Generate reports

Question

I would like to generate simple reports based on fields from issues within Jira. So as Epics are created, a few custom fields are created and then have to be filled in.

Once these fields are filled in (they are mainly text based, so need to be recreated word for word) I would like to export them to a template that I can hand over to sales / engineering so they don't have to wade through JIRA to find the info they need.

Midori · Answer

PDF View Plugin is a JIRA add-on to export custom PDF documents from all JIRA data (issues, fields, sprints, epics, components, versions, Tempo, Service Desk, and this list would be very-very long) using powerful PDF templates.

You can even automate your "hand over to sales / engineering" step like this:

* Introduce a new workflow transition (if it does not exist yet) that is done when "these fields are filled in".
* Use the PDF Automation Plugin (which is a free companion of the PDF View Plugin) so that these transitions trigger the "Send PDF" action. This automation action can generate the PDF file, and send it as an email attachment to the configured email addresses. All aspects of the emails (subject, body, etc.) is customizable, so you can 100% automate your handover process. (Full tutorial is available here.)

Pedro Rodrigues · Answer

Hello Mark,

This is a late response, but you might find it usefull:

The Xporter for JIRA (https://marketplace.atlassian.com/plugins/com.xpandit.plugins.jiraxporter) is a great JIRA Utility. You can use it to export the content of a single or multiples issues to PDF, DOCX, RFT, ODT, PNG and SVG files.

You can define templates in DOCX, RTF or ODT files, indicating the placeholders of the issues fields you want to export - like native fields, custom fields or even attachments - upload and configure them through JIRA Administration, and have the issue contents exported by the plugin automatically,

Using the Xporter for JIRA you can select the template and the output format. And on the Security Permissions area you can even restrict the Plugin functionality and templates to specific projects, users and issue types.

Also, on the new release that will soon become available, a new feature will be implemented, becoming possible to set a Workflow Post-function that automatically generates and exports a file of the issue contents, attaching it to the issue, when certain user defined conditions are matched.

Try it now.

Best Regards,

PMRodrigues

Mark Bowden · Answer

So what I would like to do is fill in a document template with data from issues in Jira. It's a case of simply mapping one field to a table in a Word document. However, I need to be able to select certain fields from the issues, not the whole issue.

I think I have found the plugin that I want in: Automated Attachments