HELP: Custom Fields & Printed Output / Reports

I have the requirement to create a page in Jira / Confulence.

I need to create a form with custom fields for weekly status reports containing Risks / Issues / Project Updates / Action Items etc.

This will be used to report further up the organisational chain.

Managers will populate the fields each week, in a set structure.
The form will then be saved to look back at, and it should be printable in PDF.
It is very simple what I require.

What is the best way to do this?
What is the best product to use, can this be done with templates or is there a better way to implement this?

I want to do it with minimum development. Can it be done out of the box?


1 answer

This is fairly trivial, and you can (should) do this solely in JIRA at the cost of some customization.

Confluence is not a good choice for handling this type of structured data.

  1. You should represent each of those domain objects ("Risks / Issues / Project Updates / Action Items") by issue types. For each issue type, customize the fields, and then the Create Issue screen will be your "form".
  2. Set up a saved JQL filter that returns the issues created in the current week (or the last 7 day, whichever fits your business rules).
  3. Then use the JIRA PDF View Plugin to export the result of your filter to PDF. The plugin is shipped with a Project Report template, use that as starting point and customize that to your needs.

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