Data filtering

Data filtering is a powerful feature of Cross-Board Export that allows you to refine your exports by selecting only the most relevant data. By applying filters, you can customize your export results to meet specific needs, ensuring that you focus on the information that matters most.

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Step 1: Access Cross-Board Export

1. Open your Trello board where the Cross-Board Export is installed.

2. Click on the Cross-Board Export icon located at the top of your board to access the export menu.

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Step 2: Select Boards and Workspaces

1. In the MultiBoard Exporter interface, choose the Trello boards and workspaces from which you want to export data.

2. You can select multiple boards to consolidate your data from different projects.

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Step 3: Open the Data Filtering Options

1. After selecting your boards, navigate to the Data Filtering section within the export setup menu.

2. Here, you can apply various filters to refine your export data.

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Step 4: Set Data Range Filters

1. Date Range: Filter your data by specifying a start and end date. This allows you to export only cards created, updated, or due within a particular time frame, focusing on relevant project periods.

   • Created Date: Export cards based on when they were created.

   • Due Date: Filter cards by their due dates.

   • Last Modified Date: Select cards that were updated within a specific date range.

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Step 5: Filter by Labels

1. Select Specific Labels: Filter your export to include only cards with specific labels, allowing you to focus on particular categories or priorities within your Trello board.

2. Multiple Label Selection: You can select multiple labels to include cards that match any of the chosen criteria.

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Step 6: Filter by Members

1. Assigned Members: Export data for cards assigned to specific team members. This is useful for tracking individual workloads, responsibilities, or performance metrics.

2. Multiple Member Selection: Select one or more members to include cards assigned to any of the selected individuals.

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Step 7: Apply Checklist Filters (Optional)

1. Checklist Completion Status: Filter your export to include cards based on checklist completion status:

   • Completed Checklists: Export only cards with fully completed checklists.

   • Incomplete Checklists: Focus on cards with outstanding tasks for follow-up or review.

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Step 8: Review and Apply Filters

1. After setting your filters, review your selections to ensure they meet your requirements.

2. Click Apply Filters to finalize your settings. Your filtered export will now reflect only the selected criteria.

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Step 9: Proceed with Export

1. Once filters are applied, proceed to choose your export format (CSV, JSON, Excel, Google Sheets, etc.).

2. Click Export to generate your filtered data file.

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Benefits of Data Filtering

• Focused Exports: Target specific data sets relevant to your current needs, reducing clutter and enhancing data clarity.

• Improved Reporting: Create precise reports that highlight key information by filtering out unnecessary data.

• Efficient Data Analysis: Spend less time sifting through irrelevant information and focus on the data that matters most.

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Need Help? If you encounter any issues or need further assistance, please contact our support team at [e-mail].