Can you export Status Report at the Portfolio Level?

[Alexis Allred]

I have generated a Status report at the Portfolio level. However since you cannot adjust the column size I have to hover over the name to see the Portfolio Epic. I also want to be able to filter based off of the status. Is there a way to export this report into excel so I can filter more in-depth?

[Sam Tsubota · Accepted solution]

@Alexis Allred The status report data can't be exported into Excel. Jira Align Enterprise Insights is a good option to get this data or even build custom reports with the data that are focused on your specific requirements. Here are some screenshots of an example status report using Jira Align epic and status report data from Enterprise Insights created in Power BI to give you an idea of what you can do.

If you would like to learn more about Enterprise Insights, I recommend reaching out to your Atlassian Enterprise Advocate and they can help you with that. 

[Alexis Allred]

@Sam Tsubota Thank you for the information, I will definitely be reaching to see the capabilities that Enterprise Insights has to offer.  

[Sam Tsubota]

@Alexis Allred Enterprise Insights is a data mart for Jira Align. It is an Azure SQL database that you can connect to your existing data visualization tool like Tableau or Power BI. Here is a link to a video on YouTube that explains it. https://youtu.be/O5w_0SPPz5Y

[Georgi Gogichev]

Hi @Sam Tsubota why do we need an additional tool / database? We already have our data in Jira Align. We just want to display it. I don't get why Enterprise Insights isn't integrated into Jira Align.

[Tom O_Connor]

@Alexis Allred the Status report page does not have export functionality.  If you reduce the number of fields shown and adjust your zoom within your browser, that may help with the epic name display.  No filtering in the status report other than by TAGS.  You'd have to manually update the tag field with the status if you want some level of filtering.  Also, we have several companies using Enterprise Insights and custom reports to pull that data into a report.  

[Alexis Allred]

@Tom O_Connor Thank you for the information, I appreciate it. I will look into Enterprise Insights.

[Stephanie Davis]

Well, that's kind of sad.