Zephyr Scale Server/DC Ideas

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As a user, I can export all reports to excel

Please provide the ability to export all Reports to excel currently you can only print and export some.

  • Cristiano Caetano
  • Jul 6 2020
  • Gathering Interest
  • Attach files
  • Guest commented
    21 Sep, 2021 07:40am

    Please make this feature. For regulated business we need a excel export

  • Niladri Mohapatra commented
    3 Sep, 2021 06:17pm
    Unable to export traceability report to excel. Print option would not help as pdf save is not working
  • Jackie Bain commented
    15 Feb, 2021 02:05pm

    Hi Deita yes it was the traceability reports even if it was possible to save them? The only option is to print. Thanks.

  • Guest commented
    15 Feb, 2021 12:26pm

    Basically no matter what report, it should be possible to export it with at least a custom cooperate identity header. Needed are the traceability reports, the cycle reports, the detailed reports and so on.

  • Admin
    Deita Howard commented
    15 Feb, 2021 12:17pm

    Thanks for the extra detail.

    Which report exports are required for you to be compliant with ISO 9001? Since we have over 70 at the moment, it would be good to understand what you need for this specifically.

  • Guest commented
    15 Feb, 2021 06:52am

    The biggest improvement would be to be able to export at all. We're producing goods and we need to be able to store development related documentation for 30 years and there are norms - e.g. ISO 9001 which we need to fullfill. And this norm requests a compliant document header. Printing to PDF has nothing to do with exporting in professional manner.

  • Admin
    Deita Howard commented
    12 Feb, 2021 05:06pm

    Ah yes Jackie, you're right. Is it specifically the traceability report you want to export data from?

    Oliver - yes, there are some issues with the printing/exporting. A popular idea on here is to enable including additional fields in the export.

    What would be the biggest improvement for you personally?

  • Guest commented
    11 Feb, 2021 02:38pm

    Hi, even if there is the print option, the results are partially paginated. This a terrible option to export stuff. TBH for such a tool the export options are completely useless.

  • Jackie Bain commented
    11 Feb, 2021 02:25pm

    Hi Deita thanks for that. I can see it for some reports.

    It was the Traceability reports I wanted to export to send to a colleague. Seemingly it's a missing feature in Zephyr Scale.

  • Admin
    Deita Howard commented
    11 Feb, 2021 02:18pm

    Hey Jackie,

    You should be able to see this in the top right corner of some of the reports.

    It doesn't exist for all of them. Let me know if this isn't visible and I'll take a look.

  • Jackie Bain commented
    11 Feb, 2021 11:01am

    I don't have the Export to excel option at all but have the print icon

  • +3