Exporting Workload Charts

TL;DR

You can export any Workload chart you can access to an Excel (.xlsx) file from the chart’s three-dot menu by selecting Export workload to Excel. Before exporting, you can choose the date range (1–365 days), whether to group data by People or Projects, the zoom level (days/weeks/months), and whether to calculate effort from filtered tasks or all tasks. The export includes effort totals, can include booked effort if enabled, and downloads automatically from a link in the popup. Exports are limited to 10,000 tasks, show effort only in hours, and do not include Backlog Box data.

All regular users can export Workload charts that they have access to. The Workload charts can be exported as an excel (.xlsx) file.

1. Navigate to the relevant Workload chart.
2. Click the three-dot button on the right side of the chart settings panel. 1
3. Click the Export workload to Excel from the dropdown box. 2
4. If necessary, change the parameters of your export in the pop-up that opens:
   1. Click Set dates 3 to select the dates you want to include in the export. You can set the time period from 1 to 365 days.
   2. Under Mode 4 select whether to export data sorted by People or by Projects.
   3. Under View as 5 select the zoom level: days, weeks, or months.
   4. Under Calculate 6 choose whether to include effort from Only filtered tasks or from All tasks. If you have Bookings enabled, the booked effort data will also be included in the export in a separate column.
   5. Click Export. 7
   6. Click the download link that appears on the pop-up at the bottom of the screen. 8

Wrike will automatically download your export file.

The data in the exported file will look differently depending on the mode you selected in the export pop-up:

• Export in People mode:
  • The data in the Type column is grouped by users.
  • For each user, the total effort is calculated separately for each project and then grouped and tallied on a separate line called User total.
  • There may also be a separate line for non-project tasks within the group.

• Export in Projects mode:
  • The data in the Type column is grouped by projects.
  • Within each project, the total effort is calculated separately for each user or job role (Placeholder) assigned to tasks in that project.
  • It's then grouped and tallied on a separate line called Project total.

In both modes, total effort for unassigned tasks is calculated and displayed at the end of the table.