How can I customize and automate reports to be downloaded and shared with clients?

Eydis Lima
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November 20, 2024

Our team currently does a 'Status Report' prior to each client meeting, and then sends out the 'Meeting Minutes'. We want to explore a way to automate the export for each particular client and the 2 categories: 'Status Report' (Jira), 'Meeting Minutes' (Confluence). Also in addition, we want to have a template with our company's logo and information to make our brand shine and so that these look more professional than a black and white PDF. I welcome any feedback, thanks in advance!   

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Vitalii_Bobak_SaaSJet
Atlassian Partner
November 20, 2024

Hello @Eydis Lima 

If you’re open to using add-ons, Time in Status can be solution for you. Add-on calculate the total time an issue spends in any chosen statuses.

image.png Also you can get Time Reports in Confluence 

TIS 34.jpg

For Scrum teams, there's also a Sprint Report feature

 large.png

You can also book a live session to ask any questions about the add-on. 

Add-on developed by my team. 

I hope you find this helpful 🚀

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