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
70 comments
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PD
commented
direct reporting through PowerBI would be excellent (preferable to a two-step Excel/PowerBI export/import)
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CM
commented
Agree 100% - planner has the potential to be widely used, but its these shortcomings that are frustrating user adoption, in my experience at least. An option to save the Charts would be good as well as an option to filter by labels or completed tasks and generate a report based on that. I can see this being an overnight success if these updates were made!
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Edwin Nielsen
commented
An absolute must have and currently a reason my company does not use it.
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Travis
commented
I agree wholeheartedly. Power Query and/or an export to Excel option would be very useful.
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Anonymous
commented
Agree with all previous comments. would be much more usefull.
Regards
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JO
commented
If you could export the dashboard to PDF(s) for a quick hit overview it would be nice, something simple yet visually effective to communicate up with quickly
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Anonymous
commented
Just an export to excel will be useful
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Anonymous
commented
just some quick dashboard with a selection of plans (like favorites) and the ability to have better group/filters like show for user x, show by deadline.
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Anonymous
commented
Power Query connector would answer all my reporting needs.
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Scott Perley
commented
If we could access the planner tasks via PowerQuery, that would alleviate our reporting issues.