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Is it possible to automate exporting jira filters to excel sheet and emailing on scheduled intervels

MahanthPrudhvi

Is it possible to automate exporting jira filters to excel sheets and emailing them on scheduled intervels to selected people

Accepted answers

Vikrant Yadav

Hi @MahanthPrudhvi You can email the filter result using Filter Subscription in JIRA :- https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

If you want to directly import JQL result into excel, then you need run Power Query in excel, in power query put JQL filter API and add fields in excel columns . In order automate this, you need to use Power automate.

Thanks

All comments

Vikrant Yadav

Hi @MahanthPrudhvi You can email the filter result using Filter Subscription in JIRA :- https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

Thanks

MahanthPrudhvi

Hi @Vikrant Yadav thanks for the response, now we are already using the filter subscriptions but we are looking for the reports to be converted into excel and then those excel reports should be automatically mailed to specific emails on scheduled times. May I know the steps in detail.

Roland Traier-Kiss _Midori_

@MahanthPrudhvi

This is a highly sought-after feature for Better Excel Automation users as well. That would be able to deliver exactly what you requested.

Apps and integrations like these would be important for Jira Cloud customers, but unfortunately, Atlassian currently doesn't allow integrations for Automation for Jira Cloud.

If you think this would be a useful feature for your team, please follow these steps to express your needs toward Atlassian:

Please vote (click "thumbs-up") for the feature request here: https://jira.atlassian.com/browse/CLOUD-10966

Please do the same for Midori's Better Excel Automation feature request as well: https://midori.zendesk.com/hc/en-us/articles/229993328-Better-Excel-Automation-for-Jira-Cloud

Vikrant Yadav

Hi @MahanthPrudhvi Sorry for late response.

You can use JQL API in Excel to fetch JQL result in excel :-

For eg :- JQL API :- https://jira.atlassian.com/rest/api/3/search?jql=project%20%3D%20"ABCD"%20AND%20reporter%20%3D%20vikrant-yadav2

Open Excel >> Data >> Data Source from Web >> Paste JQL API url >> Ok >> Power Query windows opens automatically . Now you can parse json in excel columns using steps in below link :-

https://docs.microsoft.com/en-us/power-query/parse-json-xml

https://community.powerbi.com/t5/Desktop/Extracting-value-from-JSON-column-into-a-new-column/td-p/2006271

Once it's done , you only need to refresh connection to update data( jql result) in excel.

You can upload file in one drive and create power automate which refresh file and send excel as to a particular user.

it's very long process i know but it's only one time setup and without plugin it works. If you have plugin mentioned by @Roland Traier-Kiss _Midori_ you can use that one.