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Automate Portfolio Reports

Marvin Hagenbuch
Marvin Hagenbuch Jul 04, 2018

Hello community,

I know that you can manage reports with JQL in Jira projects, but are there any options to automate the report function in portfolio?

 

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Earl McCutcheon
Earl McCutcheon
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Jul 05, 2018

Hi Marvin,

Natively there is not a way to trigger a automated report export in Jira Portfolio,  However if you have the HTML macro enabled for Confluence, you can use the Portfolio report/share button to get an iframe url snippet you can put into an HTML macro to render the data in a confluence page.

This will allow you to display various Portfolio reports in a Confluence page. Once the page is in Confluence you can use the method covered in This Community Post to do an automated export of the page using a script locally to generate a PDF of the page.

Additional details on generating the iframe can be found here

Regards,
Earl

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Marvin Hagenbuch
Marvin Hagenbuch Jul 11, 2018 • edited

Thank you for the info Earl!

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