Excel-Reports for several projects in 1 mail

Johanna Turecek

Hello!

I am aware of the fact that I can send an e-mail with the report for one project automatically with the project automation rule. But how can I send ONE e-mail with several reports of several projects in several excels? Is it possible? I do not want to make a "abonnement", because I need the reports in an excel  

one e-mail = with several excels of different projects

 

Kind regards, 

Johanna

Earl McCutcheon

Hello @Johanna Turecek ,

To get Jira data into Excell you can use the free Jira Cloud for Excel (official) connector integration tool to pull in the desired data sets using JQL to the excel spreadsheets.

Then for emailing the data back out within the spreadsheets you would want to look into the VBA scripting capabilities in Excel and schedule a reoccurring action to trigger the script on the desired interval.  I found a few tutorials with example scripts for scheduling a script and a script to run the email for you at the links below for help getting started:

• https://www.exceltip.com/mail-send-and-receive-in-vba/mail-one-sheet-using-vba-in-microsoft-excel.html
• https://stackoverflow.com/questions/22771185/how-to-set-recurring-schedule-for-xlsm-file-using-windows-task-scheduler

Regards,
Earl