{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165222","result":{"data":{"allContentfulHelpCategory":{"edges":[{"node":{"categoryTitle":"Extensions","categoryId":"61000063757"}},{"node":{"categoryTitle":"With Slack","categoryId":"61000080941"}},{"node":{"categoryTitle":"Mobile app","categoryId":"61000080939"}},{"node":{"categoryTitle":"Account & billing","categoryId":"61000080940"}},{"node":{"categoryTitle":"How to guides","categoryId":"61000063760"}},{"node":{"categoryTitle":"Getting started","categoryId":"61000063758"}}]}},"pageContext":{"article":{"id":61000165222,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:45Z","category_id":61000063760,"folder_id":61000098258,"title":"How to download saved searches (reports) as a CSV file","updated_at":"2021-01-04T23:07:51Z","description":"

Using our saved search function, you can export task information from spaces in which you are a member.  Only Premium (paid) teams can export task information as a CSV file.   All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here.

To download your saved search (report):

To learn how to use our quick search, click here.

 To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here.

","description_text":" Using our saved search function, you can export task information from spaces in which you are a member.  Only Premium (paid) teams can export task information as a CSV file.   All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here. To download your saved search (report): Create a saved search.  You can learn how here. Click on the download button in the top right of the saved search. Save the file as you normally would, or open it with a spreadsheet program. To learn how to use our quick search, click here.  To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here. ","seo_data":{"meta_title":"How to download reports (saved searches) ","meta_description":""},"tags":["saved search","download","csv"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},"folderArticles":[{"id":61000165223,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-03-04T01:30:45Z","category_id":61000063760,"folder_id":61000098258,"title":"Saved Searches and Exporting Search Results","updated_at":"2021-01-04T23:07:52Z","description":"

Reports are now known as \"saved searches.\"  You can now search using a keyword and/or filters - including tags - plus have ability to save and download searches. 



Performing and saving keyword searches












Performing and saving advanced searches








How to export your search results


To export your search results, click the download button after you have performed your search.  This will allow you to save your search results as a CSV file on your device.  You can then import the task information into Excel or another spreadsheet program.  

Exporting search results is a feature of Premium (paid) Workast teams.  





For more detailed information on searches, click here







","description_text":" Reports are now known as \"saved searches.\"  You can now search using a keyword and/or filters - including tags - plus have ability to save and download searches.  Performing and saving keyword searches To keyword search, type your keyword(s) in the red search bar at the top of the page.  You must include at least 3 characters in your search. Press enter All open tasks with your keyword in the task title will appear.  Subtasks will also appear if you use the subtask task title - they will not appear if you only use words found in the parent task. You can clear the search field by pressing the X button, or refresh it by pressing the refresh button To save the search, click on the word \"Search\" and enter your search name, then click on \"Save search.\"  Searches cannot be saved without names.   Saved searches will appear in your left hand Workast taskbar.  You are able to change the search parameters, and re-save the task under the same name The saved searches are \"smart\" - if another task is created or updated to fall within your search parameter, your saved search will automatically update to include that task. To delete the saved search, click on the X next to it's name on the left-hand taskbar. Performing and saving advanced searches To perform an advanced search, click on \"Search\" at the top of the page, then select the Task Status filter that you would like to use (default is Open), then use + to add additional search parameters All tasks within your parameters will appear To save the search, click on the word \"Search\" and enter your search name, then click on \"Save search.\"  Searches cannot be saved without names.   Saved searches will appear in your left hand Workast taskbar.  You are able to change the search parameters, and re-save the task under the same name You are also able to add a keyword to your advanced search How to export your search results To export your search results, click the download button after you have performed your search.  This will allow you to save your search results as a CSV file on your device.  You can then import the task information into Excel or another spreadsheet program.   Exporting search results is a feature of Premium (paid) Workast teams.   For more detailed information on searches, click here ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165265,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:56Z","category_id":61000063760,"folder_id":61000098258,"title":"Advanced searches and reports (formerly saved searches)","updated_at":"2021-01-04T23:07:51Z","description":"

Advanced search is a way to help you quickly and easily find the tasks that meet 2 or more criteria.   There are multiple parameters that can be used:

*Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results.  Click here to learn about our plans.** The date filters will act as if they have a timestamp of 11:59 pm that day.  For example, if you choose to filter tasks due before June 30, the filter will show all tasks due before 11:59 pm on June 30th.

How to perform an advanced search

A couple of things to note about filters:

Sorting your search results 

To sort your search results by space, assignee, or due date, click on that column heading once or twice to sort the results in ascending or descending order.  For example, if you want to sort the results by the soonest due date, click on the due date column heading twice.

Saving your report*

Sharing your report*

To share your search with a member of your team:

Downloading your saved report*

You can download your saved report as a CSV file by clicking on the download button.  Your file will either save automatically, or you will get a dialogue, asking you to either open or save the file, depending on your personal browser settings.  

To learn how to do a quick (keyword) search, click here.  

To learn how to send custom task reminders, click here.

*Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results.  Click here to learn about our plans.

","description_text":" Advanced search is a way to help you quickly and easily find the tasks that meet 2 or more criteria.   There are multiple parameters that can be used: Task status (pending, done, any, removed) - pending (open) is a default parameter Assigned to Created by Created (on)** Due** Space List Tag* Completed by  Completed (on)** Follower Summary (the task title - you'll need to enter a keyword) *Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results.  Click here to learn about our plans.** The date filters will act as if they have a timestamp of 11:59 pm that day.  For example, if you choose to filter tasks due before June 30, the filter will show all tasks due before 11:59 pm on June 30th. How to perform an advanced search Click on the plus symbol (+) next to Reports on the left-hand taskbar.  This will open the search screen. The default parameter (or filter) of pending will be set for you.   Click the + button next to \"Add filter\" and select your second search parameter. Once your second parameter has been set, you'll need to choose from a positive result from that filter \"Is,\" a negative result \"Is not,\" or empty \"Is unknown.\"  For example, if you're filtering by assignee, \"Is Barb\" will show tasks assigned to Barb, \"Is not Barb\" will show tasks assigned to everyone but Barb, and \"Is unknown\" will show the tasks that aren't assigned to anyone.   Click \"Apply\" to apply the filter. Once you've selected an additional filter, your search results will begin to populate, showing the task information including the space, the list, the due date, and the assignee. To include subtasks* in your results, check the box next to \"Include Subtasks.\" You can select additional parameters to further refine your results. Your search results will automatically populate, and show the task information, including the space, the list, the due date, and the assignee. A couple of things to note about filters: If you'd like to set a filter to be \"this or that\" click on the + within the filter, and choose additional options.  For example, if I wanted to search for tasks assigned to either Barb or Alvaro, my filter would look like this: Once your results populate, you can click on the headings \"Space,\" \"Assignee\" and \"Due date\" to sort the results. To refresh your search results, click on the refresh icon in the top right-hand corner. To delete a filter, click on the X next to it.  Values in the search filters must be 1 or greater.  A zero in the filter will not populate results. Sorting your search results  To sort your search results by space, assignee, or due date, click on that column heading once or twice to sort the results in ascending or descending order.  For example, if you want to sort the results by the soonest due date, click on the due date column heading twice. Saving your report* To save your search, click on \"New Report\" at the top of the page and rename your search. Next, click on the \"Save report\" button in the top right-hand corner.  Once your report is saved, there will be a shortcut to it in your taskbar. Reports are automatically updated with tasks that meet the search parameters, so they are always up to date.   A Workast Premium (paid) subscription is required to save your reports  Click here to learn about our plans.   Sharing your report* To share your search with a member of your team: Click on the share button (people icon) on the top of the search page. This will open a dialogue box.  Type your team member's name to search for them. When the username appears, click on it to add the user. Search for more users, or click outside the box if you are done. Select \"Share report\" to share a copy of your search with your team member. Your team member will receive a read-only copy of your report. The copy will include the name of the user that created the search  As a reminder, your team member will only see tasks in spaces in which they are a member.  To learn how to add a participant to a space, click here. If the recipient of the shared search wants to make changes to the search, they can select \"Save a copy\" and then adjust the report as needed.  This will not impact the original report.   Downloading your saved report* You can download your saved report as a CSV file by clicking on the download button.  Your file will either save automatically, or you will get a dialogue, asking you to either open or save the file, depending on your personal browser settings.   To learn how to do a quick (keyword) search, click here.   To learn how to send custom task reminders, click here. *Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results.  Click here to learn about our plans. ","seo_data":{"meta_title":"Advanced searches ","meta_description":""},"tags":["search","reports","saved search","filter"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":36,"feedback_count":0},{"id":61000165222,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:45Z","category_id":61000063760,"folder_id":61000098258,"title":"How to download saved searches (reports) as a CSV file","updated_at":"2021-01-04T23:07:51Z","description":"

Using our saved search function, you can export task information from spaces in which you are a member.  Only Premium (paid) teams can export task information as a CSV file.   All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here.

To download your saved search (report):

To learn how to use our quick search, click here.

 To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here.

","description_text":" Using our saved search function, you can export task information from spaces in which you are a member.  Only Premium (paid) teams can export task information as a CSV file.   All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here. To download your saved search (report): Create a saved search.  You can learn how here. Click on the download button in the top right of the saved search. Save the file as you normally would, or open it with a spreadsheet program. To learn how to use our quick search, click here.  To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here. ","seo_data":{"meta_title":"How to download reports (saved searches) ","meta_description":""},"tags":["saved search","download","csv"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000271015,"type":1,"status":1,"agent_id":61001396131,"created_at":"2020-05-07T23:55:11Z","category_id":61000063760,"folder_id":61000098258,"title":"How to save reports","updated_at":"2021-01-04T23:07:50Z","description":"

dsfds

","description_text":" dsfds ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000271016,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-05-07T23:55:34Z","category_id":61000063760,"folder_id":61000098258,"title":"How to download reports to a CSV file*","updated_at":"2021-01-04T23:07:49Z","description":"

To download a report, first you need to save it.  Learn about saving reports here.  

Once your report is saved, click on the download button.  This will either save the file or open an option to open or save the file, depending on your browser file settings.  

To learn how to send custom task reminders, click here. 

* Saving reports is a Premium feature and only available on certain Workast plans.  To learn about our plans, click here.

","description_text":" To download a report, first you need to save it.  Learn about saving reports here.   Once your report is saved, click on the download button.  This will either save the file or open an option to open or save the file, depending on your browser file settings.   To learn how to send custom task reminders, click here.  * Saving reports is a Premium feature and only available on certain Workast plans.  To learn about our plans, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000271017,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-05-07T23:55:50Z","category_id":61000063760,"folder_id":61000098258,"title":"How to use the quick search","updated_at":"2021-01-04T23:07:49Z","description":"

You can use our quick search to use keywords to find tasks and subtasks, as well as lists and spaces.

To use the quick search:

To learn about searches and saved searches, click here.

","description_text":" You can use our quick search to use keywords to find tasks and subtasks, as well as lists and spaces. To use the quick search: Click on the \"Search\" tab in the left-hand taskbar. This will bring up the quick search dialogue. You can click on your saved searches and spaces to open them.  Use the arrow keys to scroll up and down. To search for a task or subtask, enter a keyword(s) from the task summary (task title) or the task ID.  To search for a space, enter a keyword(s) from the space name.   Once you've entered your keyword(s), any spaces or saved searches will populate.  To search for tasks, click on \"Search tasks with...\" or hit \"enter.\"  Once your task populates, click on it to open it.  To learn about searches and saved searches, click here. ","seo_data":{"meta_title":"How to use the quick (keyword) search","meta_description":""},"tags":["search","keyword"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0}],"category":{"id":61000063760,"name":"Step by Step","description":"View our step by step articles on how to use Workast here","created_at":"2020-02-27T22:51:24Z","updated_at":"2020-08-06T19:57:16Z"},"folder":{"id":61000098258,"name":"Detailed Instructions","description":null,"visibility":1,"created_at":"2020-02-28T19:34:01Z","updated_at":"2020-08-06T19:57:18Z"}}}}