Weekly PDF Report of Issues

Humberto Gomes
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November 12, 2024

 

 

Hi, Atlassian Community!

I’m looking for a way to automate a weekly report generation in Jira, and I would appreciate some guidance. Here are my requirements:

  1. Every Monday, I need a list of issues in a specific status (specifically, those that are "Ready for Approval").
  2. This list should be formatted into a single PDF document that includes specific system fields and custom fields.
  3. Once generated, the PDF should be emailed to a predefined list of recipients.

Can anyone suggest a way to accomplish this, especially the part about creating the PDF? Thanks in advance for your help!

3 answers

1 vote
Aron Gombas _Midori_
Community Leader
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November 13, 2024

@Humberto Gomes Your use case can be perfectly solved with the Better PDF Automation app!

(We are actually doing the same with an automation that runs daily.)

jira-data-center-pdf-automation-send-pdf-result.png

Links:

  1. Tutorial article and video: How to send PDF documents in email from a JQL query on a specified schedule?
  2. You can easily produce a single PDF document with a table that contains the system- and custom fields you want. Here are a few samples.

(Discl. it is an app developed and supported by our team.)

0 votes
Alexey Pavlenko _App Developer_
Atlassian Partner
November 13, 2024

Hi @Humberto Gomes

  1. In the Issue Navigator (Advanced JQL Search) set up columns you want to be presented in your PDF file. 
  2. Export to Word.
  3. In the Word document, save as a PDF file.

All this can be automated if you know how to program but not natively in JIRA.

Best regards,
Alexey

0 votes
Valerie Knapp
Community Leader
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November 12, 2024

Hi @Humberto Gomes , thanks for your question. 

This sounds like a job, mostly, for a filter subscription, apart from the PDF part. 

https://support.atlassian.com/jira-software-cloud/docs/manage-filters/ 

Is this a requirement because you need to share this information with people who don't access Jira? 

Cheers

Humberto Gomes
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November 14, 2024

PDF document with all issues (weekly base) is a Mandatory requirement. 

Thanks

Like Valerie Knapp likes this

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