Export most LeanSuite data to Excel or CSV from the module's dashboard, download a single project or submitted checklist as a report, or export your user list. In this article: Issues (formerly Tags), Projects (formerly Kaizen), Ideas (formerly Suggestions), Work Orders (formerly EWO) and Boards (formerly Lean Studio).
Who this is for: Admins, team leaders and anyone who builds reports for leadership.
Before you start:
You need permission to view the module you are exporting from.
Decide what you need. Most dashboard exports include only the rows that match your current filters or saved view, so filter first.
Long text fields, such as descriptions, may be shortened in exports.
Time: 2 minutes.
Export a dashboard list (any module)
Open the module's dashboard, for example Issues, Projects or Ideas.
Apply filters or open a saved view so the list shows only what you need.
Click the export button at the top right of the dashboard. A Save As window opens. It looks different on Windows and Mac.
Choose where to save the file, enter a file name, and click Save.
The button is named differently in each module:
Module | Where | Button | File |
Issues | Issues dashboard, top right | Export Tags. Click the drop-down arrow to its right for Export Assignee, which exports the assignees of the searched issues with their statistics | File on your computer |
Projects | Projects dashboard, top right | Export Kaizen | .csv. Includes the description (up to 400 characters), tools used, attachments and expansions. The due date column is called Revised Due Date |
Ideas | Ideas dashboard, top right | Export Suggestions | File on your computer. Includes a Submitted On column |
Best Practice | Best Practice Dashboard, top right | Excel icon | .csv |
Cost Management | Loss Trees, top right, next to Add New | Excel icon | Excel |
Skill Matrix | Reports in the Skill Matrix menu (sub-sections Competency and Statistics), top right | Two Excel icons. The first exports the User Competencies Report (Original, Current and Required levels of all employees in the facility). The second exports the data of the sub-section you have selected | Excel |
KPIs | Open the KPI and click View KPI | Export to Excel | Excel |
Work Orders, LMS reports | Module dashboard | export button | Excel |
Users | Admin > Users & permissions | Export Users | Excel |
Projects has more exports: a Delay Management Excel export for project timelines, due date extension exports (which include the Revised Due Date Reason and Kaizen Project ID column), and an Excel export on the Projects Team View page.
Export one project as a PDF
Open the project from the Projects dashboard in its detail view.
Click the PDF icon next to the Workflow button.
Choose where to save the file, enter a name, and click Save.
The same toolbar has Present, which builds a PDCA slide deck from the project automatically. Use the arrow keys to move between slides. Branding (logo, fonts, phase colors) is set in the Projects presentation settings. If photos do not appear in Present mode, refresh the page.
A single Best Practice can also be exported as a PDF from its detail view.
Download a submitted checklist report
Go to the Daily Standard Work Overview page.
Choose the activity group (for example My Activities, or Facility Activities if you have permission) and the type of activity.
In the Status Window, click Submitted.
In the far right column, click View Report. A window shows the responses. Use the navigation pane on the right to move between pages.
Click Download report. Photos are not included in the download yet.
You can also open a report from the Kanban board (find the activity in the Done column and open the report from its card). Template owners can see submissions in Lean Creator too: open the template and use the Submissions and Reporting tabs. SOPs can be downloaded or printed from Lean Creator.
What you should see
A file in your downloads folder with the rows that matched your filters, or a PDF of the single item.
Boards and regular reports
Boards (formerly Lean Studio) are designed to be shared live rather than exported. Share the board with your team or leadership so they see live data every time they open it. To work with the numbers in Excel, export from the source module, for example the Projects dashboard or the KPI screen. If you are exporting to build a regular report, consider a board instead. It stays up to date automatically. There is no monthly roll-up report for Daily Standard Work; build one on a board.
Connecting other systems
LeanSuite offers an API for pulling data into other systems, such as a data warehouse or BI tool. Contact your LeanSuite representative for an API key and documentation.
If it does not work
Problem | Likely cause | Fix |
The file has fewer rows than you expected | Filters or a saved view were applied | Clear the filters, or change them, and export again. Only matching rows are exported. |
Descriptions are cut off in the file | Long text fields are shortened in exports | Open the item in LeanSuite for the full text, or export the single item as a PDF. |
The submitted report has no photos | Photos are not included in the download yet | Open the report in LeanSuite and click a photo to view it full size. |
You cannot see the export button | Your role does not have view or export permission for the module | Ask an admin to update your role, then sign out and back in. |
You need a chart from a board as a file | Boards are shared live, not exported | Share the board, or export the data from its source module. |
Related
Build a KPI
Publish and schedule a checklist
Getting started: Admin
Save, pin and share dashboard views (open the article)