Reports Export

Epicflow allows the user to export all kind of management data which can be used in 3rd party tooling like Qlikview, Power BI or Excel. This data can be exported automatically on a specified time frame or manually. Here we discuss the manual option, for automatic export contact our support.

Export Permissions

For the different set of Reports appropriate permission must be granted. To set the permissions , navigate to the “Admin” page and within the selected group go to “Export reports” permission.

  • None – User is only allowed to download own Timesheet
  • Basic – User is allowed to download only basic reports.
  • Advanced – User is allowed to download basic and advanced reports

Note that the reports only show the data that you are entitled to see based on your other permission. e.g. if you don’t have the right to see the financial information, then these columns remain empty.

Screen #1 – Reports Export – Permission granting

Below you’ll find a description of each Export Reports type and more detailed description of each report.

Basic vs Advanced

When you have permission to export advanced reports you get the option to download basic or advanced reports as shown below.

The basic reports contain the most important data and can be used as a stand-alone table. The tasklist, timesheet, and resource table are examples of basic outputs. When having large data sets these tables can be less efficient because of their structure.

The advanced option provides a set of tables similar to a database setup. e.g. a task assignment only contains the resource id and in order to find the resource name you have to look in the resource table. We made is such that in principle you only have to look in one other table to find your data. As a user you can select the tables of interest. Advanced reports are only available on the pipeline and the the quick edit Gantt page.

Screen #2 – Advanced and Basic Reports Export

 

Report Types

Timesheet report

Navigate to the Timesheet page and select “Export report” icon. In newly appeared frame you can define:

  • range for which report must be generate.
  • file format CSV(zip) or Excel
  • should it be for All users or for Selected one*

In your permission is “None” then this option is hidden and you are only allowed to export your own timesheet data. There is no advanced mode for timesheets.

Screen #3 – Basic Reports Export – Timesheet

User Data report

Navigate to the Resource Management page and select “Export user data”. In newly appeared frame you can define:

  • file format CSV(zip) or Excel. (-> UPDATE)

To export advanced the advanced resource table, go to the pipeline page.

Screen #4 – Reports Export – Resource Management

Task List report

Navigate to the Task List page and select “Export report” icon. In newly appeared frame you can define:

  • file format CSV(zip) or Excel
  • should it be for All items or for Filtered only

In case of “Filtered only” option selection report will contain tasks accordingly to the set filters at Task List page. To export advanced task list data, go to the pipeline page.

Screen #5 – Reports Export – Task List

Pipeline report

Navigate to the Pipeline page and select “Export report” icon. In newly appeared frame you can define:

  • file format CSV(zip) or Excel
  • should it be for All items or for Filtered only
  • When having “basic” export permission the user can only download the basic tasklist report, when having advanced export permission the user can select which data tables too download.

In case of “Filtered only” option selection report will contain projects accordingly to the set filters at Pipeline page.

Screen #6 – Reports Export – Pipeline

Quick Edit Gantt report

This type of report is the same as from Pipeline but contains only data on the selected project.

Navigate to the Pipeline page and select “Quick Edit mode” for any of projects. By selection of “Export report” icon, in newly appeared frame you can define:

  • file format CSV(zip) or Excel
  • should it be for All items or for Filtered only
  • When having “basic” export permission the user can only download the basic tasklist report, when having advanced export permission the user can select which data tables too download.

In case of “Filtered only” option selection report will contain Project’s tasks accordingly to the set filters

Screen #7 – Reports Export – Quick Edit Gantt Mode

Updated on March 19, 2020

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