How do I filter all of the children under an initiative and export them to Excel?

[C-Scott_Blair]

I want to create a report that contains all of the children under an initiative and select the fields to export, e.g. Title, Description, Acceptance Criteria, etc.

[Trudy Claspill · Accepted solution]

Hello @C-Scott_Blair 

Welcome to the community.

Do you want just the direct children of the initiative or also the grandchildren/etc?

Are you working with Jira Cloud or Jira Server/Data Center?

Are you working with Atlassian's roadmap functionality or functionality from another vendor that allowed you to extend the issue hierarchy?

I think you should be able to use a filter like this:

parent = <issue key of initiative>

to get all the direct children of the initiative. You can set the search results output format to List and add/remove the fields you want to include in the output. Then you should be able to select the Export button and select Excel/CSV (current fields).

[C-Scott_Blair]

I am trying to sort both stories and epics with the same component:

project in (   ) AND issuetype = "Epic" AND issuetype = "Story" AND component = "component name"

[Trudy Claspill]

The logic of your filter is wrong.

issueType = "Epic" and issuetype = "Story"

...should instead be

issueType in ("Epic","Story")

However, your filter does not currently include anything that ties any of the selected issues to an Initiative.

We need to know are you working with Jira Cloud or Jira Server/Data Center? If your URL is like https://<something>.atlasssian.net then you are working with Jira Cloud.

Are you working with Atlassian's roadmap functionality or functionality from another vendor that allowed you to extend the issue hierarchy? You may need to ask your Jira Administrator if you don't know the answer.

Providing those answers will enable us to provide you with guidance appropriate to your environment.

[C-Scott_Blair]

Thank you. This worked: 

issueType in ("Epic","Story")