Export Tickets to Excel in the Webapp

Overview

To get started with ticket reports you should first read the fundamentals about Ticket Reports.

Export your tickets to an Excel file to work with the data outside of PlanRadar. Besides the default Excel format provided by PlanRadar out of the box, you can also define custom Excel templates. Read more in Create Excel Templates for Exporting Tickets.

This feature is only available in the Webapp.

Export Tickets to Excel

To export tickets to Excel:

1. Click the more menu under Tickets
2. Click Excel export
   
3. Open the Select filter drop-down
4. Select Current list view or a saved filter e.g. Assigned tickets - read more below.
   
5. Open the Select template drop-down
6. Select an Excel template
   OR use the default Without a template to use the standard Excel template as defined by PlanRadar.
   
7. Click Confirm
   

This works the same way no matter if you are in the Tickets Plan View or Tickets List View. 

You have several options to control which tickets to include in your export. The quick filter Hide Closed Tickets also works in combination.

Saved Filter

Select a saved filter in the export dialog to only include tickets matching its criteria.

In addition to the filter, the selected project, layer and form (or all layers and all forms) will also determine which tickets to include. Read more in View Tickets of a Project, Layer or Form in the Webapp.

Current List View

Instead of a saved filter, choose Current list view (default) in the export dialog above to include all currently visible tickets. Any active search and filter criteria will be applied and tickets currently not visible will not be included.

Select Individual Tickets With Multi-Selection

You can also use the checkboxes on the left side of the ticket list to select tickets that should be included in the export individually.

In this case the filter option is not available in the create report dialog.