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Exporting/Downloading Grid Workitems to Excel

This feature is available in all editions.

editions-all.png

Overview

Any data displayed in a grid can be exported to a Microsoft® Excel® spreadsheet that can be further formatted, printed, analyzed, or used in reports or presentations, etc.

The exported file will contain all the data in the columns in the grid, even if the data is spread across several pages.

Steps

  1. Click on the wrench icon in the far right corner of the page, and then select Export.
    GridExport.png

  2. Follow the prompts on your computer to save the file to your hard drive.

    • To export data that is currently displayed in the grid, you can add them following the instructions in Customizing Grids. Note that the grid customization feature is not available in Lifecycle Team Edition.

If you want to export closed work items only, see Exporting Closed Work Items for instructions.

 

Important note on exporting

You may see an error message similar to this: 

Version One Export Message.JPG

this happens because we export in Excel-specific HTML format, but with xls extension, instructing the browser to open results via Excel.
The warning about format mismatch should therefore be ignored. 
To get the exported spreadsheet in native Excel format (xls or xslx), save it from within Excel using desired format.

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