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Documents Report in Excel


Level 4
We created a custom form for Documents to track Decisions (the theory is every decision, whether by e-mail or in meeting notes, should have an artifact and thus have a document to go with it and people won't bill time to it, so using up an Issue on it doesn't serve a purpose). The problem is, while my report on various decisions displays correctly in Workfront, I can't export it to Excel. My only option on the Report is "Download" which saves down a zip file of all the documents. I don't care about the documents, I care about the information related to the document. Anyone know how I can export to Excel (or add that option to the report)?

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1 Reply


Level 10
Hi Jason, It's a hack, but for such document based custom data reports, I have highlighted the text on the webpage, then copied and pasted it into Excel; essentially a screen scrape. Alternatively, another option would be to have us create a Magic Report for you, which you could then export to pdf, Word, or Excel. Regards, Doug