Reporting with Planner
Planner should provide a quick and easy way to report regularly. For example, a view of what was accomplished during a specific week would be helpful, so a date filter and a status filter may be needed. Additionally, a static snapshot would be helpful, for reporting to executives that require information push, so a way to group projects in addition to 'favorites' is needed, as well as a way to email a snapshot of the group dashboard.
Adam Greyson
shared this idea
We don’t have any major updates to share at this time – Export to excel is still our first step towards delivering better reporting capabilities in Planner. You can find updates and discussion on this suggestion here:
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11116770-import-export-from-to-excel-project-etc
Thank you for your patience and feedback! If you have any other suggestions on how you’d like to utilize reporting functionality in Planner, please comment below!
Cheers,
The Planner Team
74 comments
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Mike
commented
Something that maybe reported comments for the week would be nice. I used to use base camp and it would send me a weekly report of activity on the projects. This would be great, and even better if we could filter by project or person.
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Gary Railton
commented
It's a surprise that this isn't one of MS strong points seeing the availability of Power Automate and Power BI. I'm sure the ability to embed a PowerBi report into Planner wouldn't be that difficult nor take 4 years to think about!
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Mick Galt
commented
almost 2 year since the last update.
is there update on this ?? -
Sirish
commented
Like power automate Power BI that is generated, it would be very productive to get something similar for planner where you can get an overview of what is done, is coming etc. Exporting excel and creating reports is not very helpful when working in busy time
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Anonymous
commented
Add the functionality for a Manager to generate cross-planner reports, similar to the plan by plan "charts", just an aggregated version of that. But without the need to hire a developer to setup Power BI.
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lindatoar
commented
feel regret I did not know this before I read your article! http://theimpossible-game.com/slope-game
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Nope Noway
commented
I cant fathom that Microsoft expects Planner to be a functional project planning tool when every stakeholder asks for a Gantt chart. No Gantt chart, no functionality.
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Anonymous
commented
Planner is really lacking some way of monitoring completed tasks. I really wish we could just see what tasks were completed during a date range.
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Anonymous
commented
Hi, I would need a statistic based on the requester of some activities and subject
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Justin
commented
A good example to look at this would be to look at the functionality that Jira has.
It can output the work load, the number of late tasks, it can tell you the activity of tasks (ie. are people actually utilizing and engaging on planner, or does it only get looked at once a month by the project manager).
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Anonymous
commented
We urgently need a Power BI connector to Planner. This a showstopper for us. We will not invest in 3rd party products.
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Kaylee
commented
I can't sell the boss on this product until they're able to get an overview of all of the team's projects.
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Will C
commented
Would really like this feature, a simple new filter for Completed that allows "today, last week, this month, and all time" filters would be perfect. Can even keep the same graph layouts that are there today.
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JR
commented
This feature would be very useful for weekly reviews.
We have weekly meeting where we go through all things that were accomplished in previous period and review upcoming weeks tasks.
Right now all tasks that are marked complete will disappear from schedule view and it is not possible to look back to last week.This task “Show completed tasks in Schedule (calendar) view” could also solve this case.
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/33414166-show-completed-tasks-in-schedule-calendar-view -
Dennis (Oresund)
commented
If you know how to code, this is the solution to create your own connector :/
https://github.com/Microsoft/DataConnectors/tree/master/samples/MyGraph
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Dennis (Skymill)
commented
This (used to?) is the steps for a developer to get OData access to the Graph API.
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Dennis (Skymill)
commented
Is this information about permissions needed accurate?
https://docs.microsoft.com/en-us/power-bi/developer/power-bi-permissions -
Dennis (Skymill)
commented
It seems that connecting to MS Graph using PowerBI *used* to be possible in the past.
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Dennis (Skymill)
commented
There's an API-request to fix this in OfficeDev at
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Dennis (Oresund)
commented
Apparently, the permission needed in the current API is Group.Read.All which is an Admin privilige!
(Can be set using Graph Explorer)I don't know the full implication of this, but it sounds very bad to delegate an Admin-permission to plain users just to make them able to use PowerBI with Planner :/