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Work Management Task List view as a Report

Alright, so is there a reasonable way to create a report that looks like the Work Management Task view for a project ?  Ideally I'd like to export the task list view as a PDF and have it email it to a group of users.

2 answers

1 vote
Trudy Claspill Community Leader Nov 29, 2022

Hello @Ed Mallette 

You can create a search to retrieve the issues. You can set the output format for the search results as List (instead of Details) presenting the data in a table view. You can select the columns (fields) you want displayed in the results set. After you have that done you can save the filter.

You can then set up (or have each recipient set up) a Subscription to receive the results of the saved filter on a scheduled basis.

More information on searching for issues, working with the results, and saving a filter can be found here:

https://support.atlassian.com/jira-software-cloud/docs/search-for-issues-in-jira/

Note that the output format will not order the issues in the same way as in the Work Management project List view. That view groups child issues with their parents. There is no way in searches to ensure that child issues are grouped with their parents.

Hi @Ed Mallette

just to add to Trudy's answer, you can also always check the Atlassian Marketplace for possible solutions. E.g., there's a number of export-focused apps, some of which are very popular. There are also a number of list and/or hierarchy-focused apps hat could come handy. As an example for the latter, I myself work on an app named JXL for Jira that might solve your use case pretty well.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you'd do in e.g. Excel or Google Sheets. It comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping, sum-ups, and conditional formatting - plus it works for and across all project types (JWM, JSW, JSM).

JXL also has a really nice export to XSLX (the format used e.g. by Excel), which can be triggered in just one click. It doesn't currently export straight to PDF (although that's high up on our roadmap), but you can easily re-export from Excel to PDF.

This is how it looks in action:

export-to-excel.gif

You may already know that you can trial any app for free for 1 month (and depending on the size of your site, an app may be free forever), so you can always try out a few and see which one solves your problem best.

Hope this helps,

Best,

Hannes

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