In this page

Exporting JIRA issues to Excel

From users' point of view, the Better Excel Plugin for JIRA is very simple to use.

All you have to do is clicking certain items in the Export drop-down menu to get your Excel spreadsheets. Those can either be generated:

  • from a single issue
  • from the issues in the Issue Navigator (saved filters, JQL queries, searches, versions, sprints and all other JIRA features that are based on the JQL query language)
  • from the issues in a JIRA Agile board (columns)
  • from the issues in a JIRA Agile backlog (sprints)
  • from the issues in a JIRA Service Desk queue
  • from the issues in a Tempo timesheet

After the Excel spreadsheet is downloaded to your computer, open the file in Excel to view it, to modify it, and to continue your interactive analysis. Open Office, Libre Office, Google Spreadsheets and Calc are supported, as well.

Exporting a single issue to Excel

Click one of the items in the Export drop-down menu in the Issue Details screen to get your Excel spreadsheet.

Please note that there are multiple Export menu items available, because the plugin allows using any number of templates to generate Excel spreadsheets. You can, for instance, use one template to report on worklogs per developer and project, and use another to report on workflow transition durations and SLA statistics per issue type.

Exporting the issues from Issue Navigator to Excel

Similarly to the previous, click one of the items in the Export drop-down menu in the Issue Navigator screen. (There can be multiple Excel export options available there, as written in the previous section.)

Managing Excel export types

The plugin enables using any number of so-called views (export types), each relying on a different Excel template and different template logic. You can use one view to analyze worklogs, another to analyze workflow transitions, and a third one to analyze "Created vs. Resolved" statistics, for example.

Each view:

  • has its name, which appears in the Export menu.
  • has a short description, to explain the purpose of this export type.
  • can appear in any combination of these contexts (screens): Single Issue View, Issue Navigator, Dashboard, JIRA Agile Board, JIRA Agile Backlog, JIRA Service Desk and Tempo Timesheet
  • renders one particular Excel template file. (Template files can be reused by multiple export types. For example, a Monthly SLA Report and a Weekly SLA Report can render the same Excel template, with some differences in the template logic.") )
  • can be optionally restricted to certain groups, users or issues (specified by JQL).

Views are ordered. Their order can be defined right in the Excel Views list. The same order will also be reflected in the Export drop-down menus, allowing the administrators to define a logical order for the items.

As written above, views render their output from Excel templates. These are actual Excel files, with some special markup (placeholder texts) in the cells. Templates are created with Microsoft Excel, making it very easy to create and modify reports for anyone with some basic experience in Microsoft Excel.

Each Excel template:

  • has its name (filename).
  • has a short description.
  • is stored in the JIRA database. (Administrators can download, edit and upload these files any time.)

Managing Excel views

Go to JIRA AdministrationAdd-onsExcel Views.

You can easily create, edit, delete or reorder export types (views) in this screen. Please note that you can use the "edit" function also to rename or hide views.

Managing Excel templates

The final Excel spreadsheets are rendered from template files, optionally running Groovy scripts. These files, used by the rendering process, are together called "resources".

Go to JIRA AdministrationAdd-onsExcel Templates to manage resources.

You can easily upload or delete Excel template files in this screen. To edit a template file, you have to download the file you wanted to update, edit it in Excel, and then upload the modified version. If there is already a resource with that file name existing, then it will be updated by the uploaded file. Otherwise there will be a new resource created.

You can also create or edit Groovy scripts in this screen, using the web based code editor. To edit a script, just click on its name, make the necessary modifications and save your work.

If you make major changes to Excel templates, we strongly suggest activating the so-called devmode that allows you to work much faster.

Next step

Next step: customizing your JIRA Excel templates.

Questions?

Ask us any time.