Others

How to Export Microsoft Planner Charts for Sharing

Olivia Miller Oct 9, 2026 869 views

Question details

The user wants to export task statistics and charts from Microsoft Planner to share project progress with management and stakeholders.

Product: Microsoft Planner
Device & OS: not provided
Scenario: A team needs to share visual statistics and task charts generated by Microsoft Planner with external stakeholders or management in reports and presentations.
Observed behavior: Microsoft Planner allows users to export raw task data to an Excel spreadsheet, but it currently lacks a direct export option or button for saving visual charts.

Before you start

Ensure you have proper access permissions to the Microsoft Planner board and verify whether your stakeholders require raw data or just visual representations of the project.

Solution 1Recommended

Capture Planner Charts as Images

Since there is no native export feature for charts, taking a screenshot is the quickest and most effective workaround for sharing visuals.

While Microsoft Planner does not have a dedicated 'Export Chart' button, you can easily use your system's built-in screen capture tools to save the visual dashboard and paste it into emails, presentations, or documents.

Navigate to the Charts view

Open your specific plan in Microsoft Planner and click on the 'Charts' tab at the top of the dashboard to view your project statistics.

Use a screenshot tool

Use your operating system's screenshot shortcut (e.g., Snipping Tool/Win+Shift+S on Windows, or Cmd+Shift+4 on Mac) to select and capture the charts.

Save and share

Save the captured image to your local drive or paste it directly into your email, PowerPoint presentation, or report to share with stakeholders.

Quick Sharing: Pasting screenshots directly into a communication tool (like Microsoft Teams or Slack) is the fastest way to give management a quick update on task statuses.

Solution 2

Export Task Data to Excel

Export the raw data from Planner to Microsoft Excel and recreate the charts manually for more customizable reporting.

Solution 3

Submit a Feature Request to Microsoft

Send feedback to Microsoft requesting the addition of a native chart export feature in Planner.

Free Microsoft Office alternative

Create Professional Charts with WPS Office

If you are exporting raw task data from Microsoft Planner and need to create beautiful, customizable charts for stakeholders, WPS Office is the perfect free alternative. It easily opens Planner's exported Excel files and offers powerful data visualization tools.

1. Export Planner data: Use the 'Export plan to Excel' feature in Microsoft Planner to download your task data as an .xlsx file.
2. Open in WPS Spreadsheet: Launch WPS Office and open the downloaded .xlsx file to view your raw task information.
3. Generate charts: Highlight your project data, go to the 'Insert' tab, and select a chart type to instantly visualize your Planner statistics for reporting.

Fully compatible with Microsoft Excel (.xlsx) files exported from Planner.Includes a wide variety of professional chart templates to visualize project data.Free, lightweight, and features a highly familiar user interface for quick adoption.All-in-one suite that lets you insert your charts seamlessly into presentations or documents.

Frequently Asked Questions

Can I export Microsoft Planner charts as a PDF?

Microsoft Planner does not have a native 'Export to PDF' button for charts. To save the charts as a PDF, you must take a screenshot of the dashboard, paste it into a Word or WPS Writer document, and then save that document as a PDF.

Why is the 'Export plan to Excel' option missing?

If you don't see the export option, it may be restricted by your organization's IT administrator. Exporting data can be disabled at the tenant level for security reasons. Contact your Microsoft 365 admin to request access.

Can external stakeholders view my Planner charts if I send them a link?

No, external sharing of live Planner links is restricted. Users must have a valid Microsoft 365 license and be added as a member or guest to the underlying Microsoft 365 Group to view the live plan and its charts.

Does exporting Planner data to Excel update automatically?

No, the exported Excel file is a static snapshot of your tasks at the moment of export. If you make changes in Planner, you will need to perform the export process again to get the latest data.

Office Quick Solutions