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How do I create status reports in Trello?

Alison_Fletcher July 15, 2019

I have multiple boards set up that each aligns to a project. There are multiple projects running at any one time, so I want to be able to easily report on the following:

  • Project status - on track, blocks or delay
  • Completed tasks this week/month - overall summary & by user
  • Due tasks this week/month - overall summary & by user

 

The desired outcome is to set up an automated weekly report that can be emailed to myself and my line manager.

 

2 answers

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Iain Dooley
Community Champion
July 15, 2019

@Alison_Fletcher a great partnership to Trello is Google Sheets, which you can use to store a bunch of historical information and then report on it. I got started using this guy's work:

http://www.littlebluemonkey.com/blog/automated-trello-reporting-using-google-spreadsheets

This was actually the foundation for Trellinator which I shared with you earlier.

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Katrin Anger
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July 15, 2019

@Alison_Fletcher 

Sorry that I have to state this again, but there is no standard feature in Trello that does this. Please have a look at the available Power-Ups.

When you open the Menu in a Trello board, click on Power-Ups and then on IT & Project Management. There are a lot of good tools that might have the features you are looking for.

Katrin Anger
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July 17, 2019

@Alison_Fletcher 

I recently learned that there is a tool that specializes on running reports on Trello boards. You may want to check out Bridge24 to see if they can help you with that.

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Ryan Haller
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February 21, 2021

This fills all the unfortunate voids Trello has created for itself.

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