Sending the report monthly

Никита Иванков

Hi there,
the original task is:

1)We have the dynamic list of projects and projects details which looks like:
-project1 name, list of assignees, list of statuses;
-project2 name, list of assignees, list of statuses;
-project3 name, list of assignees, list of statuses;
...

2)We have to create a report with statistics for each project, that report must consists of:
-the number of issues which status is in the list of statuses(per project);
-the number of issues which were assigned on someone from the list of assignees last month(per project);
-the number of issues which were closed by someone from assignees list last month(per project); 

3)The list  of projects and details may be changed and we have to provide the ability to change for original reporter.

4)The report must be in excel and must be sent to reporter monthly.

How this task may be completed?

I have only Script Runner plugin which more or less suits for this...
It's not the problem to write a groovy script to figure out the numbers per each project and send it to reporter, But the main question - how to provide the reporter with the ability to change the initial list?

I thought about dynamic forms(functionality available in scriptrunner) but it's not suitable because we don't know the amount of projects in that list and we can't fill in the fields into form dynamically.

So it seems to me that the ways to do the task is to store the list:
-hard-coded - in this case we will be able to change the list by reporter request,
-as a file - provide the reporter ability to change the file(store the file in bitbucket and change the rights in a way when the reporter can commit the file directly in web).

Am I missing something? Is any other way to do this?
Thank you

Katerina Kovriga {Stiltsoft}

Hi @Никита Иванков ,

We suggest using the Table Filter and Charts for Confluence app.

No matter what table you use as a dynamic combined report for your projects (Jira Issues macro, Page Properties Report or just a plain manually updated table - couldn't get it from the question), the second step is to aggregate your data. Our app provides two suitable macros: Table Filter and Pivot Table. They are very intuitive and remind of Excel - just wrap your report into their body and filter your data, count totals, create pivots, etc.

What concerns your third point - our app works with the dynamic macros (such as Jira Issues macro, Page Properties Report, etc.) well, so if you set a pivot, for example, its data will be changing according to the source macro.

The fourth step is to export your results - our macros allow you to export filtered/aggregated data to pdf, Word and CSV. The latter format will suit your task perfectly.

And the last question that hints you use the Page Properties Report macro and need to change the project statuses on the fly - here is a short blog post how to perform this operation with the Handy Macros for Confluence.

If you need more details on the app behavior, feel free to answer.