Exporting Visual Task Board to Excel

[kendall_lin]

Hello,

What is the best and quickest way to export a Visual Task Board to an excel or similar format?

Thank you in advance,

Kendall Lin

[Sean Witt · Accepted solution]

Hey Kendall.

Out of the Box, anyone with a license (i.e. a fulfiller with the ITIL role) can create a report. So in a clean install, those licensed users could write this report against the vtb_card table without assistance from an admin.

Once a user creates the report, it is visible to them in a section called My Reports, and they can run and export it to Excel or PDF at any time.

if your environment has been secured in a way that limits access to report writing, you would need an authorized report writer to create the report. That report could be shared with either:

1) Individual user(s)

2) Group(s) of users

3) All users

Reports can also be published to a dashboard, or scheduled for email distribution to a defined list of recipients.

So there are a bunch of options, it just depends on how your instance has been setup, because that will define who can do these things. But writing the report and sharing/setting up distribution is quick and easy (less than 1 hour of work). So as long as you know what fields you want on the report, and can track down an authorized report writer, this should be a quick win for you.

Sean

[kendall_lin]

Hi sean.witt@careworkstech.com,

thank you again. I will try that. I was confused as dravvyramlochun initial reply specified that a system administrator would need to create the xml extract.

Based on your response, it looks like creating a report based on the vtb_table does not require that access level.

Thanks,

Kendall

[Sean Witt]

Good luck...if you run into questions or problems let me know. As long as you have the access needed, you should be able to quickly build the report. I can show you on screen/step by step from a Personal Development Instance if you end up having trouble.

Sean

[kendall_lin]

sean.witt@careworkstech.com,

Thank you for the offer. Got it figured out. Did not know VTB Cards were available through the report creator. Still not clear on some of the fields available (i.e. Label 1, Label 2, etc.), but with some experimentation I was able to get the report I needed created, scheduled, and sent.

Thanks again,

Kendall Lin