Exporting Report Builder report content to spreadsheets

You can export the content of your report to a new or existing Microsoft Excel workbook, and then build charts and pivot tables. You choose whether you want a spreadsheet with static data or live data that you can refresh when you need to.

Before you begin

  • The report widget whose contents you want to export must be on a Jazz™ dashboard.
  • You must have Microsoft Office version 2010 or later installed.
  • Team members who want to use your Microsoft Excel reports must have Microsoft Office version 2010 or later installed.

About this task

You can export your report data to two types of spreadsheets:
Live data
Select this option for reports that you run regularly, or for reports that you created pivot tables or charts for. You can refresh the query results from either the RunQuery worksheet or from your charts or pivot tables. In the spreadsheet that Report Builder generates, follow the instructions on the RunQuery worksheet to create a data source from the live query.
Static spreadsheet
Select this option if you do not need to refresh the data, create charts or pivot tables, or do not need to run again.

For both options, the initial report results are shown on the QueryResults worksheet in Microsoft Excel.

You can also copy the URL on the RunQuery worksheet into another Microsoft Excel spreadsheet. You might do this if your project maintains a collection of frequently run reports for reporting project status.

Procedure

  1. From your Jazz dashboard, in the report widget, click Open in new window.
  2. In Report Builder, near the upper right corner of the report, click Export > Export the report to Microsoft Excel.
  3. Follow the instructions for the type of spreadsheet you want to create, and see the instructions for how to refresh the data.

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