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Help to Create Weekly Client Facing Report

Mark Dallas
Mark Dallas
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May 17, 2023

Hi, 

I would like to create a client facing report that would function as a weekly update. I am not looking for a graphical representation of our data (I see lots of those options in the reports area already). 

Instead, I am looking for a report that shows each Jira ticket that is say In Progress, Waiting on Client, Ready for UAT, and then status updates beside each one. I know I could export to excel, but was hoping for a little cleaner solution. 

One of our clients has us using their Monday.com board to lead the weekly update meeting for them. I am trying to figure out how to use Jira (where our work is done) so that I do not have to do double work by moving to Monday. 

Thanks for anyone who has ideas!

 

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Jack Brickey
Jack Brickey
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May 17, 2023

Hi @Mark Dallas , welcome to the community.

What about creating filters that present the lists you require and setting up a subscription for them to run a weekly? There are options to integrate Monday with Jira in the market place as well. Also, you mention "status updates beside each one" but unsure what constitutes a status update. In the past I have created a "Latest status" text field and requested that my team keep it updated.

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Mark Dallas
Mark Dallas
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May 17, 2023

Jack thanks for the quick response. 

I will give those solutions a try, particularly using the filter and subscription. 

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Jack Brickey
Jack Brickey
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May 17, 2023

Sounds good. Let me know if you need assistance on that.

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