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Export Feature in Zymmr

The Export feature in Zymmr allows you to export work items from the "Search across work items" screen. You can export either filtered items or all items in CSV or Excel format. The exported file is named "Workitems-Export-[YYYY-Mon-DD] [XXXXXX]" and can be found in the downloads directory.

Steps to Use the Export Feature​

  1. Navigate to Export:
    • Go to the "Search across work items" screen.
  2. Apply a Filter (Optional):
    • Apply any necessary filters to narrow down the items you want to export.
    • Example filter: Workflow State equals "Open" AND Project equals "Test".
  3. Choose Items to Export:
    • Select either the filtered items or all items in the current view.
  4. Select Export Format:
    • Choose the format for the export: CSV or Excel.
  5. Choose Time Entry Format:
    • Select how you want to export time entries: in minutes or seconds.
  6. Select Fields to Export:
    • Choose from the following options:
      • Select All: Includes all fields in the export.
      • Select Mandatory: Includes only mandatory fields, such as Project and Key.
      • Unselect All: Clears all field selections.
  7. Export the File:
    • Click on the "Export" button to generate and download the file in the selected format with the chosen fields.

Example Use Case​

  1. Scenario:
    • You need to export all tasks in the "Development" project that are currently marked as "In Progress" to an Excel file, including the fields: Task Name, Status, Assignee, and Due Date.
  2. Steps:
    1. Apply Filter: Project equals "Development" AND Status equals "In Progress".
    2. Choose Items: Select all filtered items.
    3. Select Export Format: Excel.
    4. Choose Time Entry Format: Minutes.
    5. Select Fields: Select the necessary fields (Task Name, Status, Assignee, Due Date).
    6. Export: Click on "Export" to download the file.

Example Exported Data Format​

Projectproject_titleTypetype_titleLogged TimeRemaining TimeEstimate Effort
feeec76784Zymmr SupportBugBugNaNNaNNaN
feeec76784Zymmr SupportBugBugNaNNaNNaN
feeec76784Zymmr SupportBugBugNaNNaNNaN

By following these steps, you can efficiently use the Export feature in Zymmr to create custom CSV or Excel files of your work items based on your specific criteria and field selection.