Resourcing: Additional options for export | Voters

Resourcing: Additional options for export

complete

Kelley Bunge

Resourcing export should include the option to export to Excel with the filters you have applied to the Resourcing view, as well as by date range.

May 15, 2020

Gina Lockwood

Pinned

Hi Everyone, a quick update! We are breaking this request apart into two separate requests. 
With this specific post, we're going to accomplish the ability to filter the Resourcing export by date range and apply your selected filters to the exported data. 
If you're interested in a summary-style export where the rows total up by user by day, please vote on this request here! https://hiveteams.canny.io/feature-requests/p/resourcing-summary-export

Kelley Bunge

marked this post as

complete

Gina Lockwood

Merged in a post:

Resourcing Export Issues

Tim Chung

When a user filters the Resourcing to 1 user, the export still shows all users.
When a user filters the Resourcing to Incomplete actions only, the export still shows all actions.

September 8, 2023

Gina Lockwood

Merged in a post:

Resource filters for report export

Zoltan Erdei

Ability to export resource reports based on the selected filters (time, names, projects, and more.) Currently, the filters are ignored in the report exports, rendering the reports useless to a degree.

September 8, 2023

Kelley Bunge

marked this post as

in progress

Gina Lockwood

marked this post as

under review

Gina Lockwood

Merged in a post:

Allow For Export by timeframe

Ryan Carroll

As an admin i would like to be able to export the resourcing data with specific time frame selection.

This would allow me to pull just this week or just the last two weeks instead of pulling all historical data. That way we could continue to add time without affecting previously resourced time.

June 23, 2023

Kelley Bunge

marked this post as

planned

Gina Lockwood

Hi Everyone, a quick update! We are breaking this request apart into two separate requests. 
With this specific post, we're going to accomplish the ability to filter the Resourcing export by date range and apply your selected filters to the exported data. 
If you're interested in a summary-style export where the rows total up by user by day, please vote on this request here! https://hiveteams.canny.io/feature-requests/p/resourcing-summary-export

Devin Castaldi-Micca

Kelley Bunge for me its all about filtering. id love to be able to export by team / label / status. 
additionally, a date range filter would be great, as currently we get all historical and future data... "Show me next month."  i would add though that for this to be helpful it would need to include ongoing assignments in that range, not just ones whose start dates and end date fall within the range. so if i said 'export may 2023' it would include resourcing assignments with a start / end of 4/1 and 6/2 as well. 
while all of this IS possible after the fact in excel, it is a bit time consuming!

Jessie Boone

Devin Castaldi-Micca: this exactly!

Kelley Bunge

Hi all! Our resourcing export has had a lot of updates since this post was originally created back in 2020. We now have placeholders included in the export and 'total time' in raw number format rather than hh:mm.

What additional updates are you looking for in this export? Please comment what you would like to see! If someone has already added a comment for what you need, please like their comment so we know what to prioritize first. Thank you!

Jessie Boone

Kelley Bunge: I wasn't even able to get the export function to work today when I went to check out your updates? I tried web and app versions as did my manager. But what Devin said above is exactly what we're looking for!

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