Exporting your data from Trail is a straightforward process, allowing you to gather and analyse your task information with ease. Here's how you can export your data:
Build Your Report: Start by setting up your report with the desired filters to narrow down the task content you want to export.
Click the 'Share' Button: Once your report is configured, navigate to the top right-hand side of the Task Reports page and click the 'Share' button.
Select Download CSV or Download PDF: Choose the format in which you want to export your data - CSV for a spreadsheet-compatible format or PDF for a document-style report.
If Exporting via CSV:
The report will be sent to the email address associated with your Trail account, which is the one used for logging in.
Depending on the size of the report, it may take a minute or two to receive the email.
If you don't see the email in your inbox, be sure to check your spam/junk folder.
If Exporting via PDF:
Before downloading the PDF report, you'll have the opportunity to preview it to ensure it meets your requirements.
You can export up to 10 tasks as a PDF at a time, including all relevant content such as checklists, record logs, and comments.
With these export options, you can effortlessly compile and analyse your completed task data from Trail, enabling you to track your team's progress effectively.
Click here to check out more about exporting tasks.