Resourcing: Additional options for export
complete
K
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.
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G
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
K
Kelley Bunge
complete
G
Gina Lockwood
Merged in a post:
Resourcing Export Issues
T
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.
G
Gina Lockwood
Merged in a post:
Resource filters for report export
Z
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.
K
Kelley Bunge
in progress
G
Gina Lockwood
under review
G
Gina Lockwood
Merged in a post:
Allow For Export by timeframe
R
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.
K
Kelley Bunge
planned
G
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
D
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!
J
Jessie Boone
Devin Castaldi-Micca: this exactly!
K
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!
J
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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