If you like to share information with external stakeholders or to use your data outside of Kanbanize, you can export the cards from your board in Excel format.
You can also use the export option to backup your data.
1. How to export cards?
To export cards from Kanbanize, follow these steps:
1.1. Go to the Advanced Search (the magnifying glass at the top right side of your dashboard) to filter and configure the information you want to export.
1.2 Click on Refine search criteria to open a new panel and to narrow down your search.
1.3. Select your search criteria (Regular or Custom fields) in the Refine search panel.
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 panel: Board (the last pill in the third row) and Assignee (the fourth pill in the first row).
1.4. The pills you have selected will appear at the left side of the window -> set the values i.e. -> use the dropdown to define the Board name and the respective dropdown to set the User -> then click on Search and the system will filter the data and will generate a report with all cards that match your criteria.
1.5. Use the Configure results button if it is necessary to remove some fields or to extend the information in your report -> just select /deselect pills.
1.6. Click on the Download icon at the bottom right corner of the Advanced Search panel to export the data -> click on the link in the "Download results" window to open and save the file on your device.
1.7. The information is exported to an Excel sheet, where the outcome fields are aligned to match your excel columns.
Note: There is a limitation of 1000 results for a search. If you wish to export more than 1000 cards, it is recommended to export your data by running several searches. Our recommendation would be to refine your search criteria, e.g. per board or for a certain period of time.
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.