Forum Discussion
Girish Sharma
Nov 30, 2016Copper Contributor
How to export planner status reports in excel?
I have to share project status reports and would like if plan and task status reports can be generated in excel format. An integration with excel online would be great. Regards.
Rob Andren
Jan 30, 2018Copper Contributor
I'm a newbie to Flow so there might be a smarter trigger, but just to get an export to work, I started with schedule --> recurrence as a trigger. Then:
- Connector: Planner
- Action: List Tasks
- Then add a "New Step" --> "More" --> "Add an Apply to Each"
- Action: Choose Excel connector, with the action "Insert Row"
Configure Excel file as needed with columns for whatever dynamic data for each task on the plan. It would be nice to have more choices there, but there is enough there for a useful export for me.
Keya Majhi
Mar 28, 2018Copper Contributor
Hi,
Could you help me with a few details on how you did this?