How do I export a high volume of Jira issues automaticaly in an Excel reporting ?

Question

Hi there,

I was asked :

- To use JIRA's plan so that the stakeholders can have a quick visual understanding of high-level issues and their dependencies in the planning.

- To generate an automatical export from JIRA Software (9.4) to Excel so that the stakeholders can have access to a full reporting of our company's program.

I had never used these types of functionnalities in Jira before so I'm reading a lot of Atlassian documentation at the moment but I though it might help to ask the community directly.

So, my questions are :

- How would you proceed to generate the automatical export ? Of course I have more than 1000 issues to deal with, and a lot of custom fields to retrieve. I'm not sure It can be done without a pluggin, if so, would you have one to recommend ?

- This one might not be clear, but I'm struggling to picture the schema in my head. From what I've understood :

* - My filtered issues (filter on project and issue types) are my entry point to generate the Excel export 
* - On the other hand, the project is the entry point to the JIRA plan

Could you confirm I got it right ?

Sorry for the dummy questions and many thanks for your help whit this matter :)

Levente Szabo _Midori_ · Answer

@Lucile Cornet

Better Excel Exporter for Jira has been created and optimized specifically to deal with enterprise-level Excel exporting and reporting needs, (meaning a large number of issues) . However, in the case of the on-premise deployment type much will depend on the capacity of your server as well.

Better Excel Exporter has a free automation counterpart as well (Better Excel Automation) that allows you to automatically and periodically send Excel reports via email, save locally or attach to a Jira issue.

Watch this short video about how Excel reporting can be automated >>

The app also comes with many pre-built templates that cover the most typical reporting use cases. You can also customize any template to fit your exact needs or build one from scratch.

Give Better Excel Exporter a try and reach out to our team if you need help exporting your Excel reports from Jira!

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

Hannes Obweger - JXL for Jira · Answer

Hi @Lucile Cornet

welcome to the community!

Just to add to the previous answers, I'm wondering if you even need to export to Excel at all. Jira comes with quite a few reporting capabilities, and there are many dedicated apps available from the Atlassian Marketplace.

To provide a concrete recommendation, if your stakeholders expect spreadsheet/table-based views on your issues, you might like the app the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a range of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting. With these, you can build powerful, interactive reports in just a couple of clicks, like for example this one:

All this happens directly within Jira, so you never have to worry about data getting outdated or mixed up somewhere along the export and post-processing. JXL will load any number of issues in one sheet, so you don't have to worry about low issue limits, either.

As said above, there'll be other tools that can help with this, too. You may already know that you can trial any app for free for 1 month, and depending on the size of your size, it may be free forever. So if an app is an option for your, perhaps try a few and see which works best for you.

Any questions just let me know,

Best,

Hannes

Jack Brickey · Answer

Also, consider how your company works today and try to come up with a solution that leverages the current processes and tools. For example, in a past company, we were heavily leaning on Microsoft PowerBI , and so we integrated directly with that for reporting.