Exporting the Traceability Report

 

In the toolbar, you will find the Export button. This feature is designed to export the visual Tabular View into a CSV file, which can be used for reporting, offline analysis, or as a backup.

Steps to Export the Report

  1. Click on the Export button to initiate the download of the current view.

LinkTypeskitch_1.png
Export Report
  1. The generated CSV file will encapsulate the connections along with the item fields currently active in the view.

 

The downloaded file can be opened with any spreadsheet software that supports the CSV format like Microsoft Excel, Apple Numbers or Google Sheets.

Representation of the Report View in the CSV Export

In the exported report, each main item is presented in a row, with child rows for each of the linked items.

Key Points of the CSV Structure -

  • The CSV data includes a Link column that explicitly denotes the relationship between items.

  • For each main item, additional columns follow, representing linked items associated with the main item.

  • These columns have fields as the main item and the data in these columns correspond to the linked items' information.

  • If there is more than one linked item for a main item, each linked item is listed on a separate line.

This structure allows for a concise representation of main items and their linked items in a tabular format. Each row provides a comprehensive view of the relationships and details associated with the main item and its linked items.

Example

For example, let us consider the Link Type view of the Goals board –

LinkType.png
The Goals Board in Link Type View

When we export this report, we will get the CSV file with the following content –

  1. Each item in the report has a row for itself.

  2. In the Link Type View, consider item Create Banking app MVP - Beta

a. Observe that Create Banking app MVP - Beta has three items linked by Requires and two items linked by Blocked by.

b. Now observe the CSV file, Create Banking app MVP - Beta has 5 linked items listed on separate line followed by the columns of main item.

  1. Alongside the Item Name and Link columns, you will find data columns of the item card spread out as columns for both main item and linked items.

 

 

 

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