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Projects Module - Report showing raw data in table format


claytonsaid
Contributor
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Is there a way to set and/or schedule a report that shows the chart widget’s data (as seen when viewing the underlying data)?  

I’m aware that you can click on the widget, view the underlying data and export.  But in my case I need to prepare certain reports that show the data in table-style, rather than charts. 

Best answer by Amrit Mishra

@claytonsaid This feature is currently not supported at the report level. Please feel free to log an idea for the same here.

However, you can do this for widgets. You can schedule the widget to send data in a CSV or XLSX file that has all the rows that contribute to the widget’s visual. Please use the options for ‘tabular data’ in the Report Format setting of the Schedule window for the widget for this. Please see the screenshot below.

If your report has a single widget, then you can use this as a workaround. If your report has multiple widgets, then you need to create such schedules for all the widgets individually.

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Amrit Mishra
Community Manager
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  • 130 replies
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  • March 15, 2025

@claytonsaid This feature is currently not supported at the report level. Please feel free to log an idea for the same here.

However, you can do this for widgets. You can schedule the widget to send data in a CSV or XLSX file that has all the rows that contribute to the widget’s visual. Please use the options for ‘tabular data’ in the Report Format setting of the Schedule window for the widget for this. Please see the screenshot below.

If your report has a single widget, then you can use this as a workaround. If your report has multiple widgets, then you need to create such schedules for all the widgets individually.


claytonsaid
Contributor
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  • March 17, 2025

Thank you ​@Amrit Mishra , this is what I was looking for 👍🏻


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