The Scenario
An engineering director is three days out from a quarterly capacity review. She needs a flat spreadsheet showing every epic on five Kanbanize boards alongside all of its child cards — with columns for current workflow column, the "Sprint" custom field, and the "Story Points" custom field. The data lives entirely in Kanbanize. The report needs to go to leadership as a Google Sheet.
There's no export in Kanbanize that gives you parent-child relationships and custom fields in one flat file. What the platform offers is a board view.
The bad version:
- Export each board's cards as a CSV, open each file, and manually match child cards to their parent by eyeballing the "Parent Card" column.
- Add two new columns — "Sprint" and "Story Points" — by going into each child card in Kanbanize, reading the custom field values, and typing them into the spreadsheet by hand.
- Do this for five boards. When row counts don't match, go back and figure out which card you missed.
This is a report that should take twenty minutes to assemble. The manual version takes most of a day and still ends up with gaps because custom field exports aren't always complete.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're asking for, and through its Kanbanize integration it can traverse card hierarchies and pull custom fields in a single request.
For each parent card ID listed in column A of the "Epic IDs" tab, fetch all child cards from Kanbanize and append rows to the "Capacity Report" tab with columns for parent ID, child card ID, child title, current column, and the "Story Points" custom field value.
What You Get
- One flat row per child card in the "Capacity Report" tab, with the parent card ID preserved in column A so you can filter or pivot by epic.
- The "Story Points" custom field value populated for each child, not just the cards where it happened to appear in the export.
- Any parent IDs where no child cards were found noted in the output, so you know which epics are empty rather than guessing.
What If the Data Is Not Quite Ready
You need a second custom field — "Sprint" — alongside "Story Points"
For each parent card ID in column A of the "Epic IDs" tab, fetch all child cards from Kanbanize and write rows to the "Capacity Report" tab with columns for parent ID, child card ID, child title, current workflow column, the "Sprint" custom field, and the "Story Points" custom field.
The parent card IDs are mixed with empty rows and header text
Read column A of the "Epic IDs" tab and skip any rows that are empty or that contain text matching "Parent Card" or "Epic ID." For all remaining values, treat them as Kanbanize card IDs, fetch their child cards, and append the results to the "Capacity Report" tab.
You need to join data from two different boards into one report
Fetch all child cards for the parent IDs in column A of the "Board 1 Epics" tab from Kanbanize board 12, then fetch all child cards for the parent IDs in column A of the "Board 2 Epics" tab from board 17. Combine the results into the "Capacity Report" tab with a "Source Board" column indicating which board each row came from.
Full cleanup-and-report in one shot
In the "Epic IDs" tab, skip blank rows and any row where column B already says "done." For the remaining parent IDs in column A, fetch all child cards from Kanbanize across boards 12 and 17, filter to only cards in columns named "In Progress" or "Review," and write the results to the "Capacity Report" tab with parent ID, child title, board ID, current column, and the "Story Points" value. Mark column B as "done" for each parent ID that was successfully processed.
That one prompt handles the filtering, the multi-board join, the custom field pull, and the writeback tracking in a single pass.
Try It
Open a Google Sheet with a column of Kanbanize epic or parent card IDs, get the 7-day free trial of SheetXAI, and ask it to flatten the child hierarchy with whatever custom fields your capacity report needs. Related: Bulk-create Kanbanize cards from a sheet. Back to the overview: How to connect Kanbanize to Google Sheets.