How can I report on Projects by their Category?

[Nikita Diepenhorst]

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?

[Nikita Diepenhorst · Accepted solution]

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.

[Leo Diaz DEISER]

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

[Levente Szabo _Midori_]

@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.

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

[Alex Koxaras _Relational_]

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):

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

[Nikita Diepenhorst]

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:

[Alex Koxaras _Relational_]

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.

[Nikita Diepenhorst]

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 _Relational_]

@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
   
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)
   
6. Once you get that CSV file open it on excel
   
7. Data to columns and locate your column
   
8. Happy data processing!

[Nikita Diepenhorst]

Thank you for the help, Alex!