at issue events (e.g. created, updated, commented, work logged)
at version events (e.g. created, released)
at sprint events (e.g. created, started, completed)
manually (when the user explicitly runs it)
when a webhook is invoked (for integrations)
Create Excel automation rules with some clicks
A rule in a nutshell: if the trigger "happens", then the action is "executed".
You can freely select from multiple triggers and multiple actions — all parametric.
Email Excel spreadsheets automatically
The Send Excel action enables you to select the Excel template, enter the recipients' email addresses, the email subject and the body text.
All these configuration settings can be static or can use template variables (e.g. the assignee of the issue).
Don't go to Jira for your reports every morning
Let the reports come to your mailbox automagically.
Daily stand-up meeting at 9:00?
Schedule Send Excel to 8:50 and auto-send the sprint status report to everyone involved.
Save Excel spreadsheets automatically
The Save Excel action saves the generated PDF files to the file system.
Paths may be dynamically generated from the project's key, the issue's key, a timestamp, etc.
Issue archiving could not be easier!
Run Save Excel periodically to:
Produce a human-readable, searchable archive of your issues.
Create snapshots, baselines or backups with ease.
Plus, use Excel files to integrate Jira information into:
Document management systems (like Alfresco)
Enterprise storage (like Box, Dropbox)
Any external service that can process XLSX files
Attach Excel reports automatically
The Attach Excel action attaches the generated Excel file to the "original owner" issue or to an arbitrary issue selected by a JQL search.
The attachment filename is dynamically generated, therefore it can include the issue key, the timestamp, etc.
Automatically capture the state of issues, sprints, projects
Attach the snapshot to an issue in order to keep the historical state in Jira.
Use these lightweight baselines for historical views, metric collection, comparisons or audits.
Who's using it?
Better Excel Automation helps us to automatically distribute custom reports to the necessary recipients on a predefined schedule.
We used it to regularly send a report to the top management and it worked really well. If you need to automate and send a report in Excel format via e-mail from Jira filters, give it a try.
Our team uses it all the time to generate comprehensive reports that can not be done otherwise. The team and support at Midori is fantastic, fast response and updates / progress on possible resolutions.
We have developed a system that allows us to generate reports in Excel format with the calculation of SLAs from the services of our suppliers. It's a system that integrates Better Excel Automation, Better Excel Exporter and Time to SLA.
It is a powerful and easy to use add-on. The customer service is also something that needs a mention.