GET/projects/api/v3/reporting/precanned/plannedvsactual/tasks.xlsx

Generate plannedvsactual report in XLSX format

Generates a plannedvsactual report in XLSX format containing all tasks for the provided filters. Only the tasks that the logged-in user can access will be returned.

Query Params

  • Name
    updatedBefore
    Type
    string
    Description

    filter by updated before date

  • Name
    updatedAfter
    Type
    string
    Description

    filter by updated after date

  • Name
    today
    Type
    string
    Description

    filter by today

  • Name
    taskFilter
    Type
    string
    Description

    filter by a taskFilter

    Allowed values
    • all
    • anytime
    • completed
    • created
    • overdue
    • today
    • yesterday
    • started
    • tomorrow
    • thisweek
    • within7
    • within14
    • within30
    • within365
    • nodate
    • noduedate
    • nostartdate
    • newTaskDefaults
    • hasDate
  • Name
    startDate
    Type
    string
    Description

    filter on start date

  • Name
    searchTerm
    Type
    string
    Description

    filter by search term

  • Name
    reportType
    Type
    string
    Description

    define the type of the report

    Default
    task
    Allowed values
    • plannedvsactual
    • task
    • tasktime
  • Name
    reportFormat
    Type
    string
    Description

    define the format of the report

    Default
    pdf
    Allowed values
    • html
    • pdf
  • Name
    priority
    Type
    string
    Description

    filter by task priority

  • Name
    orderMode
    Type
    string
    Description

    order mode

    Default
    asc
    Allowed values
    • asc
    • desc
  • Name
    orderBy
    Type
    string
    Description

    order by

    Default
    duedate
    Allowed values
    • startdate
    • createdat
    • priority
    • project
    • flattenedtasklist
    • company
    • manual
    • active
    • completedat
    • duestartdate
    • alldates
    • tasklistname
    • tasklistdisplayorder
    • tasklistid
    • duedate
    • updatedat
    • taskname
    • createdby
    • completedby
    • assignedto
    • taskstatus
    • taskduedate
    • customfield
    • estimatedtime
    • boardcolumn
    • taskgroupid
    • taskgroupname
    • taskgroup
    • displayorder
    • projectmanual
    • stagedisplayorder
    • stage
  • Name
    notCompletedBefore
    Type
    string
    Description

    filter by projects that have not been completed before the given date

  • Name
    endDate
    Type
    string
    Description

    filter on end date

  • Name
    dueBefore
    Type
    string
    Description

    filter before a due date

  • Name
    dueAfter
    Type
    string
    Description

    filter after a due date

  • Name
    deletedAfter
    Type
    string
    Description

    filter on deleted after date

  • Name
    createdFilter
    Type
    string
    Description

    filter by created filter

    Allowed values
    • anytime
    • today
    • yesterday
    • custom
  • Name
    createdDateCode
    Type
    string
    Description

    filter by created date code

  • Name
    createdBefore
    Type
    string
    Description

    filter by created before date

  • Name
    createdAfter
    Type
    string
    Description

    filter by created after date

  • Name
    completedBefore
    Type
    string
    Description

    filter by completed before date

  • Name
    completedAfter
    Type
    string
    Description

    filter by completed after date

  • Name
    updatedByUserId
    Type
    integer
    Description

    filter by updated user id

  • Name
    parentTaskId
    Type
    integer
    Description

    filter by parent task ids

  • Name
    pageSize
    Type
    integer
    Description

    number of items in a page

    Default
    50
  • Name
    page
    Type
    integer
    Description

    page number

    Default
    1
  • Name
    orderByCustomFieldId
    Type
    integer
    Description

    order by custom field id when orderBy is equal to customfield

  • Name
    includeTaskId
    Type
    integer
    Description

    include task id

  • Name
    filterId
    Type
    integer
    Description

    provide a user saved filter ID

  • Name
    completedByUserId
    Type
    integer
    Description

    filter by completed user id

  • Name
    useTaskDateRange
    Type
    boolean
    Description

    use daterange logic from table when getting the tasks

    Default
    false
  • Name
    useStartDatesForTodaysTasks
    Type
    boolean
    Description

    use start dates for todays tasks

  • Name
    useFormulaFields
    Type
    boolean
    Description

    use formula fields

  • Name
    useAllProjects
    Type
    boolean
    Description

    filter on all projects

  • Name
    sortActiveFirst
    Type
    boolean
    Description

    sort active tasks first

    Default
    false
  • Name
    skipCounts
    Type
    boolean
    Description

    SkipCounts allows you to skip doing counts on a list API endpoint for performance reasons.

  • Name
    showDeleted
    Type
    boolean
    Description

    include deleted items

    Default
    false
  • Name
    showCompletedLists
    Type
    boolean
    Description

    include tasks from completed lists

  • Name
    searchCompaniesTeams
    Type
    boolean
    Description

    include companies and teams in the search term

  • Name
    searchAssignees
    Type
    boolean
    Description

    include assignees in the search

  • Name
    onlyUntaggedTasks
    Type
    boolean
    Description

    only untagged tasks

  • Name
    onlyUnplanned
    Type
    boolean
    Description

    only return tasks that are unplanned. Not assigned, no due date or missing estimated time.

    Default
    false
  • Name
    onlyTasksWithUnreadComments
    Type
    boolean
    Description

    filter by only tasks with unread comments

  • Name
    onlyTasksWithTickets
    Type
    boolean
    Description

    filter by only tasks with tickets

  • Name
    onlyTasksWithEstimatedTime
    Type
    boolean
    Description

    only return tasks with estimated time

  • Name
    onlyStarredProjects
    Type
    boolean
    Description

    filter by starred projects only

  • Name
    onlyAdminProjects
    Type
    boolean
    Description

    only include tasks from projects where the user is strictly a project admin. site admins have visibility to all projects.

  • Name
    nestSubTasks
    Type
    boolean
    Description

    nest sub tasks

  • Name
    matchAllTags
    Type
    boolean
    Description

    match all tags

  • Name
    matchAllProjectTags
    Type
    boolean
    Description

    match all project tags

  • Name
    matchAllExcludedTags
    Type
    boolean
    Description

    match all exclude tags

  • Name
    isReportDownload
    Type
    boolean
    Description

    generate a report export.

    Default
    false
  • Name
    includeUpdate
    Type
    boolean
    Description

    include tasks latest update action

  • Name
    includeUntaggedTasks
    Type
    boolean
    Description

    include untagged tasks

  • Name
    includeTomorrow
    Type
    boolean
    Description

    filter by include tomorrow

  • Name
    includeToday
    Type
    boolean
    Description

    filter by include today

  • Name
    includeTeamUserIds
    Type
    boolean
    Description

    include members of the given teams

  • Name
    includeTasksWithoutDueDates
    Type
    boolean
    Description

    include tasks without due dates

  • Name
    includeTasksWithCards
    Type
    boolean
    Description

    include tasks with cards

    Default
    true
  • Name
    includeTasksFromDeletedLists
    Type
    boolean
    Description

    include tasks from deleted lists

  • Name
    includeTasksCount
    Type
    boolean
    Description

    include total count of tasks for given filter

    Default
    false
  • Name
    includeRelatedTasks
    Type
    boolean
    Description

    include ids of active subtasks, dependencies, predecessors

  • Name
    includePrivateItems
    Type
    boolean
    Description

    include private items

  • Name
    includeOverdueTasks
    Type
    boolean
    Description

    include overdue tasks

  • Name
    includeOriginalDueDate
    Type
    boolean
    Description

    include original due date of a task

  • Name
    includeCustomFields
    Type
    boolean
    Description

    include custom fields

    Default
    false
  • Name
    includeCompletedTasks
    Type
    boolean
    Description

    include completed tasks

  • Name
    includeCompletedPredecessors
    Type
    boolean
    Description

    include ids of completed predecessors. It must be provided with includeRelatedTasks flag or with the predecessors sideload.

  • Name
    includeCompanyUserIds
    Type
    boolean
    Description

    include members of the given companies

  • Name
    includeCommentStats
    Type
    boolean
    Description

    include number of unread and read comments for each task

    Default
    false
  • Name
    includeBlocked
    Type
    boolean
    Description

    filter by include blocked

  • Name
    includeAttachmentCommentStats
    Type
    boolean
    Description

    include number of unread and read comments for each file attachment

    Default
    false
  • Name
    includeAssigneeTeams
    Type
    boolean
    Description

    include teams related to the responsible user ids

  • Name
    includeAssigneeCompanies
    Type
    boolean
    Description

    include companies related to the responsible user ids

  • Name
    includeArchivedProjects
    Type
    boolean
    Description

    include archived projects

  • Name
    includeAllComments
    Type
    boolean
    Description

    include all comments

  • Name
    groupByTasklist
    Type
    boolean
    Description

    group by tasklist

  • Name
    groupByTaskgroup
    Type
    boolean
    Description

    group by taskgroup

  • Name
    getSubTasks
    Type
    boolean
    Description

    get sub tasks

  • Name
    getFiles
    Type
    boolean
    Description

    get files

  • Name
    fallbackToMilestoneDueDate
    Type
    boolean
    Description

    set due date as milestone due date if due date is null and there's a related milestone

  • Name
    extractTemplateRoleName
    Type
    boolean
    Description

    For tasks created in a project template it's possible to assign a role instead of people, companies or teams. This role is then stored with the task name as a prefix. When this flag is enabled it will extract the role name and return it inside a special field.

  • Name
    excludeAssigneeNotOnProjectTeams
    Type
    boolean
    Description

    exclude assignee not on project teams

  • Name
    completedOnly
    Type
    boolean
    Description

    only completed tasks

    Default
    false
  • Name
    checkForReminders
    Type
    boolean
    Description

    check if task has reminders

  • Name
    allowAssigneesOutsideProject
    Type
    boolean
    Description

    when filtering by assigned or unassagned tasks, include assignees that are not in the project.

    Default
    true
  • Name
    tasksSelectedColumns
    Type
    array[string]
    Description

    customise the report by selecting columns to be displayed for tasks report

    Format
    Comma separated values
  • Name
    tasklistIds
    Type
    array[integer]
    Description

    filter by tasklist ids

    Format
    Comma separated values
  • Name
    taskgroupIds
    Type
    array[integer]
    Description

    filter by taskgroup ids

    Format
    Comma separated values
  • Name
    taskIncludedSet
    Type
    array[string]
    Description

    filter by task included set

    Format
    Comma separated values
    Allowed values
    • overdue
    • nodate
    • nostartdate
    • noduedate
    • nostartwithfutureduedate
    • taskListNames
    • projectNames
  • Name
    tags
    Type
    array[string]
    Description

    filter by tag values

    Format
    Comma separated values
  • Name
    tagIds
    Type
    array[integer]
    Description

    filter by tag ids

    Format
    Comma separated values
  • Name
    status
    Type
    array[string]
    Description

    filter by list of task status

    Format
    Comma separated values
    Allowed values
    • upcoming
    • late
    • all
  • Name
    skipCRMDealIds
    Type
    array[integer]
    Description

    skip crm deal ids

    Format
    Comma separated values
  • Name
    selectedColumns
    Type
    array[string]
    Description

    customise the report by selecting columns to be displayed for planned vs actual.

    Format
    Comma separated values
  • Name
    responsiblePartyIds
    Type
    array[integer]
    Description

    filter by responsible party ids

    Format
    Comma separated values
  • Name
    projectTagIds
    Type
    array[integer]
    Description

    filter by project tag ids

    Format
    Comma separated values
  • Name
    projectStatuses
    Type
    array[string]
    Description

    filter by project status

    Format
    Comma separated values
    Allowed values
    • active
    • current
    • late
    • upcoming
    • completed
    • deleted
  • Name
    projectOwnerIds
    Type
    array[integer]
    Description

    filter by project owner ids

    Format
    Comma separated values
  • Name
    projectIds
    Type
    array[integer]
    Description

    filter by project ids

    Format
    Comma separated values
  • Name
    projectHealths
    Type
    array[integer]
    Description

    filter by project healths

    0: not set 1: bad 2: ok 3: good

    Format
    Comma separated values
    Allowed values
    • 0
    • 1
    • 2
    • 3
  • Name
    projectFeaturesEnabled
    Type
    array[string]
    Description

    filter by projects that have features enabled

    Format
    Comma separated values
    Allowed values
    • list
    • board
    • gantt
    • table
    • dashboard
    • milestones
    • messages
    • files
    • time
    • notebooks
    • risks
    • links
    • billing
    • comments
    • people
    • settings
  • Name
    projectCompanyIds
    Type
    array[integer]
    Description

    filter by company ids

    Format
    Comma separated values
  • Name
    projectCategoryIds
    Type
    array[integer]
    Description

    filter by project category ids

    Format
    Comma separated values
  • Name
    includeCustomFieldIds
    Type
    array[integer]
    Description

    include specific custom fields

    Format
    Comma separated values
  • Name
    include
    Type
    array[string]
    Description

    include

    Format
    Comma separated values
    Allowed values
    • projects
    • projects.companies
    • projects.categories
    • tasklists
    • parentTasks
    • companies
    • teams
    • users
    • milestones
    • comments
    • comments.users
    • tags
    • cards
    • cards.columns
    • timeTotals
    • taskSequences
    • commentFollowers
    • changeFollowers
    • lockdowns
    • lockdowns.users
    • lockdowns.companies
    • lockdowns.teams
    • lockdowns.users.companies
    • lockdowns.companies.users
    • lockdowns.teams.users
    • attachments
    • attachments.users
    • subtaskStats
    • timers
    • predecessors
    • permissions
  • Name
    ids
    Type
    array[integer]
    Description

    filter by task ids

    Format
    Comma separated values
  • Name
    followedByUserIds
    Type
    array[integer]
    Description

    filter by followed by user ids

    Format
    Comma separated values
  • Name
    filterBoardColumnIds
    Type
    array[integer]
    Description

    filter by board column ids

    Format
    Comma separated values
  • Name
    fields[users]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • firstName
    • lastName
    • title
    • email
    • companyId
    • company
    • isAdmin
    • isClientUser
    • isServiceAccount
    • type
    • deleted
    • avatarUrl
    • lengthOfDay
    • workingHoursId
    • workingHour
    • userRate
    • userCost
    • canAddProjects
  • Name
    fields[timers]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • userId
    • taskId
    • projectId
    • description
    • running
    • billable
    • deleted
    • dateCreated
    • dateDeleted
    • duration
    • lastStartedAt
    • serverTime
    • intervals
  • Name
    fields[teams]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • teamLogo
    • teamLogoIcon
    • teamLogoColor
  • Name
    fields[tasks]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • dateUpdated
    • parentTaskId
    • isPrivate
    • status
    • tasklistId
    • startDate
    • dueDate
  • Name
    fields[tasklists]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • projectId
    • milestoneId
  • Name
    fields[taskgroups]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • description
    • displayOrder
    • projectId
    • status
  • Name
    fields[taskSequences]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • installationId
    • frequency
    • selectedWeekDays
    • endDate
    • monthlyRepeatType
    • duration
    • rrule
  • Name
    fields[tags]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • color
    • count
  • Name
    fields[projects]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
  • Name
    fields[milestones]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • description
    • deadline
    • completed
    • projectId
    • createdOn
    • lastChangedOn
    • creatorUserId
    • reminder
    • private
    • lockdownId
    • status
    • completedOn
    • completerId
    • percentageComplete
  • Name
    fields[lockdowns]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • userID
    • updatedAt
    • itemType
    • itemID
    • grantAccessTo
  • Name
    fields[groups]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • late
    • today
    • tomorrow
    • later-this-week
    • next-week
    • later
    • no-due-date
  • Name
    fields[files]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • isPrivate
    • latestFileVersionNo
    • versionId
    • status
    • description
    • lockdownId
    • tagIds
    • changeFollowers
    • commentFollowers
    • originalName
    • displayName
    • isLocked
    • lockedByUserId
    • lockedDate
    • size
    • uploadedDate
    • uploadedByUserID
    • updatedAt
    • deletedAt
    • deletedBy
    • fileSource
    • projectId
    • numLikes
    • reactions
    • versions
    • downloadURL
    • previewURL
    • thumbURL
    • relatedItems
    • commentsCount
    • commentsCountRead
    • categoryId
  • Name
    fields[customfields]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • projectId
    • entity
    • name
    • description
    • type
    • options
    • visibilities
    • isPrivate
    • required
    • createdAt
    • createdByUserId
    • updatedAt
    • updatedByUserId
    • deleted
    • deletedAt
    • deletedByUserId
  • Name
    fields[customfieldTasks]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • customfieldId
    • value
    • createdAt
    • createdBy
  • Name
    fields[companies]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • logoUploadedToServer
    • logoImage
  • Name
    fields[comments]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • objectType
    • objectId
    • title
  • Name
    fields[columns]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • name
    • color
    • displayOrder
    • createdAt
    • updatedAt
    • settings
    • sort
    • sortOrder
    • deletedAt
    • project
    • hasTriggers
    • deleted
    • stats
    • defaultTasklist
  • Name
    fields[cards]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • id
    • displayOrder
    • archived
    • archivedAt
    • archivedBy
    • createdAt
    • createBy
    • updatedAt
    • visible
    • status
    • deleteBy
    • deletedAt
  • Name
    fields[ProjectPermissions]
    Type
    array[string]
    Description
    Format
    Comma separated values
    Allowed values
    • viewMessagesAndFiles
    • viewTasksAndMilestones
    • viewTime
    • viewNotebooks
    • viewRiskRegister
    • viewEstimatedTime
    • viewInvoices
    • addTasks
    • addRisks
    • manageCustomFields
    • addExpenses
    • editAllTasks
    • addMilestones
    • addTaskLists
    • addMessages
    • addFiles
    • addTime
    • addNotebooks
    • viewLinks
    • addLinks
    • canViewForms
    • addForms
    • viewAllTimeLogs
    • setPrivacy
    • projectAdministrator
    • viewProjectUpdate
    • addProjectUpdate
    • canViewProjectMembers
    • canViewProjectBudget
    • canManageProjectBudget
    • canViewRates
    • canManageRates
    • canViewSchedule
    • canManageSchedule
    • receiveEmailNotifications
    • isObserving
    • isArchived
    • active
    • canAccess
    • inOwnerCompany
    • canManagePeople
    • canViewProjectTemplates
    • canManageProjectTemplates
  • Name
    expandedIds
    Type
    array[integer]
    Description

    the ids of the expanded tasks

    Format
    Comma separated values
  • Name
    excludeTagIds
    Type
    array[integer]
    Description

    filter by excluded tag ids

    Format
    Comma separated values
  • Name
    crmDealIds
    Type
    array[integer]
    Description

    filter by crm deal ids

    Format
    Comma separated values
  • Name
    createdByUserIds
    Type
    array[integer]
    Description

    filter by creator user ids

    Format
    Comma separated values
  • Name
    assigneeTeamIds
    Type
    array[integer]
    Description

    filter by assignee team ids

    Format
    Comma separated values
  • Name
    assigneeCompanyIds
    Type
    array[integer]
    Description

    filter by assignee company ids

    Format
    Comma separated values
  • Name
    CustomFields
    Type
    array[string]
    Description

    filter by custom fields

    Format
    Comma separated values

Responses

  • Code
    200
    Description
    200 OK No Data
  • Code
    400
    Type
    object
    Schema
    Description
    400 Bad Request
    ErrorResponse defines how []Error should be marshaled to JSON.

Examples

400 Bad Request

ErrorResponse
{
  "errors": [
    {
      "code": "string",
      "detail": "string",
      "id": "string",
      "meta": {},
      "title": "string"
    }
  ]
}
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