Jira Traceability Report

Joe
Contributor
May 28, 2021

Is it possible to configure the Jira Traceability Report, for example configure the columns and export the information?

3 answers

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Manuel
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November 9, 2024

Hi @Joe ,

Some people use Structure app to achieve it for example as it provides full flexibility; however, it may struggle getting the information related with testing.

If you're using a test management tool (not sure if you are), then it may or not provide the ability to configure those columns. f you're using Xray for test management, you can see the Epics>Stories>Tests>Runs>Defects relations, and even other relations besides Epics>Stories, as long as you configure Xray to handle those issue types properly and their relations,

There's also an app for Confluence named Xray Reports for Confluence that can serve this purpose as well, if you're using Xray for Test Management and want to see traceability within Confluence.

This app allows you to embed testing reports, based on data from Xray Test Management, directly into your pages in Confluence. It provides several macros tailored for this, that allow you, for example, to track traceability.

 

traceability_macro.png

 

That macro provides preview on the results, before publishing the page, and allows interaction with the chart, for example to expand epics and see the related story issues.

 

To get it working, you'll need to follow these steps, which require installing not just this app on Confluence but also a "Connector" app in your Jira instance:

  1. install the Xray Reports Connector for Jira app on your Jira cloud instance
  2. install the Xray Reports app in your Confluence cloud instance
  3. configure the Xray API client id and client secret on the settings of the Xray Reports for Confluence app; you need to obtain the client id and client secret from your Xray API Key settings, in your Jira cloud instance

More info on the installation steps here.

Bill Sheboy
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November 9, 2024

Hi @Manuel 

You have been repeatedly necro-posting to recommend marketplace vendor products.  This does not comply with the guidelines for vendor posts.

Also, when recommending a marketplace vendor product, please ensure you disclose your affiliation to that vendor in your post wording. For more information about this, please see:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Atlassian-Community-online-guidelines-for-Marketplace-and/ba-p/689723

https://community.atlassian.com/t5/App-Central-articles/Revisiting-our-necroposting-guidelines/ba-p/1622350

https://community.atlassian.com/t5/custom/page/page-id/rules-of-engagement

Kind regards,
Bill

Manuel
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November 9, 2024

Hi @Bill Sheboy ,

thanks for sharing those links, I will have a careful look at them.

I indeed replied to several questions, some of them old; if that is not ok, I won't do it anymore. I was trying to be helpful. I know and have used many apps; my recommendations are based on my experience from many years and the goal was to help others.

Regards,

Manuel

0 votes
Rina Nir
Community Leader
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August 27, 2021

Hi Joe,
I am assuming that traceability is expressed via the links between jira issues. If that is correct then I recommend you check this Confluence App: Jira Snapshots for Confluence.
This App add to Confluence the "Jira Snapshot" macro which can retrieve Jira data into Confluence, with as many levels that you need in your traceability.
Using the macro is simple: you just define the JQL (Jira Query Language) that selects the data, and the fields to display. For the 2nd level (and any lower level) you define a JQL that is dependent on the previous level- this is what creates the hierarchy. 
I see you are on Server- and this App is only available on Cloud and Data Center, but you can contact the vendor and they probably can let you know if they can provide a version for server (Disclosure: I am the CEO of RadBee, the vendor behind this App)

Hope this helps,

Rina

Jira Snapshot from Epics to Stories to Subtasks - Snapshots.jpg

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Bill Sheboy
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May 28, 2021

Hi @Joe 

Is that report an addon from the marketplace?  If so, you may want to check the vendor's documentation page in the marketplace to see what information they offer: https://marketplace.atlassian.com/

Best regards,

Bill

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