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Manage a group in the reports view
Manage a group in the reports view
Why use the reports view? How to export my data to CSV? How to export my data to Excel?
Erez Moshe avatar
Written by Erez Moshe
Updated over a week ago

For your convenience, you can change the view of a group (feed, kanban, reports, or Gantt) from the left-hand menu inside the group. The default view will be configured by the member who opened the group.

Work with a Reports View inside a group:

You will see all the cards (tasks/projects) info on a table. The table will display the basic details such as title, creation date, labels, status, due date, and more.

Columns / Fields -
You can customize what columns/fields will be displayed by clicking on the settings icon on the top-right corner above the table.

Data Type -
By default, you will see all the data types (article, post, question and etc. ) in the table. You can filter it to only the data types you wish to display by clicking on the drop-down box and selecting specific types.

Export -
For your convenience, you can export the data to Excel or CSV for advanced analytics, graphs or BI reports.

Keeping a personal report in the group:

Once you have set up the relevant filter for filtering the information you want to see and custom sorting, you can save the report to reuse it next time.

  1. Press the save button at the top right of the screen. In the window that opens, make a name for your report, and click Save.

  2. You can now see the report in your list of reports here 👇🏼

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