Export to Excel (XLS, XLSX)

Exporting your Trello data to Excel formats (XLS, XLSX) using Cross-Board Export allows you to manage, analyze, and present your data in a familiar spreadsheet format. Excel exports are perfect for detailed reporting, data manipulation, and sharing information with your team.

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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 Cross-Board Export interface, select the Trello boards and workspaces you want to export data from. You can choose multiple boards at once, allowing you to consolidate data from various projects.

2. Use the search or filter options to easily locate and select the boards you need.

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Step 3: Choose Excel Format (XLS or XLSX)

1. In the Export Format section, choose either XLS or XLSX as your preferred format.

   • XLS: Compatible with older versions of Excel (up to Excel 2003).

   • XLSX: Compatible with Excel 2007 and newer versions, offering better performance and more features.

2. Preview the export settings to ensure the correct fields are included.

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Step 4: Customize Your Export

1. Select Fields: Choose the standard Trello fields you want to include in your Excel export, such as card titles, descriptions, due dates, labels, members, and more.

2. Include Custom Fields: Add custom fields to capture specific data tailored to your workflow.

3. Export Checklists: Ensure task-level details are exported by including checklists, providing a comprehensive view of your tasks.

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Step 5: Set Export Options (Optional)

• Data Range: Select a specific date range to filter your data, exporting only what’s most relevant.

• Filter by Labels or Members: Narrow down the export based on specific labels or assigned team members to focus on key areas.

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Step 6: Start the Export

1. After configuring your settings, click the Export button to start the export process.

2. Your Excel file (XLS or XLSX) will be generated, and a confirmation message will notify you once the export is complete.

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Step 7: Download or Receive by Email

• You can download the Excel file directly from the Cross-Board Export interface or have it sent to your configured email address for easy access.

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Tips for Using Excel Exports

• Advanced Data Analysis: Utilize Excel’s powerful functions, formulas, and pivot tables to analyze your Trello data in depth.

• Professional Reporting: Create detailed and visually appealing reports using Excel’s formatting tools, charts, and graphs.

• Collaboration and Sharing: Easily share Excel files with your team or stakeholders, enabling collaborative data review and decision-making.

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