Portfolio report

[Ehsan.qashqai]

Hi all,

I'm trying to report latest status of projects in Jira. We are keen to have product burn up and sprit burn down (current and the previous one) plus some comments regarding Sprint goal, what was done, what didn't complete, issues and some other information about each project/product by project team. So each project can have one page report. I was thinking to create a global dashboard so all the charts of each project can be created on that but not sure how to create a commentary space on the dashboard to enable project team to put text and information?

so, my impediments are:

- How to have a text box in a dashboard?

-How to extract data from a dashboard with charts and texts into ppt file ( the report should be prepared for many projects in Jira and each project can have one slide)

-What is the best way to run batch reports and save time, if you believe this is not a good way to report projects status.

kind regards,

[Levente Szabo _Midori_ · Accepted solution]

Hi @Ehsan.qashqai ,

As an alternative, you can use the Rich Text Gadget to place custom text on a dashboard.
If you don't insist on PPT, you can use Better PDF Exporter's new feature to export dashboards to PDF.

See an example output here that contains custom text:

Another example with more reporting gadgets:

See more examples here.

The only drawback I see with this approach is automating this report, as integration with Automation for Jira is not possible currently due to limitations in Jira Cloud.

[Ehsan.qashqai]

Hello Levente and thanks for replying to this query. I'll try above and will update you how it goes. I don't have admin access to install that so waiting for approval.

Kind regards,

Ehsan

[Earl McCutcheon · Accepted solution]

Hello @Ehsan.qashqai ,

The Jira Dashboards natively does not have any built in feature for adding comments to the dashboard, with the design intent being to display gadgets containing filtered dynamic data points as a static layout. 

If you want to get a combination of Gadgets and add text in the form of comments Confluence is what you will want to look at, which natively has various Text options for page layout as well as having comments enabled by default and options for inline comments by highliting text, and also has the ability to display your Jira Gadgets in the pages as covered in  "Use gadgets to add dynamic content" .   so this would give you the option to have gadgets comments and custom text layouts.

Next for your Question:

How to extract data from a dashboard with charts and texts into ppt file

There is also no native way to export dashboards to other doc formats so you would want to look into add-ons that have exporting options built in, check out the following List for some options:

• https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=dashboard%20export

However Confluence again does have some export options built in, See "Export content to Word, PDF, HTML and XML" 

However for Confluence to a powerpoint format directy that is not an option as covered in the feature request:

• https://jira.atlassian.com/browse/CONFSERVER-7122

So Exporting to alternate formats that can be used in power point such as PDF or using screenshots to imbed the details would be your option here or again looking into add-ons that extend the native functionality like the following:

• https://marketplace.atlassian.com/search?query=powerpoint+export

Next on your question about batched reporting, I would recomend setting up customized reports in a spreadsheet Either Excel or Google sheets, and we currently have Two Free add-ons that act as connectors to these applications that allow for dynamic Live data or static data pulls directly to the spread sheets giving you access to all the native reporting features in the third party tools with a direct connection to your Jira data, Check out either:

• Jira Cloud for Excel (official)
• Jira Cloud for Google Sheets (Official)

The add-ons enable the ability to do a static data pull using the Apps wizard or Dynamic live data pulls by adding in formulas,  For The Excel app adds the spreadsheet formula =JIRA.JQL()  and the google sheet uses the formula =jira()  using the format:

=jira(“JQL filter”,“comma, seperated, list, of, fields”,<offset as number>,<limit as number>)

And then to bring this all back together with the confluence suggestion above these reports can be embedded in your Confluence pages as well using the processes described in:

• Insert the Google Drive macro
• Insert the Office Excel macro

Hope this info helps.

Regards,
Earl

[Ehsan.qashqai]

Hello Earl and thanks for helping me on this. I'll try above and will update you how it goes.

Kind regards,

Ehsan