I am currently in the midst of building a Kanban board for my company's client-facing team and am looking into ways that we could generate a PDF report of the project's primary dashboard. In a nutshell, what we are hoping to achieve is as follows: * The dashboard widgets shall update every two weeks on Friday at 5:00pm. (These are currently set to update every 15 minutes, so this might already be solved by that setting.) * The dashboard widget data shall be generated into a PDF report. (If possible, we would also like to be able to view/download this report on Jira but not a priority.) * The PDF report shall be sent to a set list of email addresses. (We are not worried about customizing the email contents but would not be against it.) I appreciate any insight that you may bring. As an additional piece of context, I have only been working with Jira for around a month and am fairly confident of my understanding of the terms, but my apologies if I am slow to understand a new concept. Thank you in advance.

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How to Generate and Email Dashboard Reports (PDF) on a Fixed Interval

Nathan Bartlett_pt1447

I am currently in the midst of building a Kanban board for my company's client-facing team and am looking into ways that we could generate a PDF report of the project's primary dashboard.

In a nutshell, what we are hoping to achieve is as follows:

The dashboard widgets shall update every two weeks on Friday at 5:00pm. (These are currently set to update every 15 minutes, so this might already be solved by that setting.)
The dashboard widget data shall be generated into a PDF report. (If possible, we would also like to be able to view/download this report on Jira but not a priority.)
The PDF report shall be sent to a set list of email addresses. (We are not worried about customizing the email contents but would not be against it.)

I appreciate any insight that you may bring. As an additional piece of context, I have only been working with Jira for around a month and am fairly confident of my understanding of the terms, but my apologies if I am slow to understand a new concept.

Thank you in advance.

Accepted answers

Ravi Sagar _Sparxsys_

Hi @Nathan Bartlett

Using eazyBI you can create a dashboard and subscribe to it. It will then send you an email with PDF of the reports. It works really well. eazyBI is a paid app but you can try that.

Natively in Jira you can create filters and subscribe to it, but it won't send you a PDF, just a list of issues.

I hope it helps.

Ravi

All comments

Ravi Sagar _Sparxsys_

Hi @Nathan Bartlett

Using eazyBI you can create a dashboard and subscribe to it. It will then send you an email with PDF of the reports. It works really well. eazyBI is a paid app but you can try that.

Natively in Jira you can create filters and subscribe to it, but it won't send you a PDF, just a list of issues.

I hope it helps.

Ravi

Roberts Čāčus - eazyBI

Hi @Nathan Bartlett

First, thank you @Ravi Sagar _Sparxsys_ for suggesting eazyBI.

eazyBI account users can subscribe to eazyBI dashboards they have access to and receive it as a PDF in their email. Our documentation page has more details regarding that - https://docs.eazybi.com/eazybi/publish-reports/email-subscription.

There are some limitations, though. Currently, users have to subscribe to the dashboard themselves. And only eazyBI (thus Jira users) can subscribe to the dashboards. Meaning, the automatic email can't be sent to just any email.

Let me know if you have any questions.

Best,

Roberts // support@eazybi.com

Nathan Bartlett_pt1447

Hi @Ravi Sagar _Sparxsys_ and @Roberts Čāčus - eazyBI

Thank you both for passing along your suggestions to use easyBI. I will definitely take a look and see if this would be the right fit for what we are needing.

Best,

Nathan

a_l_khan

@Ravi Sagar _Sparxsys_ How to send pdf files of dashboard to number of users as email?

Lets say we to want to send report to managers then how to do that in eazy BI

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