Automation of JIRA export to outlook

[Navna Chawla]

Hi, can you please guide, is there a way to schedule reports from JIRA software to MS outlook without any additional plugin?

[Yuliia Hushcha _Reliex_]

Hi @Navna Chawla 

I think it will be much easier with the plugin. I would recommend ActivityTimeline. ActivityTimeline provides resource planning and availability on a timeline view. You can integrate it with the different external calendars as well as Microsoft Outlook Calendar.

The Reports module allows you to generate Web or Microsoft Excel reports based on the team schedule and see planned workload for teams and individuals.  

If you have any additional questions, please feel free to ask me. We can provide a demo session for you if need it.

[Bill Sheboy]

Hi @Yuliia Hushcha _Reliex_ 

When recommending a marketplace vendor product, please ensure you disclose your affiliation to that vendor in your post wording. For more information about this, please see:

Atlassian Community online guidelines for Marketplace and Solution Partners

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Atlassian-Community-online-guidelines-for-Marketplace-and/ba-p/689723

Kind regards,
Bill

[Bill Sheboy]

Hi @Navna Chawla 

What problem are you trying to solve by doing this?  What type of information / reports do you want to share?  The answers may help the community to offer suggestions.

For example...

Let's say you want to provide a list of issues and progress meeting some criteria.  You could create a saved filter, and allow Jira users to subscribe to it for updates on the schedule of their choice.

Similarly you could create an Automation for Jira rule, with a scheduled trigger, to send information to anyone, Jira users or not.

Kind regards,
Bill

[Navna Chawla]

Thank you Bill. I have a JQL defined for the information I want to share with my team managers but the issue is the report I have to manually export and send it across to them as an attachment.

Also the data more than 1000 records needs to be extracted in patches. So can you share what is the best way to automatically send the export directly to my managers either on monthly basis using JIRA automation rule and also can I also send  data ofconfigured dashboards as well?

[Bill Sheboy]

I do not believe there is anything built-in that will support pulling that many records (i.e., Jira issues) at a time.  There are limits of 50, 100, etc.  issues at a time, depending upon the method you are using, and beyond that requires paging of results.

And, I wonder how useful that information would be for so many issues gathered monthly.  This sounds more like you are performing a migration / synch to another tool rather than reporting to solve some business problem.  If you are trying a migration / synch, consider looking at either the Atlassian Marketplace for such tools or build your own by calling the Jira REST API to pull batches of issues.

I recommend pausing to consider what information the managers want from that much raw data.  For example, what could be summarized on measures like counts, progress, etc.  Then perhaps use that to create dashboards in Jira, which you could periodically communicate as links to others.