Help to Create Weekly Client Facing Report

Mark Dallas 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!

 

1 answer

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Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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.

Mark Dallas May 17, 2023

Jack thanks for the quick response. 

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

Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 17, 2023

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

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