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How can I report on Projects by their Category?

The way my insurance organization is using Jira is to create a Project and define its Project Category based on the line of business its work is oriented around (ie; earthquake, wind, fire, etc). However, when I go to create a Filter to report off of this to see how many Projects we currently have underway for certain lines, 1) the Project's Category does not display as a column and 2) the Filters only apply to Issues, not Projects. So I am left with a list of Issues that I can filter by Project Name, but the Category column in the Filters page applies to the Issues, not the Project. If I were to create a separate Custom Field for Project Category, that would mean tracking manually on each and every Issue the Project Category.

I can obviously filter the Projects page by Category and see there what is currently out there, but there is no way to export this list from there to do further reporting outside of Jira that I have found. 

Is there another place in Jira to report off of the assigned Project Category? Or am I asking something of Jira that it is not built to do and should look for another way to utilize it?

3 answers

1 accepted

1 vote
Answer accepted

I have decided to move forward with the Projectrak app from the Atlassian Marketplace to populate the Project Category, as well as other custom field options, for my reporting needs.

Hi @Nikita Diepenhorst 

I'm Leo Díaz, Product Manager of Projectrak

I am glad to read this. If you have any problems or needs with Projectrak feel free to contact us!

Leo

@Nikita Diepenhorst 

You can export your Jira projects with a few clicks using a dedicated template that comes with Better Excel Exporter for Jira Cloud. It includes the project category along with many other project details that you can filter or build reports for in Excel.

jira-project-export.png

(Please note that Better Excel Exporter is a paid and supported app and I'm part of the team developing it.)

0 votes
Alex Koxaras Community Leader Sep 07, 2022

Hi @Nikita Diepenhorst and welcome to the community.

By default, advance issue search yield results about issues and not projects. Filters are based on issue searches. And dashboard gadgets are based on filters. Therefore, with the out of the box Jira capabilities, what you ask is not possible.

Where you are a bit wrong, is that you can actually export (all fields as csv) from all your issues and there you will see the project category (projectTypeKey):

project type.png

Another possible way would be to search the marketplace for a reporting app which could provide this kind of report.

Hi Alex,

Thanks for the reply! I figured what I was looking for isn't available. 

The column you have pointed out is not the Project Category as I have defined them in Admin settings, but the category of Jira service the project was created in. 

I am looking for a way to report on the Project Categories as shown below:

2022-09-07 11_33_23-Window.png

2022-09-07 11_34_30-Window.png

Alex Koxaras Community Leader Sep 07, 2022

What you could then is to use REST API and get all your projects:

https://YOURSUBDOMAIN.atlassian.net/rest/api/3/project/search

As long as the Project Category is filled within your project, that value will appear there. Afterward, get that JSON file and load it on Excel, convert it to CSV (and then load it to excel) etc.

Part of my issue is that I don't think I should have to be familiar with Java to successfully report off of out-of-the-box features Jira provides. And unfortunately on top of that, I am not a Java developer lol. *shrugs*

Any advice on how to 'get that' JSON File once the REST API project search is completed? The rest of that advice is familiar to me.

Alex Koxaras Community Leader Sep 07, 2022

@Nikita Diepenhorst you don't have to be a java developer to do any of the things I've said on my previous comment.

  1. Simply write on a new tab of your browser https://YOURSUBDOMAIN.atlassian.net/rest/api/3/project/search (replace YOURSUBDOMAIN with what you actually have on your atlassian instance)
  2. The results on your window will be a JSON file
    json01.png
  3. On that tab, click ctrl+a, ctrl+c to copy and paste that JSON file on your clipboard
  4. Open a new tab and google "json to csv"
  5. Click on the 2nd option (or go here https://www.convertcsv.com/json-to-csv.htm)
    save csv.png
  6. Once you get that CSV file open it on excel
    open excel.png
  7. Data to columns and locate your column
    project cat excel.png
  8. Happy data processing!
Like Nikita Diepenhorst likes this

Thank you for the help, Alex!

Like Alex Koxaras likes this

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