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.
400 Bad Request
{
"errors": [
{
"code": "string",
"detail": "string",
"id": "string",
"meta": {},
"title": "string"
}
]
}