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Automate Portfolio Reports

Marvin Hagenbuch
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I'm New Here
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July 4, 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
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
July 5, 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

Marvin Hagenbuch
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 11, 2018

Thank you for the info Earl!

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