Advanced search

Advanced search can be found in the navigation menu, in the top right corner. This app will let you display your cards through spreadsheets and charts. It's also possible to filter the cards and save them as exportable reports.

Select your desired criteria for the spreadsheet report.

Get additional criteria for your report by clicking the Add criteria button. There's a great variety of options to filter by.

The gear button found to the right of your criteria fields will allow you to hide/show columns, include/exclude archived cards and export your report as a CSV or Excel spreadsheet.

To the left of the gear button you'll find the charts button. Clicking this opens a window where you can build your own charts to display the filtered information.

To the top left you'll have the option to save the report. You can choose to share it to only yourself, everyone in your organization or a specified set of people.

All saved reports that are shared with you will be displayed in the list to the left.

 

 

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Comments

4 comments
  • Is it possible to see card hierarchy for backlogs in reports?

  • Hi Ivon,
    At the time this is not possible I'm afraid. There are still some things in the report section that needs to be expanded upon.

  • I'm doing the 30 day trial right now. How can I tell which features will be available to me at which levels? In particular, what type of reports are available at the small business level, how can I tell?

  • Hello Emily,

    The standard plan includes all the apps & integrations which are part of the "apps & integrations store" and the de-bundled report app in this post. However, the enterprise plan offers you timesheet reports and single sign on.

    Don't hesitate to reach back if you have any further questions.

    Cheers,
    Ludwing

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