To export data from a dashboard, open the Dashboard Details and choose the export option at the bottom of the popover window under the record Export Dashboard to. You can export either to CSV or Google spreadsheets.
- CSV export is a basic free option, allowing you to export card titles only or card titles & description for saving the Excel file in CSV format to your computer. To initiate the process, simply click the option you’d like to use and choose the location where the new file should be created on your computer.
- A more advanced option is available – an ability to export dashboard data to Google Spreadsheet. It provides more parameters for export, including the following ones: List name, Card name, Description, Author, Created, Start date, Due date, Estimate, Assigned users, Tags, Colour Tags, Priorities, Processing status, Attachments, Comments, Checklists, Related cards. To initiate the process, click “All Dashboard data” under the option “Google Spreadsheet”. Right away you will see a visual indication of the progress. Please, keep this tab in your browser open — export will take some time. When the export is finished, we’ll send you an email with the link to a new spreadsheet with exported data. The file will be created in the root of your Google Drive with dashboard name and export date in the title.
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