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Export project and goal reports to CSV
Export project and goal reports to CSV

Use Excel to manipulate your project and goal reports with CSV export

Mark Parnell avatar
Written by Mark Parnell
Updated over a year ago

When you perform a search from the Projects or Goals directories, you can select to export the results to CSV.

The exported CSV file can be imported into a tool like Microsoft Excel or Google Sheets. This allows you to further manipulate the data and create custom views to answer specific questions or provide specific reports to different stakeholders.

For example, program managers can now answer questions like, "which projects are missing a specific tag?". And managers can see how many projects were started last quarter by their teams that are not yet complete.

Which fields are exported to CSV?

CSV exports from the Projects directory include the following fields:

  • Project key

  • Name

  • Status

  • Start date

  • Target date

  • Owner

  • Team

  • Contributors

  • Related goals

  • Related links

  • Tags

CSV exports from the Goals directory include the following fields:

  • Goal key

  • Name

  • Status

  • Creation date

  • Target date

  • Owner

  • Teams

  • Parent goal

  • Subgoals

  • Contributing projects

  • Tags

💡 Don't forget, you can also embed filtered projects and goals in Confluence pages and Jira issues

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