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What executive level reporting is possible with jira and/or Rovo?

Eric Santiago_qax99e

I need to create reports in PowerPoint, or word, and/or email from our jira program boards and jira plans. What native capabilities does jira and rovo have to support that?

Currently, I export jira search results to csv files and then manually crest PowerPoint summary slides or I export and upload to Microsoft copilot.

Accepted answers

John Funk

Hi Eric,

It really starts with adequately defining what you want to see upfront with as much details as possible. I run into a lot of execs who just want something and want me to tell them what they need based on what's in the system. That's the cart before the horse. Really define what would be helpful to know to help you make decisions better. If that info is not in the system already, then work on getting it added first. On the flip side, never add fields and requirements for data gathering that you are not going to use in some way for reporting that leads to better decisions.

Rustem Shiriiazdanov _Actonic_

Hi @Eric Santiago

Essentially with ROVO you can create a variety of outputs including the slide decks Create AI-generated slides with Rovo | Confluence Cloud | Atlassian Support - and even make them match your corporate colors, style etc. You can try it for for your reports, just ask ROVO prepare various materalis and check the quality (never trust AI on data transformation!).

As John mentioned, however, it would be better set the requirements first, and then check what Jira can deliver. I would say almsot anything is possible if you'd use automation and ROVO, but the answer here is the more narrow, the more specific is the question, unfortuantely.

All comments

Sebastian Krzewiński

Hi @Eric Santiago

Did you try to ask Rovo or explain what you need to Rovo? If all data comes from Jira/Confluence Rovo will handle it.

Regards,

Seba

John Funk

Hi Eric,

Rustem Shiriiazdanov _Actonic_

Hi @Eric Santiago

Eric Santiago_qax99e

Yes thanks, I'm going to keep working with Rovo by working on my request and details of my request now that I've read responses from @Rustem Shiriiazdanov _Actonic_ and @John Funk . Thank you gents!

Eric Santiago_qax99e

Thanks John. I am working on that now.

Eric Santiago_qax99e

Thank you very much for the link! I am going to dive into this right now thanks to you. HAGD.

John Funk

You are very welcome - and best of luck!

Josh

Hi Eric, to add some concrete native options for the "report, not CSV" part of your question:

Email on a schedule: save the JQL behind your program view as a filter, then use Filter → Subscribe to email the results to leadership weekly. It's basic, but it's zero maintenance.
A formatted email via Automation: Scheduled trigger → Lookup work items (your JQL) → Send email, with a list built from {{#lookupIssues}}{{key}} {{summary}} ({{status.name}}){{/}} and a headline count from {{lookupIssues.size}}. Lookup returns up to 100 items, so split by team or program if you have more.
Word/PDF: build a Confluence status page with the Jira work items macro and Jira charts. Confluence exports pages to Word and PDF, and the macros refresh every time someone opens the page.
Slides with Rovo: as Rustem mentioned, Rovo can generate slides. To keep the numbers trustworthy, give it the exact JQL as the scope and ask it to state the item count first. Otherwise the model decides what to search for, and the counts can differ between runs.
Plans: the timeline can be shared into a Confluence page, which is often enough for the "where are we" slide.

If the goal is a recurring weekly or monthly executive summary written from the Jira work itself, Aneto AI Executive Reports is built for that. You set the scope with a JQL filter, choose the week or month, remove any items you don't want included, and the AI writes the executive report, which you can email or download as a PDF. It doesn't produce PowerPoint files, but it replaces the export-to-CSV-and-summarize step.

Disclosure: I work at Aneto Software, which makes this app.

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