Export Tracker Items

The Export Tracker Items plugin generates a formatted PDF report containing tracker and action items for a project. The plugin is fully cross-platform — it works on Windows, macOS, and Linux and does not require Microsoft Excel or Microsoft Word.

Report File Names and Locations

The plugin looks for a File/Folder Location with a description of "Project Folder" to determine where to save the generated reports. See Project Information Page for information on File/Folder Locations. You can configure a sub-folder name where reports are saved by going to Plugins > Settings > Export Tracker Items. The default sub-folder is Project Management/Issues List.

If a project folder is not configured, a folder selection dialog will appear when you run the export.

The output files are named using the project number:

  • [Project Number] Tracker Items.pdf
  • [Project Number] Tracker Items Internal.pdf (when Generate Internal Report is checked)

Report Format

Reports are generated using clean HTML with embedded CSS styling and rendered to PDF via the embedded Qt WebEngine browser. The report is formatted as a landscape Letter page and contains the following columns:

Column Description
ID Item number
Item Item name
Identified By Person who identified the item
Date Identified When the item was identified
Description Detailed description of the item
Assigned To Person assigned to resolve the item
Priority High (red), Medium (orange), or Low (green)
Status New, Assigned, Resolved, Deferred, or Cancelled
Due Date Target resolution date
Last Update Date of the most recent change
Date Resolved Date the item was resolved
Comments/Resolution All update notes concatenated
Int (Internal report only) Whether the item is marked internal

Filtering Options

The export dialog lets you filter which items appear in the report:

Include Status — check the statuses to include: - New (checked by default) - Assigned (checked by default) - Resolved - Deferred - Cancelled

Include Types — check the item types to include: - Tracker Items (checked by default) - Action Items

Generate Internal Report — includes items marked as internal and adds the Int column.

Email Integration

The plugin can send the report by email immediately after generation. Email delivery requires either Office 365 (Graph API, all platforms) or Microsoft Outlook (Windows with COM automation). See Outlook Integration for setup instructions.

Available email options:

Option Description
Email as Inline HTML The report is pasted directly into the body of the email as formatted HTML.
Email as a PDF attachment The generated PDF is attached to the email.
Email as an HTML attachment The generated HTML file is attached to the email.
Do not email The report is saved only — no email is sent.

The email subject is automatically populated with the Project Number, Project Name, and current date. The project manager specified in Preferences is never included in the recipient list.

Export Options Dialog

When you run the export, a dialog appears with the following options:

Option Description
Display Report when complete Opens the PDF after it is generated.
Generate Internal Report Includes items marked as Internal and adds the Int column to the report.
Generate HTML Report Saves the HTML file to the project folder in addition to the PDF.
Include Status Filter items by status (New, Assigned, Resolved, Deferred, Cancelled).
Include Types Filter by item type (Tracker Items, Action Items).
Email Options Choose how (or whether) to send the report by email.

To export tracker items:

  1. Right-click on the project in the Project List Page.
  2. Choose Export > Tracker Items.
  3. Check Generate Internal Report if you want internal items included.
  4. Check Generate HTML Report if you want to keep the HTML source file.
  5. Check the Include Status items you want on the report.
  6. Check the Include Types you want on the report.
  7. Select an Email Option.
  8. Click OK to generate the report.

Settings

To configure the export sub-folder:

  1. From the Plugins menu, choose Settings > Export Tracker Items.
  2. Enter the sub-folder name relative to the project folder where reports should be saved.
  3. Click OK.