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Detailed reports Edited

I need to create email reports that show the detail of Checklists and Checklist items within Cards.  Creating Card reports seems straightforward, but showing the details within each card is proving a challenge.

2 answers

Agree. Just today, I built a script that synchronise between attachments and checklist item numbers. It traps about 4 card actions and probably about 20-30 lines of python code to handle the job.  It allows for add and delete of attachments, accidental delete of entire checklist, or modify the names inside checklist. Objective is to decide in the progression of work, what attachment should go out to a client. 

1 vote
Iain Dooley Community Leader Jun 19, 2020

@Jim Webber you can use the {cardcheckliststate} variable in your report like this:

create a report in variable "ohai" with all cards in list "Priority (2)" using pattern "{cardname} {cardcheckliststate}", and create a new card with title "report" and description "{$ohai}" in list "Inbox"

I just posted the variable to a description instead of emailing it but this is how the variable looks:

2020-06-19 at 11.32 pm.png 

☺️Now I understand what is a report in the context of Trello. 

Like Iain Dooley likes this

Many thanks Iain - I'll give it a go

.....is there an option/variable to sort the report by checklist name (i.e. grouping all of one person's checklist items together)

My first attempt is a huge step forward compared to before so many thanks.  I have a few formatting questions - should I post them here?

Iain Dooley Community Leader Jun 21, 2020

@Jim Webber by all means, the formatting is pretty limited though. There's also no way to sort by checklist, it's going by card and printing the state on each card. If you have multiple checklists per card that represent tasks for different people by name, this Trellinator function would do that:

https://gist.github.com/iaindooley/3c114ddc6ca709ecbb403cdcec4df390

You can read more about Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Cheers for the help Iain - our reports are getting better, not yet using Trellinator. 

A few queries, is it possible to;

  • Reduce font sizes and therefore the length of the report
  • Hide completed checklist items (even when hidden in the Checklist they appear in the report)
  • Add a due date to the report - due dates appear on the Checklist Items in Trello

Capture.JPG

Iain Dooley Community Leader Jun 30, 2020

@Jim Webber As far as I know, none of these are options. One thing you might be able to do is forward the email to a Zapier email parser, then manipulate the content there and re-send it via Gmail, although that won't fix the due date issue. If you really want the report customised to this degree I think your only option is using the API directly.

@Iain Dooley knows a lot better about Trello than I.

This is a demo that illustrate the use of API( as mentioned by @Iain Dooley ) to recover / reconstruct a deleted card. In this example, it is to reconstruct the same card but nothing stops us from dropping those that are checked. 

https://youtu.be/vuu4nJ8ET4Y

 

however, I struggle to recommend an output format short of a json of all the data that you need format it as HTML (can go to website or email) or just a text file. All are options. 

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