1. How to export cards?
Generally, the workspaces in Kanbanize consist of numerous boards, and tens, hundreds and in some cases even thousands of cards. Users could easily seek out the information they need with the help of the advanced search, however, for external stakeholders and outside systems, we have developed a couple of handy methods to filter and export information.
With the help of the advanced search, you can filter the information you wish to export by selecting among the wide range of filters available in Kanbanize. To achieve that:
Step 1: Go to the Advanced Search - click on the magnifying glass located on the Board header/Dashboard to open the tool.
Step 2: Click on the Refine search criteria link (1) to open the Refine search panel (2) that displays all properties in your account: both Regular and Custom fields (img.1).
For example: if you want to export cards from a certain board, which are assigned to a particular user - > then you need to select two pills from the "Refine search criteria" panel: Board and Assignee (Img.2).
The criteria you have selected will instantly appear at the left side of the window -> set the values i.e. -> use the dropdown to define the Board name as well as the respective dropdown to set the User name.
Then click on Search to run the report. The system will generate the matching results in a table format and you will get all cards assigned to the respective user in the board you selected.
Step 3: If you want to configure your search results i.e. to show/hide properties, which are relevant to your report → select the "Configure results" (1) button at the upper right side of the panel (img.3).
From the Configure results panel (2), you can select the data you need. You can also deselect fields, which you do not want to be present in your report.
Every additional property will be represented by a new column in the initial report table.
TIP: If a card has a custom ID, the value will be populated in the export file under a separate "Custom ID" column in order to differentiate from the default Card ID column.
Note: Using the visualization options in the panel, you can choose to visualize the data from your search in a bar graph or as a pie chart. All options are available left to the "Configure results" link.
Step 4: To export the final report, click on the Download icon at the bottom right corner of the Advanced Search panel.
The system downloads your results and generates a link in the new "Download results" panel. Click on it to open and save the file on your device.
Step 5: The information is exported to an Excel sheet, where the outcome fields (account properties) are aligned to match your excel columns.
2. Export cards from the Custom Widgets on your Dashboard.
In case that you have set up custom widgets to monitor important information directly on your Dashboard, note that you can easily export the information from the widgets.
1. Go to the widget on your Main Dashboard.
2. Click on the Settings menu of the respective widget.
3. Click on Export and proceed accordingly.
To learn more about the custom widgets, please check the dedicated article.