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I am currently in the midst of building a Kanban board for my company's client-facing team and am looking into ways that we could generate a PDF report of the project's primary dashboard.
In a nutshell, what we are hoping to achieve is as follows:
I appreciate any insight that you may bring. As an additional piece of context, I have only been working with Jira for around a month and am fairly confident of my understanding of the terms, but my apologies if I am slow to understand a new concept.
Thank you in advance.
Using eazyBI you can create a dashboard and subscribe to it. It will then send you an email with PDF of the reports. It works really well. eazyBI is a paid app but you can try that.
Natively in Jira you can create filters and subscribe to it, but it won't send you a PDF, just a list of issues.
I hope it helps.
First, thank you @Ravi Sagar _Sparxsys_ for suggesting eazyBI.
eazyBI account users can subscribe to eazyBI dashboards they have access to and receive it as a PDF in their email. Our documentation page has more details regarding that - https://docs.eazybi.com/eazybi/publish-reports/email-subscription.
There are some limitations, though. Currently, users have to subscribe to the dashboard themselves. And only eazyBI (thus Jira users) can subscribe to the dashboards. Meaning, the automatic email can't be sent to just any email.
Let me know if you have any questions.
Roberts // email@example.com
I got all excited to automate sending emails from a JSD dashboard using Better PDF but the "Send PDF" automation rule isn't in the cloud-based JSD we have. I *think* this is because another Midori product, "Better PDF Automation for Jira (free!)" has to also be installed. Alas, there's no cloud version of this yet. I looked in the marketplace and didn't see any other PDF exporters that purported to generate dashboard PDFs, much less offer an automation rule to deliver it via email.
Any cloud-based JSD customers have luck finding the right combo of apps?
@Jeffrey Bauerand everyone interested in Automation for Jira Cloud integrations
As we discussed separately, Better PDF Automation is not currently available for Jira Cloud. That's because Atlassian currently doesn't allow integrations for Automation for Jira Cloud.
So it's not only up to us app developers when we can deliver a cloud version of an automation app.
Please vote for the feature request in Atlassian's system to tell them to stop postponing this important feature: https://jira.atlassian.com/browse/CLOUD-10966
And please vote in our system as well: https://midori.zendesk.com/hc/en-us/articles/229993888-Better-PDF-Automation-for-Jira-Cloud