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.
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:
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!
The Planner Team
Dave Peters commented
Agree with Power BI
Andre Forest commented
PowerBI is the way to go
Could ve very useful for us to have several reports to show to other users or management.
Richard Barkway-Smith commented
Obtaining a "real" reporting function. is a key feature when using planner to help manage the plans.
Support the idea for a Power BI connector and then we are able to define our own reporting easily. That is the best way to help us.
Add a Power BI/Excel Power Query connector!
Benjamin da Silva Moreira commented
I say go for an odata feed! Then reports can be easily created with Power BI or any other tool supporting odata sources.
I understand why you would build Excel export first. But the very next step should be a Power BI connector. PBI is a mainstay reporting tool in the enterprise world and it is part of O365, so why not supporting it natively instead of forcing people to understand an API?
Seriously need a connector from Power BI to Planner tasks, buckets, etc.
It will be great if the reporting could happen within power bi. Currently, the planner app does not contain any options for reporting on all the plans using on report. If the data stored in the planner app could be accessed through Power BI it will open a lot of reporting possibilities and could increase the adoption of the Planner app by more users and organizations. I am very confident that no matter what reports are created within the planner there will always be companies and users that were looking for something different. Making the data available to power bi can solve most of the reporting requirements.
Please make Planner usage available in O365 Admin or via Powershell.
Agree with most of the existing comments.
One amendment I'd make is that it would be useful for Team owners to be able to see all tasks in Planner instances under Teams they own. In other words, don't limit the "all tasks / all assignees" view to managers only. So this would be a view like "My Tasks", but with the ability to select the specific assignees to include in the view.
Today this works partially...only within each Planner instance, and even at that it takes up to 30 minutes after opening Planner for tasks that are not directly assigned to me to appear.
Bill Stone commented
I create single slide status reports
- Project highlights
- high-level timeline (officetimeline.com)
- table of tasks (+/- 1 week)
looking at Power BI
(getting lots of resistance related to Groups creating)
We have build reporting solution so that there is "Planner System" user added into plans which we would like to be part of reporting. Then we build small app into azure which reads all plans with task into document db and on top of that we have build power bi reports / dashboards. We also introduced #tag feature, so that users can add #mytag in any field into Planner and tags are then available for reporting. Easy. Separated API which does not require "system users" would be good. Also more advance progress follow up (now 0,50,100) would be nice for reporting. Also Red Flag functionality would be nice - of course you can use labels for that but it is not most user friendly solution.
Integration with Power BI to do reporting and dashboards.
We use 1 Planner board per project and we want to import Planner task data into Power BI so Managers can view their subordinates' task across multiple projects in their manager dashboards with the rest of their data.
We also want to use it to monitor the limits of planner (250 assigned tasks per user, 1,500 created tasks per user). We create templates per project through the API, that user will easily hit the 1,500 limit and 250 assigned tasks per user may happen within a year. We want to catch those before the hit the limit and unassign completed tasks from users or make a new user for auto-creating tasks.
Any word on if a Planner Report Snapshot is in the MSFT Pipeline and when?
At the least, would LOVE to be able to see a summary of all plans and there high level details. For example: Name of plan, Plan owner, Current Status of Plan. It would be a coup as I have not been able to find (and I've looked) for a an application that can provide this high level overview as well as all the in-plan functionality. Thank you.
Word Doc, Excel or PDF a reporting tool for progress over a time period is very important. I think an excel spreadsheet exporting tool would be amazing, especially if you could customise the contents and set up regular reporting periods.
Managers (VIA AD) should be able to report on their subordinates tasks as well