If you want to download information regarding your board, e.g. all ideas in a certain category or status, you can easily do so with our Excel or CSV export from the admin portal of your board.
To be able to complete the following steps, you’ll need to have an admin account for the desired Viima board. Please contact your Viima super user for access if you don’t already have an account.
In this guide, we will demonstrate:
If you're instead interested in saving your lists before export or scheduling recurring data exports, please refer to our guide on scheduling data reports.
Exporting all ideas from a board
Searching ideas and creating reports
Now, let's see how you can find specific ideas (by searching for idea name, description, ID, or creator name), as well as create a report from that search.
Reports allow you to easily revisit the search later for recurring reporting and exporting needs.
Once you're viewing an existing report, you can also adjust the search criteria and save the report to keep these changes. To do so, click on the "Save" button in the top right corner once you're happy with the new filters.
To export the data matching this report, simply follow the same steps as outlined above.
Using the "Advanced search" feature
For an even more detailed report, you can combine the search field with the "Advanced search" feature.
Exporting other types of data (evaluations, users, activity points)
In addition to idea related data, you can also export evaluation and user data from Viima. For more on these, you can refer to this guide on adding or exporting lists of users, and this one on our evaluation dashboard.
If you'd like to export data other than mentioned in this guide, such as analytics data like cycle times, you can also use our REST API to do that yourself. Connecting Viima with e.g. Microsoft PowerBI takes just a few minutes, and you have access to any and all data that you have in Viima, and can combine that together with other data sources.
For more details on these needs, please contact our support.