Best App to create a report based on Epic and Child issues

[JiraLearner]

Hi everyone, 

I am trying to test an AddOn to create a report , which will display epics and child issues. And if its possible to export this report in multiple format. Do you guys have any suggestions for which AddOn works best, and it would be great if we can integrate with Confluence somehow.

Thanks

[Hannes Obweger - JXL for Jira · Accepted solution]

Hi @JiraLearner, 

welcome to the community!

If you're open to solutions from the Atlassian Marketplace, I think you might like the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a range of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

This is how it looks in action:

This is really just one of a virtually endless number of possible views and reports; you can also view and edit any other issue fields, configure different conditional formatting rules and sum-up styles, etc. etc.

Of course, you can also export your data to CSV or XSLX (Excel or Google Sheets) in just 2 clicks.

Any questions just let me know,

Best,

Hannes

[JiraLearner]

@Hannes Obweger - JXL for Jira  thanks for the suggestion, is it possible to export to PDF file ?

[Hannes Obweger - JXL for Jira]

Hi @JiraLearner

the easiest would be to export to XSLX first, and then export/print to PDF from e.g. Excel or Google Sheets. 

Best,

Hannes

[JiraLearner]

@Hannes Obweger - JXL for Jira  What if we integrate this JXL table with confluence, and then from confluence we export to PDF ?

[Eduardo · Accepted solution]

To create reports based on Epics and their child issues in Jira, there are several Jira apps (AddOns) available on the Atlassian Marketplace that can help you create detailed reports, export them in multiple formats, and even integrate with Confluence. Here are some of the best options:

1. eazyBI Reports and Charts

• Overview: eazyBI is one of the most powerful reporting apps for Jira. It provides advanced custom reports, charts, and dashboards with drag-and-drop functionality. It allows you to create detailed reports with Epics and their child issues and export them to multiple formats like Excel, PDF, and PNG.
• Features:
  • Custom reports for Epics and child issues (Stories, Subtasks, etc.).
  • Integration with Confluence to embed reports.
  • Support for exporting reports in various formats (PDF, CSV, Excel, PNG).
  • Advanced reporting with pivot tables, charts, and calculations.
  • Visualizes work progress, time spent, and other Jira fields.
• Confluence Integration: Yes, eazyBI reports can be embedded in Confluence pages using macros.
• Export Formats: PDF, Excel, CSV, PNG.
• Marketplace Link: eazyBI Reports and Charts for Jira | Atlassian Marketplace

2. Structure for Jira

• Overview: Structure allows you to create hierarchical views of issues (Epics, Stories, Subtasks, etc.) in Jira. You can use it to create detailed, hierarchical reports based on Epics and their child issues.
• Features:
  • Customizable issue hierarchies (Epics, Stories, Subtasks).
  • Group issues by multiple criteria like sprints, teams, or components.
  • Export to Excel and integrate data into Confluence.
  • Automated or manual structures with filtering and sorting.
• Confluence Integration: Yes, Structure can be integrated into Confluence using macros for real-time reports.
• Export Formats: Excel, PDF (via third-party plugins).
• Marketplace Link: Structure by Tempo - Jira Portfolio Management PPM | Atlassian Marketplace

I think these are the best for powerful analytics and Confluence integration, eazyBI Reports and Charts or Structure for Jira are excellent choices if you want robust functionality, flexibility, and integration with Confluence.

All these apps are available for Jira Cloud, and some are also available for Jira Data Center/Server. You can explore them on the Atlassian Marketplace and test them with free trials to see which one best suits your needs.

[JiraLearner]

@Eduardo  Thanks for the suggestion and details. Would you recommend  BETTER PDF Automation Addon to schedule reports ? I am definitely going to dig eazyBI and Structure for Jira to play around . Which one is your favorite ?

[Andreas Springer {Actonic} · Accepted solution]

Hi @Jiralearner and welcome to the Community!

Another worthwhile solution to look at is our app Report Builder, which allows you to freely create pivot table based reports with any metric you need.

We just released a template for team workload analysis using this method, but that's just one thing you can do with it.

And yes, it supports PDF export. 😉

If you're interested, I'm glad to tell you more about it. Just let me know.

-- Andreas

[Patricia Modispacher (appanvil)]

Love that solution!

[JiraLearner]

@Andreas Springer {Actonic} 

I will double check later today for sure. Are we able to create a report based on epics, which will drilldown from Epics > stories > tasks  > subtasks

Is there a way to schedule the automation on PDF Export ?

[Andreas Springer {Actonic}]

@Jiralearner The hierarchy you are referring to is currently not possible with our report editor. However, we have a coding framework built in that lets you use HTML, CSS and JavaScript to create any report in any design you like. We can help you build exactly what you need if nothing else fits the specific layout you are looking for. Please let me know here or reach out to our support team if this interests you (select the bottom option): https://actonic.atlassian.net/servicedesk/customer/portal/8/group/-1

[Rahul_RVS · Accepted solution]

Hi @JiraLearner 

Welcome to the Atlassian community !!

Pls take a look at 

Issue Hierarchy 

The app shows your issue hierarchy in a tree view created for Epics and child issues. The Issues in the tree can be in multiple projects and the app will pull out each one of them and show you a structured hierarchy. The app has multiple other features which are very useful in project tracking and management. 

(Disclaimer: I work for RVS, the vendor for this app)

[JiraLearner]

@Rahul_RVS  thanks for the recommendation. Is it possible to integrate with confluence and export to PDF ?

[Aron Gombas _Midori_ · Accepted solution]

@JiraLearner It sounds like exporting to PDF is crucial for you. If a reporting apps suggested provides stadard gadgets that can be added to standard Jira dashboards, then you can export Jira dashboard to PDF with our Better PDF Exporter! (export samples)

[Danut M _StonikByte_ · Accepted solution]

Hi @JiraLearner,

An add-on that you should definitely try is our Great Gadgets app. This app offers many macros / gadgets that allow you to create report pages in Confluence or dashboards in Jira for tracking epics based on child issues. Here are some examples:

Work Breakdown Structure macro/gadget - displays the issues from a filter/JQL by their hierarchy Epic > Story > Sub-Tasks along with their status. 

Pivot Table & Pivot Chart macro/gadget - can display the progress of the epics based on child issues by issue count, sum of story points, percentage completion in form of multi-dimensional tables, heat-map tables, or charts of various types. 

Epic Burndown Burnup Chart - can be diplayed by using the Release Burndown Burnup Chart gadget / macro offered by the same app.

If you have any questions, feel free to contact support@stonikbyte.com.

Danut

[JiraLearner]

@Danut M _StonikByte_  thanks for the recommendation. Are we able to export as a PDF File ?

[JiraLearner]

where can i find Pivot Table & Pivot Chart macro/gadget ?

[Danut M _StonikByte_]

Hi JiraLearner,

For the Pivot Table & Pivot Chart gadget to be available, you have to install Great Gadgets app/plugin in your Jira Cloud instance. Once the app is installed, the gadget will become available in the gadgets directory: go to Dashboards > Create or edit an existing dashboard > Add gadget > search for Pivot Table.

The plugin is also available for Confluence Cloud.

if you need any help, please contact support@stonikbyte.com.

Danut

[JiraLearner]

Danut, I have the great gadgets installed but unable to find Pivot Table. I will double check once again

[Danut M _StonikByte_]

Hi JiraLearner,

Make sure that you have the latest app version installed.  Are you on Data Center or Cloud? Jira or Confluence?

Danut.

[Ivan Garcia {Appfire}]

Hi @JiraLearner 

My company provides an app called Dashboard Hub for Confluence, which includes a Progress Tracker gadget to display and track the progress your epics in your dashboards. Additionally, you can create Jira custom charts to track this, as for example, a table adding Epics and Issues. Specific metrics and the entire dashboard can be exported to CSV, XLSX, and PNG.

They can also be embedded into your Confluence pages.

Hope it helps!

Ivan Garcia, Product Marketing Manager at Appfire