Convert Trello boards to reports

Converting Trello boards into reports involves extracting data from your Trello boards (cards, lists, checklists, labels, due dates, comments, members, etc.) and formatting it into a structured document suitable for reporting purposes. Here’s a guide on how to do it manually or using automation:

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Manual Method: Export and Format Data

1. Open the Trello Board

   • Navigate to the board you want to report on.

2. Use the Print and Export Feature

   • Click on the “Show Menu” on the right side.

   • Select “More” > “Print and Export”.

   • Choose “Export as JSON” or copy and paste card content into a document manually.

3. Manually Create a Report

   • Open a spreadsheet or document.

   • Organize content using the following structure:

     • Board Name

     • Lists (To Do, In Progress, Done)

     • Cards

       • Title

       • Description

       • Labels

       • Members

       • Due Dates

       • Checklist Progress

       • Comments

     • Summary Section (e.g., Completed tasks, Overdue cards)

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Using Automation Tools

1. Trello + Google Sheets via Zapier

• Set up a Zap to send Trello card data to Google Sheets in real time.

• Structure columns: Card Title, List, Label, Due Date, Status, Member, etc.

• Generate charts or pivot tables for insights.

2. Use Trello Power-Ups

• Reports by Screenful or Blue Cat Reports allow visual and exportable reporting:

  • Filter by lists, labels, members, and due dates.

  • Export to PDF/Excel.

3. Use Trello API (For Developers)

• Access Trello data programmatically using Trello’s API.

• Generate custom reports in your preferred format (PDF, CSV, etc.).

• Use Python scripts to fetch and structure data:

  python
  CopyEdit
  import requests
  
  url = "https://api.trello.com/1/boards/{id}/cards"
  query = {
      'key': 'YOUR_API_KEY',
      'token': 'YOUR_TOKEN'
  }
  response = requests.get(url, params=query)
  data = response.json()
  for card in data:
      print(f"Card: {card['name']}, Due: {card['due']}, List: {card['idList']}")
  

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Report Sample Template (Based on Trello Board)

Project Report: Website Redesign

• Board Overview:

  • Total Lists: 4 (Backlog, In Progress, Review, Completed)

  • Total Cards: 28

  • Members Involved: 5

  • Report Date: May 19, 2025

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List: In Progress

List: Completed

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Summary:

• Completed Tasks: 14

• Pending Tasks: 9

• Overdue Cards: 2

• Checklist Completion Rate: 78%

• Top Contributor: Alice (6 completed cards)

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Exporting Final Report

• Export your spreadsheet or document to PDF or share it directly via email or collaboration platforms.

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Tips for Effective Trello Reporting

• Use consistent labels and naming conventions.

• Update due dates and checklist items regularly.

• Integrate reporting tools early in project workflows.

• Schedule automated weekly or monthly exports for stakeholders.

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Let me know if you’d like a ready-to-use report template or a script tailored to your Trello board.