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.

I don't want (to purchase) an additional tool. Would be nice if this will be a feature in Planner from Microsoft.

What's not mentioned is that you have to create the Excel file first so that Flow has a place to put the information. You can create as many columns as you wish. The limitation is the information that Planner is able to push. The only useful ones are Title, Due Date, and Percent Complete. I really wish there were more options here and specifically the Assignee! Anyone have workarounds?Rachel, the problem that you had is you haven't selected information to be added to the specific columns. If you click on Column one in your image you will be able to select several outputs from Flow/Planner. See my flow below!

You can try this outlook add-in which allows you to export / import tasks to planner using excel.http://apps4.pro/planner.aspx

I'm already using this tool, and I have to say that's it's great! Would be nice if Planner incorporate all the features that has this tool.

When this comes out of beta, I'm hoping we'll start to see a lot more capability around Planner along with the ability for us to create our own things around it: https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/task

How to export planner status reports in excel?

40 Replies

SanthoshB1
Bronze Contributor
Nov 30, 2016
You can try this outlook add-in which allows you to export / import tasks to planner using excel.
http://apps4.pro/planner.aspx
- jcastein
  Copper Contributor
  Mar 05, 2019
  This add-in costs money. We're paying for an Office 365 subscription, there must be a way to print even just to PDF, the task lists we've created in planner.
- S Honnihal
  Copper Contributor
  Sep 28, 2018
  Santhosh - Thanks for sharing the outlook add-in but it seems to have paid subscription.
- Deon Burgess
  Copper Contributor
  Jul 26, 2018
  This works well for exports, however, is there any way to get
  a) the comments concatenated so that all the details comments are in a single line cell with separators like attachments tab
  b) if in the data it detects the separator it displays or inserts a line break to display the segment on a new line in the same cell?
  - SanthoshB1
    Bronze Contributor
    Jul 27, 2018
    Thanks Deon Burgess, I am happy to hear this and it is possible to do as you have requested. I have DM you more details regarding this.

Forum Discussion

How to export planner status reports in excel?