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Emailing Dashboard report

ayesha_ca34nl

Team

I would like to have ability to email Dashboard charts to a group if usersautomatically. I know some answers already have suggested to use plugins. Is there a way to achieve this without havign to use any plugins?

Accepted answers

Fabio Racobaldo [Catworkx]

Hi @ayesha ,

try the following plugin https://marketplace.atlassian.com/apps/5167/better-pdf-exporter-for-jira?hosting=cloud&tab=overview

You can achieve higher efficiency in your work by automating PDF document generation and distribution via email.

Hope this helps,

Fabio

All comments

Walter Buggenhout

Hi @ayesha,

For this specific request, the answers suggesting to use apps are correct. Jira has no way out of the box to send email reports containing dashboard gadgets.

Out of the box alternatives that are available:

you can share your dashboard with other people and educate them to view the dashboard itself directly in Jira. This has the big advantage that people get more involved in your system and are always looking at data in real time (which is not the case with emailed reports);
you can create filter subscriptions for the data your dashboard gadgets are based on. But that means you are sending out a list of issues, not the charts you see in your dashboard.

If that is not sufficient, it will be a matter of looking into marketplace apps for now.

ayesha_ca34nl

Thanks for the quick response. I will check.

Ravi Sagar _Sparxsys_

Hi @ayesha

Apart from using apps you can also look at using Confluence Jira macros (if you are using Confluence). You can create a page there with some of the familiar gadgets (not all though). It is not a solution to mail the reports to people but Confluence pages can be exported in PDF and I thought I will might share this information.

Ravi

Fabio Racobaldo [Catworkx]

Hi @ayesha ,

try the following plugin https://marketplace.atlassian.com/apps/5167/better-pdf-exporter-for-jira?hosting=cloud&tab=overview

You can achieve higher efficiency in your work by automating PDF document generation and distribution via email.

Hope this helps,

Fabio

Levente Szabo _Midori_

Hi @ayesha , @Fabio Racobaldo _Catworkx_

Thanks for mentioning Better PDF Exporter, it indeed is the only app to export Jira Cloud dashboards to nicely formatted PDFs.

UPDATE on July 18, 2024

Better PDF Automation is available for Jira Cloud to:

automatically email Jira dashboard
email or attach PDF documents created from Jira issues

Watch this tutorial video to get a better understanding:

Steven Kasischke

Thank you for your input. Does your suggestions also apply if the we are using the Jira Server and not the Cloud?

Fabio Racobaldo [Catworkx]

yes, I can suggest the same approach also for a server instance

Dave_goio7w

@Walter Buggenhout

Just reading your comments above,

is there a way to allow customers to see the Dashboard we created, I've just started to use Better PDF Exporter, when our Customer seen the Dashboard they requested access.

And can you share filter subscriptions with the Customer?

Many thanks in advance

Dave

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