Items Page 1. Navigate to the **Items** page. 2. Click the **Milestone Summary** hyperlink at the top of the page. #### ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-07-19-14-8101-PM.png?width=670&height=389&name=image-png-Oct-30-2025-07-19-14-8101-PM.png) #### From the Milestones Page 1. Navigate to the **Milestones** page. 2. Click the **Milestone Summary** hyperlink in the **Report** column next to the desired Milestone. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-07-23-13-8538-PM.png?width=670&height=278&name=image-png-Oct-30-2025-07-23-13-8538-PM.png) #### From the Milestone Details Page 1. Navigate to the **Milestones** page. 2. Click the name of a Milestone to view the Milestone Details page. 3. Click the **View Reports** button at the top of the page. 4. Select **Milestone Summary Report** in the report dropdown. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-07-30-26-9635-PM.png?width=670&height=367&name=image-png-Oct-30-2025-07-30-26-9635-PM.png) #### From Project Cost Summaries All of the project cost summary views are hyperlinks to the active Milestones Summary Report. See the screenshot below for examples. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-07-45-45-9755-PM.png?width=670&height=356&name=image-png-Oct-30-2025-07-45-45-9755-PM.png) ### **Filtering the Report** The report can be filtered by any [categorization](https://success.join.build/en/knowledge/categorizations?hsLang=en) associated with the Estimate and Items. The Items included in the report can also be filtered by their status. The filter tool is located in the upper right-hand corner of the page and looks like a funnel. Once selected, it will display a list of categorizations for filtering. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-08-40-08-7709-PM.png?width=670&height=529&name=image-png-Oct-30-2025-08-40-08-7709-PM.png) ### **Customizing the Report** The report can be edited using the report settings menu located in the upper right-hand corner. Here you can choose the Milestone, View, Metrics, grouping hierarchy, columns, and detailed Item cost inclusions.  ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-08-42-52-0245-PM.png?width=630&height=534&name=image-png-Oct-30-2025-08-42-52-0245-PM.png) ***Tip:** When grouping, first select the categories to group by, then organize the selected categories by grabbing and dragging them into the desired order. Once complete, click into white space for the grouping to be applied.* ### **Potential Use Cases** **Milestone Summary Report**: With a new Milestone uploaded to Join, you can share a customized Milestone Summary Report to update your team on the revised cost estimate. **Live Report**: Once a report is organized, it can be saved in your reports. Each saved report has a unique URL assigned to it. This URL can be copied and shared in emails, pasted into recurring calendar invitations, or hyperlinked in reports. The link will bring you to the most up-to-date version of the report. **Real-Time Estimate Report**: With the ability to configure the report, you can compare the Milestone Estimate cost and where you currently sit with the Running Total. This is always up to date and can help convey the progress made through making decisions with the Items. **Item Cost Summary**: By removing the Estimate and Budget columns, the Milestone Summary Report can be used to summarize Item costs by category. **Memorialized Snapshot in Time**: The report provides a snapshot, considering Items at a particular moment. This moment can be memorialized by printing the report to a PDF. ***Tip**: There are two types of PDF exports available for this report. The **Print Report with Cost Summary** option includes the Project Cost Summary at the top of each page. The **Print Report Only** option will export just the report.* - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join) - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project) - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices) - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors) - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members) - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners) - [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content) - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new) - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access) - [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content) - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard) - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones) - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets) - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items) - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options) - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status) - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios) - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library) - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact) - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups) - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups) - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups) - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances) - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline) - [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content) - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting) - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team) - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings) - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations) - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure) - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display) - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template) - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications) - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header) - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs) - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects) - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings) - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards) - [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content) - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations) - [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content) - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions) - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on) - [AI](https://success.join.build/en/knowledge/ai?hsLang=en) [![Artboard 3@4x-8](https://success.join.build/hs-fs/hubfs/Artboard%203@4x-8.png?width=100&height=69&name=Artboard%203@4x-8.png "Artboard 3@4x-8")](https://join.build) © 2026 - Join | All rights reserved.