Report for Jira ticket information

Question

The auditors for the company I work for want a report of the JIra tickets worked on for a certain projects. This includes The name of the ticket, the number, the workflow it has gone through, the assignee information, etc.

I have just manually been inputting this into excel with all of the above information just being typed in a row. I was wondering if there was a way to automate this type of report/ make the process easier and more time efficient. I was looking through Jira's existing reports and they seem to be primarily graphical representations of the tickets.

Levente Szabo _Midori_ · Answer

Alternatively, you can use Better Excel Exporter's issue list export or issue history report options that will produce a presentable Excel file with the desired issue details and history information.

Read on for more in this tutorial article or browse sample exports to get an idea of what's possible.

(Please note that Better Excel Exporter is a paid and supported app and I'm part of the team developing it.)

Yuliia_Borivets__SaaSJet_ · Answer

Hi @Benjamin McClure

You can try filters as suggested before. It will provide you with the basic info like assignee, ticket id, summary, etc.

Also, you can check the Issue History for Jira plugin. It allows getting a more flexible report to monitor user activity. So here, you can track any changes to issues, including workflow statuses.

*The app is developed by my team. Let me know if you have any questions.

Walter Buggenhout · Answer

Hi @Benjamin McClure,

There's 2 types of information you seem to be referring to here: a list of tickets and then some of history of those tickets.

To create a list of tickets, just navigate to Filters > Advanced issue search and define a search that matches the tickets you need.

Project = "The audit project"

would return all issues in the project your auditor is interested in.

Project = "The audit project" AND updated >= 2023-01-01 and updated <= 2023-03-31

would return all issues from that same project that were somehow updated between the given dates.

These results can be saved as a filter and exported to Excel, with the columns you want in the result set.

Auditors are usually interested to see if your tool keeps track of all relevant changes that happen to those issues. Ideally, you can prove so by showcasing certain samples. Just include screenshots of your project workflow(s) and show a few samples of the history tab on the issue details. Every change of every field is recorded there and can be shown, even in real time if you have the tool at hand during an audit.

Hope this helps!