Export Work Items

Overview

The Export feature in Zymmr allows you to download a list of work items directly from the "Search across work items" screen. You can export all items or just a filtered selection into CSV or Excel formats, giving you the flexibility to create custom reports and perform offline analysis.

Steps to Use the Export Feature

1. Navigate and Apply Filters

1. Go to the Search across work items screen.
2. If you need to export a specific subset of data, apply one or more conditions using the Filter Functionality.
   • Example filter: Workflow State equals "Open" AND Project equals "Test".

2. Configure Your Export

In the export configuration panel, set up your desired output.

1. Choose Items to Export: Select whether to export all items in the current view or only the filtered items.
2. Select Export Format: Choose either CSV or Excel.
3. Choose Time Entry Format: Select if time values (like Logged Time) should be exported in minutes or seconds.
4. Select Fields to Export: You have several options to quickly select columns:
   • Select All: Includes all available fields in the export.
   • Select Mandatory: Includes only the essential fields, such as Project and Key.
   • Unselect All: Clears all field selections, allowing you to pick them individually.
   • Manually check the boxes for the specific fields you need.

3. Generate and Download the File

1. Once your configuration is set, click the Export button.
2. The file will be generated and downloaded to your computer's default downloads directory. The filename will follow the format Workitems-Export-[YYYY-Mon-DD] [XXXXXX].

Example Use Case

Scenario

You need to create an Excel report of all "In Progress" tasks for the "Development" project. The report must include the fields: Task Name, Status, Assignee, and Due Date.

Steps

1. Apply Filter: Set the filter to Project equals "Development" AND Status equals "In Progress".
2. Choose Items: Select the option to export filtered items.
3. Select Format: Choose Excel.
4. Time Format: Choose Minutes.
5. Select Fields: Unselect all, then manually check Task Name, Status, Assignee, and Due Date.
6. Export: Click Export to download the file.

Example Exported Data Format

The exported file will contain the columns you selected, with data structured as follows:

Project	project_title	Type	type_title	Logged Time	Remaining Time	Estimate Effort
feeec76784	Zymmr Support	Bug	Bug	NaN	NaN	NaN
feeec76784	Zymmr Support	Bug	Bug	NaN	NaN	NaN
feeec76784	Zymmr Support	Bug	Bug	NaN	NaN	NaN

Power Your Reporting

Use the export feature to create custom reports for stakeholders, import data into other business intelligence tools, or perform in-depth analysis in a spreadsheet application.