You can use Cirkus Advanced Search to query for Tasks, Bookings and Projects matching certain criteria, and export your results in a csv file format.
This is really useful if you need to extract information about what the team has been working on, and create reports, or import to another system.
Advanced Search is only possible in Pro Workspaces. For more information on upgrade options, visit our pricing page https://cirkus.com/pricing
- Performing your search
- Exporting your results
Performing your search
There are two types of searched in Cirkus - , Quick search, which is on the menu bar (Mac and iOS), or top of the left menu (web), and Advanced Search, which you reach for the Search menu item.
- Quick Search allows you to quickly search for the top matches for tasks, projects or bookings.
From there you can quickly click on each result and jump to that item.
- Advanced Search is for advanced queries and exports.
We will cover that in more detail in the next sections.
When you click on the Search menu item, you come to a new view where you can search for Tasks, Projects and Bookings.
Example 1 - All tasks completed by Ana in the past month
- Click on the Tasks Tab.
- Click on (+) to add your first search criteria
- Then select "Done Date" "between" "start of this month date" and "end of this month date"
- Click on (+) to add your next search criteria
- Select "Assignees" "Contains Any Of" , and from the member selector, chose Ana.
- Hit [Search Now]
Example 2 - All Media related tasks created in August
Click on the Tasks Tab.
Click on (+) to add your first search criteria
Then select "Created Date" "is greater than" "7 days ago date"
Click on (+) to add your next search criteria
Select "Task Template " "Contains Any Of" , and from the Task Template selector, chose the request types.
Hit [Search Now]
Exporting your results
When you have your results in the Mac app you can share them as a csv file using the "Share" option in the toolbar.
In web and iOS select Export to CSV.
When exporting you will be prompted for the separator to use, and if you want to use the data in Microsoft Excel you should select that option, to ensure that the data is formatted correct.