Trick 36 - Export of data from Zoho Sprints
Data exporting helps you access your data offline. Zoho Sprints lets you export not just in 1 but in 5 different ways. Keep reading to know all about it in detail.
Instant Export of Work Items
To export work items in a minute or two, just click
and select
Export
. Set your preferences and click
Export
. This instantaneously exports the work item details to your system. You can also schedule this export by setting your recurrence frequency and occurrence.
and select
Export
. Set your preferences and click
Export
. This instantaneously exports the work item details to your system. You can also schedule this export by setting your recurrence frequency and occurrence.
Copy/Paste of Screen
Did you know you can simply copy and paste the contents of your screen to an XLS editor? If you don't, try it right away by using the following shortcuts based on your OS.
For Windows
ctrl+a
- select
ctrl+c
- copy
ctrl+v - paste
ctrl+v - paste
For iOS
cmd+a
- select
cmd+c - copy
cmd+v - paste
cmd+c - copy
cmd+v - paste
This can be done in the
Backlog
,
Board
,
Epic
and
Release
modules.
Instant Export of Reports
Instantly export your reports to your device by clicking
on the upper right corner of your report and choosing the export format. You can export your reports as
PNG/
PDF
.
on the upper right corner of your report and choosing the export format. You can export your reports as
PNG/
PDF
.
Scheduled Export
You can schedule the export of your reports to a later date or time. To do so, go to that specific report, click on the upper right corner and click
Schedule Export
. Set the frequency, date and time and click
Schedule
. Your report will be exported automatically with the set preferences.
Export History
You can not only schedule your exports, but also check the export history. Go to
and click
Export History
. You can also stop and delete currently scheduled report exports.
and click
Export History
. You can also stop and delete currently scheduled report exports.
We hope this information helps you. If you require assistance with any of these, feel free to write to
support@zohosprints.com
. Our team will guide you.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Monisha
Sticky Posts
Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints
Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success. Laura's plan Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team andTip # 3- Working on the Scrum board
Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board. Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint. The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed. The scrum boardTip#2- Leading you to a Sprint
Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based onTip #1- Why swimlanes?
Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do. The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Modular cannot Edit in portals
I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this oneIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theZoho CRM and Books Integration
Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote dependingWhat is the Use Case for Business Messaging when Live Chat already exists?
Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in thePlug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot
Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view completeComo puedo mover un prospecto "Cliente" de modulo
Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"Zoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!Introducing ICR in Zoho CRM: Transform your printed text into digital data
From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businessesMax limit reached on Web Tabs for Zoho Projects
Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partnersCreating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.Article Update Event
I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am IKaizen #187 - Building a Timer and Worklog Widget (Part 1)
Howdy Tech Wizards! Welcome back to a fresh week of Kaizen! This time, we are diving into a two-part series where you will learn how to build a Timer and Worklog Widget for Zoho CRM. This widget helps track active work time and log multitasking sessionsTask Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?Document data extraction and import into CRM.
I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to usZoho CRM Forecast - Exclude certain Deals
We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but ourKaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales teamWhat is VoC "Unique count", counting?
Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.Filter a report for a specific bank and a specific transaction type (interest income)
I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But IAbility to select Vendor Credits when creating Vendor Payments
When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,Sorting Tasks by Start Date
I like using the Tasks tool so far but have one little problem that would help me tremendously. This is my favorite aspect of using Outlook for task management. When I create a task - I give the Start and Due Date. Some tasks are a little longer and may take a few days, while others only take a few minutes. For example, if a task takes 5 hours, and I want to spend 1 hour per day on it. Because of this - knowing the start date is much more important than the due date. The ability to sort by StartSingle payment link for multiple invoices or total due for a customer on Whatsapp.
I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsAppWhatsapp Customer Statement and Outstanding
Customers are asking to whatsapp statement or outstanding report or invoices regularly. Is there a way we can integrate it in Zoho Books. We already have Whatsapp Business API from Interakt and regular Whatsapp API from MessageAutoSender. How can we useOwner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIREShow both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,Adding google reviews
HI , is it possible to add my google reviews to my zoho website ? Thank youDisplay an image in Zoho reports report
I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens. How do i pull it off?Currency fields and decimal places in CRM email templates
Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attachedGST Returns India
1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ??? Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers shouldGetting error "invalid warehouse_id" when trying to update any transaction in Zoho books
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I neverE-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India
We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way BillSubform data to Sheets
I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-dataVoiding of Invoice
What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?Search WorkDrive File Contents from Creator
Good afternoon, I am building out a Creator app where I want to allow users to input search terms from Creator that will return the appropriate files that contain those keywords from their Creator search. Is this possible?execute workflow when a package is create
hji, there is a wey to make a workflow when a package is sended o created ?Adding string / text fields to modules
I'm working on a custom leads module with a layout for call center agents. I need to add text fields that are for display purposes only to prompt call center agents. I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. isLooking to Hire: Zoho Creator Developer for Vendor Dashboard Portal
We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-timeAutomate Zoho Meeting Creation via Blueprint (Leads & Accounts)
I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting viaBCC Dropbox on the Agency Module
Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of trackingSupport for Transparent, Shadowless Panels in Zoho Creator Pages
Hi Zoho Creator Team, Hope you're doing well. We would like to request more design flexibility in Zoho Creator, specifically the ability to create panels with no background, border, or shadow. Use Case: In our app, we’re designing a dashboard that usesDisplay Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easierNext Page