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codebeamer Application Lifecycle Management (ALM)

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Exporting Work Items to Excel using table views

Exporting several Work Items (Requirements, Tasks or Bugs) is very easy, just open the Tracker which contains the items that will be exported, switch to the "list view", and on the "more" menu which contains an "Export to Office" menu this initiates the Excel/Word export wizard.

The menu The export to Office wizard

This export will contain those fields which are available inside the View and only those items which are matching with the current view.

Customizing export content using custom views

The content of the export is by default controlled by the Tracker's configuration, those fields and data of the tracker is being exported which is selected there.

However if you want to export or view the Work Items of a tracker somehow differently, like change which fields are exported or the order of fields then you can create a custom view for the tracker. That is initiated by the clicking on the "New view" link inside the action-menus of the top-right (see screenshot above), and then the dialog appears where you can define the new view of the Tracker.

Defining a new view:

Exporting Work Items to Excel using reports

Reports can also be used to export Work Items (Bugs,Tasks or Requirements) to Excel (and other formats). You must login to see this link. Register now, if you have no user account yet.