Data Export
Data Export is a feature in Coheso’s Work Management System (WMS) that allows power users to extract request data into a excel file for analysis. Each request becomes a separate row in the exported excel file, making it easy to sort, filter, and analyze key details in spreadsheet tools.
Accessing the Data Export Panel
To get started, navigate to the Analytics section in the WMS interface and click Data Export in the left sidebar. This will open the Export Requests panel, where you can configure your export options. The Data Export panel lets you choose which requests to include and what information will be in your excel file.
Applying Filters to Refine Data
By default, all requests will be exported if no filters are applied. You can narrow down the data by adding filters before exporting.
In the Export Requests panel, find the Filters section and click Add Filter. A list of available filter criteria will appear (e.g. Board, Status, Assignee, Requestor, Priority, etc.). Select a filter type and choose the values you want to include. For example, you might filter by Board to export requests from a specific project board, or filter by Status to export only closed or open requests. You can add multiple filters to combine criteria.
Each filter you apply will update the panel to show a summary (e.g. the name of the board or status you selected). If you wish to remove a filter, simply clear it or click an “X” next to the filter name.
Selecting Columns to Export
Next, choose which fields (columns) you want to include in the excel file. Under Columns to Export, all available data fields are listed and organized into categories for easy selection. Expand each category to see the individual fields, then check the boxes for the columns you want in your export. The main field categories include:
Core Info - Basic request details (Request ID, Board, Status, Intake Form, Title).
People - Personnel related fields (Requestor, Assignee, Subscribers).
Dates - Date and time stamps (Created on date, Requested due date).
SLA & Resolution - Service-level and outcome details (SLA target, resolution status, resolution time).
Submission Fields - Responses from the intake form used when the request was submitted.
Custom Fields - Any additional custom fields associated with the request.
You can also use a Select All option within a category if you need every field from that group.
Choosing the Submission Fields Format
The Submission Fields category has a option for how to include form responses in your export. You can export all submission form answers as one combined column or as separate columns for each submission field:
One Column: All the intake form responses will appear in a single excel column.
Separate Columns: Each individual submission field from the intake form becomes its own column in the excel file, with the cell values being the answers provided.
In the Data Export panel, use the toggle or setting in the Submission Fields section to choose One column vs. Separate columns for these fields. After switching to separate columns, you’ll be able to select which specific form queries to include (or simply select all). If you leave it as one column, the export will aggregate all the submission data into that single field.
Exporting and Downloading the Excel File
Once you have set your filters and selected the desired columns, you are ready to export. Click the Export button at the bottom of the Export Requests panel. The system will gather the data and a exceil file containing all your request data will download instantly to review or analyze the information. Each selected field will appear as a column in the spreadsheet, and each request will be a row, according to the filters and columns you configured.
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