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What is Insight?

(supported since Better Excel Exporter 2.5.0)

Insight is the leading asset management app for Jira, that allows implementing CMDB, CRM, HR, ITSM or ITIL functionality on the Jira platform.

Insight integration features

  • You can export all Insight-managed custom field types like Insight Object (single select), Insight Object (multi select), Insight Referenced Object (single select), Insight Referenced Object (multi select) and Insight Object (read only) to Excel.
  • You can configure the export format to include object names (e.g. "My supa dupa server"), object keys (e.g. "My supa dupa server [SRVR-123]"), object attributes (e.g. "My supa dupa server [SRVR-123] (Manufacturer=Cray Research, Vector Processors=4, Type=Supercomputer)") and any combination of these.
  • Better Excel Exporter also offers a reporting template that includes several pivot table and pivot chart worksheets to calculate issue count, project distribution and status distribution by Insight object. Although this is useful as is, this can also be used as a starting point to create custom Excel reports from Insight data.

(Need more features? Tell us in a support ticket!)

Insight integration vs. the Insight built-in Excel exports

You may want to ask: if Insight has a built-in Excel export feature, why would you use another app for the same?

While the Insight built-in Excel exports may be sufficient for basic use cases, the Better Excel Exporter integration is more powerful in, at least, these:

If any of these are important for you, give it a try.

Tutorial video

Watch this short introductory video to see how fast you can export your Insight data to Excel:

Insight Excel export samples

Jira issues with Insight objects

This straightforward Excel export (created using the default issue-navigator.xlsx template) contains two Insight custom fields: one of them is a single-select, while the other one is a multi-select type. Both use the "object name [object key]" format which is customizable.

jira-insight-export.xlsx

Jira issues with Insight objects and attributes

This Excel example is configured to export the complete attribute set for each Insight object. The attributes are exported to an Excel spreadsheet as comma-separated name-value pairs in brackets (the format is completely customizable).

jira-insight-export-objects-with-attributes.xlsx

Jira issues per Insight objects pivot chart

You can also create custom Excel reports from Insight data, just like from built-in custom field values. The insight-report.xlsx template calculates issue count per object, project distribution per object and status distribution per object. Looking for more? Create your own Insight Excel report from Jira using this template as a starting point.

jira-insight-report.xlsx

Configuration

Exporting Insight custom fields

There is nothing to do. Better Excel Exporter will automatically recognize the Insight-managed fields and export them accordingly.

Configuring the export format for Insight custom fields

The default behaviour is that object names and object keys will be exported (e.g. "My supa dupa server [SRVR-123]"). You can include object name, object key and attributes by setting these configuration variables in the top part of the field-helper-tool.groovy script:

// field-helper-tool.groovy

/* Insight configuration. */
def insightObjectsWithNames = true
def insightObjectsWithKeys = true
def insightObjectsWithAttributes = false

If you want full control over the export format, please see this easy-to-read method in field-helper-tool.groovy:

private def insightObjectToString(def object)

Configuring the Excel report template for Insight

The template insight-report.xlsx contains a placeholder for the Insight-managed custom field, which should be correctly configured before generating reports.

Steps:

  1. Login to Jira as administrator.
  2. Go to AdministrationAdd-onsExcel Views.
  3. Click the view Insight (Excel), change its context to at least the "Issue Navigator" and submit. (This view was not enabled by default.)
  4. Go to AdministrationAdd-onsExcel Templates.
  5. Download the template insight-report.xlsx.
  6. Open the file in Microsoft Excel for editing.
  7. Go to the last worksheet, check the first cell in the second row that contain an expression like <jt:forEach items="${issues}" var="issue"><jt:forEach items="${insight.getObjects(issue, 'customfield_10123')}" var="object">${issue.key}. Replace the placeholder custom field ID customfield_10123 with the actual ID of that custom field (see this section for help). For instance, if the ID is 10456 in your Jira instance, then change the expression to <jt:forEach items="${issues}" var="issue"><jt:forEach items="${insight.getObjects(issue, 'customfield_10456')}" var="object">${issue.key}.
  8. Save the Excel file (do not change its name!) and upload that to Jira.
  9. For testing, go to Issue Navigator. Export an Excel file with the Insight (Excel) view, and check whether the cell values are correctly exported in the last worksheet.
    If those are, you are done.
    If not, check the custom field IDs again in the template.

(Please note that this is easy, and you have to configure this only once.)

Learn more about Insight