Reports automation (Based on filters)

[Tomasz Bis]

Hi,

I have set-up several filters to extract the data that I am interested in.

What I would like to do is to automate a filter to be regularly sent out via email to a certain user.

For instance, when we have a filter set for a particular team(any tickets that team deals with), I would like to automate their workload to be sent to their Team Leader.

So lets say, on each Monday morning an email would be sent to a Team Leader with list of tickets allocated to the team (based on filter that I have created or a queue).

Scenario 2 - would that be possible to automate a csv format file with all SD data created (since very beginning of using Service Desk) to a certain user?

Many Thanks

[Dmitry Astapkovich _Colined_]

Hi @Tomasz Bis , 

You can turn on email subscription for any saved filter:



Here's a bit more info on that: https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

[John Funk]

Hi Tomasz,

Yes you can do this with automation for Jira. Here is some information to get you started. 

There are two types of automation:

• Global: In the Free version, you get 100 executions per product, per month
• Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453

You will need to use #lookupIssues function to get a list for the email.