1. How to Export Card Data?
In Businessmap, workspaces typically have many boards with lots of cards — ranging from just a few to thousands. Users can easily find what they need through the advanced search. For external stakeholders and outside systems, however, 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 want to export by selecting among the wide range of filters available in Businessmap. To achieve that, follow the below instructions or check out this short video:
Step 1: Go to the Advanced Search — click on the magnifying glass located in 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.
For example: If you want to export cards from a certain board, which are assigned to a particular user — you need to select two pills from the "Refine search criteria" panel: Board and Owner.
The criteria you have selected will instantly appear on the left side of the window where you have to set the values, i.e., use the dropdown to define the Board name and 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 that are relevant to your report → select the "Configure results" (1) button in the upper right side of the panel.
You can select the data you need from the Configure results panel (2). 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.
Notes:
- If a card has a custom ID, the value will be populated in the export file under a separate "Custom ID" column to differentiate it from the default Card ID column.
- If you select the Links option from the Configure results panel, you will get an additional tab in your exported file, called Links, where you can see more details about the linked cards (e.g. linked card ID, link type, etc.).
- If you select at least one of the following options — “Finished subtasks count,” “Unfinished subtasks count,” or "Total subtasks count" in the Configure results panel, you will get an additional tab in your exported file, called Subtasks, where you can see more details about the subtasks, including their Age (days since the subtask was created).
With 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 next 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. How to Export Card Data from the Custom Widgets on Your Dashboard?
If you have set up custom widgets to monitor important information directly on your Dashboard, note that you can easily export the data from the widgets.
1. Go to the Dashboard where the widget is added.
2. Click on the Settings menu of the respective widget.
3. Click on Export and proceed accordingly.