How to export project and all assigned teams and employees?

[Thomas Dittscher]

Hi all.

At our company we would like to generate an overview of our projects and the assigned employees from time to time to see at a glance whether all teams are set up correctly.

Is there a away to export all projects and the assigned team members?

Thanks to all for your support.

Best ... Thomas

[Earl McCutcheon · Accepted solution]

Hi Thomas,

You have a few options to get the data into an external system to create overview and reports, however the team value has some limitations currently and is going to cause some trouble, Primarily as it is not a fully recognized Field in Jira but managed in the portfolio application directly and details are passed from portfolio to Jira,  As covered here.

Currently the Portfolio Team field can be searched so team = "team ID" , but returning the result will just display the shared team name in the field results and any plan specific team will return a value of "Plan-specific team" as the result.  So if you have multiple plan specific teams all the vales will be returned as the same value in the result set.

The Primary limitations in the team field to be aware that you will need to workaround to come up with the exports are touched on in the following feature requests:

• https://jira.atlassian.com/browse/JPOCLOUD-1775
  • Currently you must search by ID rather than name
• https://jira.atlassian.com/browse/JPOCLOUD-1812
  • Saved filters convert team name to Team ID when saved
• https://jira.atlassian.com/browse/JPOCLOUD-1465
  • Does not integrate with many third party plugins

A way around this is to use the team ID's in multiple result sets on various saved filters, then each filter can be imported to an alternate page of the spread sheet tool you use, i.e. "team = team1_ID" on one sheet and "team = team2_ID" on the next then do your formulas for counting and comparing the results on the last sheet.

Then for options on exporting the data, first would be to export the data to a CSV file from the issue navigator, that can be used in Excel or open office to manipulate the data as desired for reporting.  One thing to be aware of is that there is a limit of 1000 issue that can be exported at a time to prevent performance overhead impact caused by the csv creation, with a workaround detailed in the KB "Export More than 1000 Issues to Excel from Issue Navigator in JIRA Cloud"

Next I would Recomend checking out our new Google Sheets extension "Jira Cloud for Google Sheets" it gives you the ability to input JQL search criteria directly to the Google sheet and monitor the data from your cloud site.

Alternatively there are a lot of third party apps avaliable that extend Excel integration, that can be viewed in the marketplace here, noting these add-ons will encounter the same limitations in returning the team field names as well.

Regards,
Earl

[Thomas Dittscher]

Thanks, Earl,

for this very detailed answer and workaround to our issue. That seems to be a lot of work.

Due to the fact that we have something like ~70 projects with 8 to 10 members at maximum I rather tend to go through the projects and put the teams in an Excel file :)

Best Thomas