Extract data from a Program level report

Gopikrishna Mamidipudi

I have a report with the Report Scope set to "Programs". What is he best way to extract the reported data into a grid and keep the grid current. The report refers to 20+ underlying sheets in the program.

Would it be possible to do this for a report that has multiple sheets in the scope - that is it is not a Programs report?

KlausNoah

The best way to pull data from a program level report is to export it as a CSV or excel file, use data shuttle to automate transfers, or set up data mesh to keep everything synced. Since reports don’t store data, these methods make sure it stays accessible and up to date.

kowal

hi @Gopikrishna Mamidipudi,

It actually does not matter if the Report you are keeping data from many sheets is a Program / Portfolio or Tasks for your team. Report is always just a set of multiple sheets (can be one of course) filtered for the purpose of the business or what needs to be shown.

I do not think there is an option to automatically convert Report data into sheet again. I think if you want to have data from many sheet in one sheet you shall consider cell linking - if the data is to be dynamic and change automatically (like in reports) or create workflows to copy rows from multiple sheets into one sheet but then the data is disconnected.

Hope it helps.

KlausNoah

The best way to pull data from a program level report is to export it as a CSV or excel file, use data shuttle to automate transfers, or set up data mesh to keep everything synced. Since reports don’t store data, these methods make sure it stays accessible and up to date.

kowal

hi @Gopikrishna Mamidipudi,

It actually does not matter if the Report you are keeping data from many sheets is a Program / Portfolio or Tasks for your team. Report is always just a set of multiple sheets (can be one of course) filtered for the purpose of the business or what needs to be shown.

I do not think there is an option to automatically convert Report data into sheet again. I think if you want to have data from many sheet in one sheet you shall consider cell linking - if the data is to be dynamic and change automatically (like in reports) or create workflows to copy rows from multiple sheets into one sheet but then the data is disconnected.

Hope it helps.

Gopikrishna Mamidipudi

Thank you both.