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Automatically export issues

David Arévalo_22lm1g

Hello,

Is it possible to create a rule that exports incidents?

In Jira Automation it is possible to run the rule from time to time and it is possible to select the issues using a filter, but I don't see a way to export the issues.

Do you know a way to do it?

Thank you and greetings.

Accepted answers

Valerie Knapp_dpp5c6

Hi @David Arévalo , welcome to the Atlassian Community and thanks for your question.

You could use filter subscriptions to do something like this, which allow you to program the sending of a list of issues that meet a certain criteria to an email address. Please check out the documentation here - Manage filters | Jira Software Cloud | Atlassian Support.

Cheers

Wasim_1etshw

Hi @David Arévalo ,

You want to export the issues/incidents on the basis of Jira filters.

Atlassian provides an feature related to the similar requirement, you can achieve it through Filter Subscription.

It gets notified to the recipient related to your filters go through the links for more details

Manage filters JQL: Using filters and subscriptions .

Automation rules are not directly providing the export features, you have to use 3rd party plugin to add the external action on the automations like Better Excel Automation for Jira etc.

if this is helpful to you, accept it for others😊.

Best Regards,

Wasim

All comments

Valerie Knapp_dpp5c6

Hi @David Arévalo , welcome to the Atlassian Community and thanks for your question.

Cheers

Wasim_1etshw

Hi @David Arévalo ,

You want to export the issues/incidents on the basis of Jira filters.

Atlassian provides an feature related to the similar requirement, you can achieve it through Filter Subscription.

It gets notified to the recipient related to your filters go through the links for more details

Manage filters JQL: Using filters and subscriptions .

Automation rules are not directly providing the export features, you have to use 3rd party plugin to add the external action on the automations like Better Excel Automation for Jira etc.

if this is helpful to you, accept it for others😊.

Best Regards,

Wasim

David Arévalo_22lm1g

Hi Wasim,

Thank you very much for the answer, unfortunately that plugin only works for Jira Server. However, the filter subscription thing seems interesting to me.

Best Regards!!

David Arévalo_22lm1g

Hello Valerie,

Thank you very much for the response and for the documentation to follow. I will analyze it in detail.

All the best!!

Levente Szabo _Midori_

Hi @David Arévalo

That's actually about to change!

We are hard at work to release a cloud version for both Better PDF Automation and Better Excel Automation apps.

You are in time to get your hands on the first working prototype soon. Anyone who is interested in Jira Cloud PDF automation or Excel automation, please shoot me an email at levente.szabo@midori-global.com so we can let you now as soon as it comes out!

l.kustrzynski

In the Advanced Export application, you have a highly convenient scheduler that enables you to plan the delivery of reports to your email.

You can schedule daily, weekly, monthly or yearly recurrent reports. Exports are generated on the server side, so you don't need to keep your browser open.

The application offers a trial version for testing purposes. If you encounter any problems, feel free to contact our responsive support team at support@kanbanalytics.com.

Advanced Export - new - marketplace 2.jpg

Aron Gombas _Midori_

Update: a few weeks ago we have released the cloud version of the two aforementioned apps:

These two have been the most popular options on the Data Center and Server platforms to implement exporting to Excel or PDF as part of standard Jira Automation rules! And it is possible to do it using Jira Cloud Automation!

The automation apps are completely free for everyone, but they delegate to exporter apps that are free for the 10 user tier only, but even after that they are affordable.

Make sure you give them a try!

(Discl. these apps are developed and supported by our team.)

Brandon A_ Rosadio

Hi @David Arévalo , how did your question go? I was asked to do the same, and I'm just getting back to reading the comments.

I hope you can share with me if you have any further information on how you resolved your question.

Regards

Levente Szabo _Midori_

@Brandon A_ Rosadio Did you give the Better PDF or Excel Automation apps a try? Make sure to also check those out and reach out if you have questions!

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