Export KanBo Board View to Excel
With this KanBo functionality, you can export a Board's content into a .csv file.
This will help you display it in a highly visual manner in Excel and use it i.e. for reporting.
To export a Board, simply select the following button on the top pane.
Now you can select Export view to file.
Now the download of the .csv file will start. Once it's done, you can import this .csv file to Excel.
This instruction's screenshots were made in Excel 2016, however the functionality will be very similar also in the older versions of Excel. See documentation provided by Microsoft regarding importing .csv files into Excel:
To import the Boards csv file to Excel, go to Excel and select Data and then, Get data.
Now select From File and in the next step, from Text/CSV.
Browse for your freshly downloaded file and select it.
In the windows which will appear, select Load button.
In a couple of seconds, your Board will be visible as an Excel table.
It will contain information about:
- Card ID,
- Card name,
- List name,
- Status name,
- Status role (or list role, if statuses are disabled),
- Created by,
- Created date,
- Start date,
- Due Date,
- Late (YES/NO),
- Completed date,
- Completed by,
- Completed (YES/NO),
- Todo items,
- Card link