Hi Team, I have a framework on Trello called Clients. Each list is a customer and within these lists the calls for each customer with date, member, etiquette. I need a report that shows the calls that were made by date (today, yesterday, week, month, etc.) How to do it?

1 answer

Hi!

I'm afraid it's currently not possible to do that within Trello. However, you could try exporting the data you have on your cards on a regular basis. 

If you're on a free account, you will be able to export your data in JSON format, which lends itself well to technical usages but doesn't load into common programs like Excel.

If you need spreadsheet support, check out Google Sheets and Trello integration with Zapier: https://zapier.com/zapbook/google-sheets/trello/

Another option would be either of these third party Chrome extensions:

https://chrome.google.com/webstore/detail/export-for-trello/nhdelomnagopgaealggpgojkhcafhnin?hl=en-US

https://chrome.google.com/webstore/detail/trelloexport/kmmnaeamjfdnbhljpedgfchjbkbomahp

Alternatively, if you upgrade to Trello Business Class (https://trello.com/business-class), you can export your board data as a CSV directly from Trello.

 

- Marta, Trello Support.

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