Как выгрузить задачи из jira в excel

How to export Jira projects to Excel

Exporting Jira projects to Excel for analysis and reporting is indispensable for teams that are managing hundreds or even thousands of projects. Unfortunately, Jira doesn’t offer a core feature to export projects to Excel.

Thanks to Better Excel Exporter, you can do that with a single click. This tutorial explains how.

We will use a custom XLSX template to bring Jira projects to Excel for data migration, searching, filtering and reporting purposes. The export will contain all the active and archived projects which are available in the Jira instance.

This is a great example for using Better Excel Exporter to export non-issue-related information from Jira to Excel.

Jira project export to Excel

Follow these steps:

.
1. Since Better Excel Exporter 5.1.0, there is a view named "Projects (Excel)" created by default. (For earlier versions: follow this upgrade guide.) To reduce the clutter in the UI, this view is disabled by default. Enable it to activate the project export feature:
   1. Login to Jira as admin.
   2. Go to Administration → Manage apps → Excel Views.
   3. Click the view "Projects (Excel)".
   4. Check the context "Issue Navigator" and save your changes.

   Note that the output (the project data) does not depend on the issues you are looking at in the Issue Navigator. Regardless which screen you add the "Projects" export option to (Issue Details, Issue Navigator, etc.), it exports all projects and their details.

   What project information is exported?

   The Excel spreadsheet contains the following information for each project:

   • Project (name of the project)
   • Key
   • Status (Active / Archived)
   • Project type (since Jira 7.0.0)
   • Project Lead (user name of the lead)
   • Project category (since Jira 7.2.0)
   • URL
   • Description
   • Last issue update (filled only for active projects, since Jira 7.11.0)
   • Issues (number of issues, filled only for active projects, since Jira 7.11.0)
   • Components (list of components used in the project)
   • Issue types (list of issue types used in the project)
   • Versions (list of versions used in the project)
   • Archived date (exported for archived projects only, since Jira 7.10.0)
   • Archived by (user name of the archiver, exported for archived projects only, since Jira 7.10.0)

   Can I customize the project export?

   Note that this export is created using these resources:

   1. The Excel template project-export.xlsx which you can freely customize. You can add or remove columns, change the spreadsheet structure and formatting, as explained in the general customization guide.
   2. The Groovy script project-export.groovy" is used to access the additional information to export (last issue update, number of issues, archiving details). You can also modify this script to your needs.

   Working with Jira projects in Excel

   Here is a couple of frequent project data related problems and their solutions in Excel.

   Even if the suggested solution is not 100% applicable to your use case, it should give you some inspiration. (Excel is insanely powerful, be creative and use Google!)

   Migrating project data to an external application

   Post-process the project data in Excel, using search-and-replace, Excel functions, re-ordering or removing columns, and so on.

   Then import the post-processed data to the target application (external database, CRM, reporting application, etc.) in the XLSX format. If the target application cannot import XLSX, but can import CSV, then save your data from Excel to a CSV file.

   Finding inactive Jira projects

   Use the standard Excel filter to show the rows where the days since the last issue update is greater than 90 days, for example.

   Finding Jira projects with no issues or the most issues

   Use the standard Excel filter to show the rows based on the number of issues in a project.

   Finding archived Jira projects

   Use the standard Excel filter to show rows with the "Archived" status only.

   Finding recently archived Jira projects

   Use the standard Excel filter to show the rows where the days since the archived date is less than 90 days, for example.

   Automation for Jira project exports

   Better Excel Exporter supports powerful automation for any type of Excel reports, also including these project exports. It is explained in the Excel automation tutorial.

   You can utilize that mechanism, for instance, to send a project export to your mailbox periodically. Build a custom template that marks projects not updated for a year with red color, and create an automation rule to send that report to you each month! Simple, huh?

   Upgrading from pre-5.1.0 app versions

   Project exports work only with Better Excel Exporter 5.1.0 or newer.

   If you are using an earlier version, you need to update your app version and create the missing templates. For that, please follow the upgrade guide.

   Как выгрузить задачи из jira в excel

   Here I can able to download only the fields / I can get the contents of only one particular issues to word.

   JIRA : Using Latest version.

   Logged in as Administrator.

   I searched Google but could’nt find.

   5 Answers 5

   1. Go to Issues and make a filter that returns all the issues you want
   2. In the top right corner, there is a Views menu item. Open it.
   3. Select the Excel (all fields) option to export all issues to Excel

   @user1747116 you can use the method described by Whim but you do not get all of the information out of an issue.

   You do have a couple of options:

   If you are versed in XML you can go to System->Import / Export Section -> Backup and it does a full backup of your JIRA instance in XML as described in this help post.

   You can use the method described by Whim of simply going to the issues list and clicking on the ‘export function’, but ALSO before doing that using one of the add-ons that allows you to export comments as well. Plug-ins specifically mentioned in this help article are «All Comments», «JIRA Utilities», and «Last Comment».

   Write a Crystal Report formatted in a way to export into Excel. We have done this to make the information both accessible to those not versed in SQL. We have in particular done this for

   You write an SQL Query and go directly at the database, and saving to CSV. Note in JIRA 4 to 6 the schema changed and we had to redo several of our queries so keep this in mind. But this is one to get you started in JIRA 6. Note time log is in ([worklog] and File Attachments are in ([fileattachment]) and comments are in ([jiraaction]). Each of these tend to have multiple entries per issue so you will need to do further joins to get them all into the same query. This is also useful know how if you are doing it in a Crystal Report and then exporting to excel.

   Note: You could get rid of the redundant fields, but I left both in so you can see where they came from. You can also put a where clause for a single issue ID or limit the outputs to a particular project. The top 1000 only displays the first 1000 results. Remove that if you are comfortable with it returning everything. (We tens of thousands in our db so I put that in there).

   Экспорт результатов поиска в Microsoft Excel

   • Экспорт результатов поиска в Microsoft Word

   Экспорт в Microsoft Excel

   • Не рекомендуется экспортировать большой объем экспорта (например, много сотен задач) .
   • Чтобы изменить количество экспортируемых задач, вначале измените значение параметра tempMax в URL- адресе.

   Чтобы экспортировать результаты поиска в Microsoft Excel, необходимо выполнить следующие шаги:

   1. Выберите «Задачи» (Issues)> «Поиск задач» (Search for Issues).
   2. Уточните свой поиск, как описано в разделе Поиск задач, затем выберите меню «Экспорт» (Export).
   3. В раскрывающемся меню выберите один из следующих вариантов экспорта:
   • «Excel (все поля)» (Excel (All fields) — это создаст столбец электронной таблицы для каждого поля задачи (исключая комментарии).
   • Примечание: Столбец электронной таблицы отображает только пользовательские поля, доступные для всех задач в результатах поиска. Например, если поле доступно только для одного проекта, а в результатах поиска — несколько проектов, это поле не будет отображаться в документе Excel. То же самое касается полей, которые доступны только для определенных типов задач.
   • «Excel(текущие поля)» (Excel (Current fields) — создается столбец электронной таблицы для полей задач, которые в настоящее время отображаются в вашем навигаторе задач.
   1. Будет создан файл с именем <Моя компания JIRA> — < My company’s JIRA > . Отредактируйте этот файл с помощью Microsoft Excel и / или сохраните его по мере необходимости.

   How to Export Jira Data to Excel or Google Sheets

   

   When you’re working on a team, team meetings can be an important part of your day. In daily standups or weekly reviews, reports are necessary for providing updates and showing the team and/or the stakeholders where you are in the development of a product. Ideally, you want these reports to display the data you want to display, in the way you want to display it.

   While there are reporting options in native Jira (board reporting and standard dashboard reporting), they are limited and not very customizable. Atlassian knows that many of its users are going to want more.

   While the best option is to purchase a reporting app from the Atlassian Marketplace to make customizable charts in Jira itself, many teams are more comfortable with traditional spreadsheet builders like Microsoft Excel and Google Sheets. To that end, Atlassian has built integrations with Microsoft Excel and Google Sheets, so that users can generate charts and tables out of their Jira data in the platforms they’re most familiar with.

   This article explains how.

   Generating a Jira report in Excel and Google Sheets

   You can export your Jira issues using the Advanced Search, which you can access a few different ways. The easiest way is to select “Filters” from the top navigation bar, then “Advanced Issue Search”. Alternatively, if you start in your Jira project, you can navigate to the Issues panel, which should look something like the screenshot below. Once you’ve got the issues filtered to the ones you want to export to Excel, click “Go to advanced search”.

   

   You’ll notice that the Issue panel has changed and now there are more icons in the top right corner of the screen.

   Click the Excel spreadsheet icon if you want to export your issues to Excel, then allow Jira to connect to your Microsoft account. If you want to export to Google Sheets, click the Google Sheets icon and allow Jira to connect to your Google account.

   Your Jira data will then be exported into an Excel or Google spreadsheet so that you can build reports and charts there.

   Automatically updating your Jira data in Excel and Google Sheets

   Previously users had to look at their issues in Jira and manually update their spreadsheets in Excel and Google to rebuild their reports. This process took a lot of time, which is why there’s now an add-on that allows you to schedule automatic updates.

   Let’s start with Google Sheets. When you’re in a blank spreadsheet, you’ll see a button saying “Install now” in reference to an add-on app called “Jira Cloud for Google Sheets”. Clicking on “Install now” takes you to the GSuite Marketplace where you can download the app.

   

   Once you’ve done that, return to your Google spreadsheet, click “Add-ons”, select “Jira Cloud for Sheets”, then click “Open.” This opens the Jira integration directly within the spreadsheet.

   

   The Jira integration should open up in the right side panel of the screen. Click “Get issues from Jira”, then navigate to “Schedule data refresh”. Now you can select how often you want your data to be updated.

   

   Now let’s look at Excel.

   When selecting to export to Excel from your Jira Advanced Search, you’ll be asked to select whether you’re using Excel online or on your desktop. Desktop users will then see a box describing the “Jira Cloud for Excel” add-in. Select “Trust this add-in” to authorize Excel in your browser.

   

   You can also enable this feature from a blank sheet by clicking “Insert” in the navigation bar and selecting “Add-ins”. This will take you to the Microsoft Office Add-ins store. Search for “Jira Cloud for Excel” and click “Add”.

   

   Configuration for this app works similar to Google Sheets. You’ll have a panel along the right side of your spreadsheet that allows you to narrow down your query, fields, and update options.

   The Excel integration doesn’t let you schedule updates at chosen dates and times like the Google one. Rather, you can set your sheet to automatically update whenever you open the file. Alternatively you can opt for a manual push to sync the data.

   

   Now, if you’re running daily standups or weekly reviews out of Microsoft Excel or Google Sheets, you can rest assured that your data is always up to date. You can also import your formulas to give more comprehensive and detailed presentations.

   Conclusion

   The reason Atlassian decided to integrate Jira with Excel and Google Sheets is that these platforms remain popular and widely used. Atlassian knows that failing to let people use the tools they know how to use can impair processes and foster bad practice. The fact is that many people are still much more familiar and comfortable with spreadsheet software than they are with Jira. So, the ability to export to Excel and Google Sheets helps people do their work without being forced to adjust to an unfamiliar platform or method.

   At the same time, the desire for keeping everything within Jira is growing. Exporting your Jira data to an external platform creates an information and communication silo and slows the flow of data around the organization. Suddenly the data is no longer being managed inside Jira, but is isolated in a disparate spreadsheet. We’re living in an age where fast digital collaboration has become as necessary as electricity, air, and coffee. But really, fast digital collaboration requires everyone to be on the same page, working with the same tools.

   This is why an Atlassian add-on that allows you to create customized, live reports without leaving Jira is going to be a much better option going forwards. That way you avoid the duplication, redundancies, and bottlenecks that come from having your data in different places. Although continuing to use the tried-and-true Excel and Google Sheets might look like the path of least resistance, in the long run it’s going to cause more problems than it’s worth.

   

   Chris founded three successful startups in Thailand: one was a Scuba Diving School/ Eco-Tourism company dedicated to saving turtles. Once he’d saved enough turtles, he moved back to the UK to pursue his dreams in software.

   It was while working for the Atlassian Platinum Solution Partner Clearvision that Chris met Jacek. The two decided there was a gap in the market for easier-to-use Atlassian tools for Jira and Confluence users who don’t have a clue how to code (of which there are many).

   “If we’re not making mistakes, we’re not trying hard enough.”

   Jira Export to Excel Mini Guide 2023

   

   Jira export to Excel is an integral part of project management process in Jira. If you need to share some info with clients, top-management, or just make use of it yourself to analyze and improve business workflow, use export to Excel option. Jira export to Excel format is the most usable, and desirable type of extracting data today.

   This article contains:

   1. Why export issues from Jira?
   2. How to export Jira issues to Excel?
   3. How to export time tracking data to Excel?
   4. Final thoughts

   Why export issues from Jira?

   Being able to export your Jira issues into the spreadsheet format brings you more flexibility. Here are a few examples of how Jira data can be used further:

   Reason 1. Share information with stakeholders

   It’s common that we need to share project information with clients, top management or other people who are not part of our Jira infrastructure in order to provide them with the reports for the work we do.

   Reason 2. Analyze data with Excel

   If you need to make a deep analysis into your projects and teamwork that Jira reporting doesn’t allow, the means of Excel can help you interpret issue data with formulas and pivot tables.

   Reason 3. Migrate projects

   Even tough migration is always a very painful process, a simple export that can retrieve all of your issue data without losing anything can be super handy.

   How to export Jira issues to Excel?

   Planyway app gives you a great help in visualizing your Jira workflow through the means of timeline as well as provides you with the resource management and time tracking capabilities.

   All Jira data including time records created in Planyway can be exported in the Excel file, which is especially useful as Jira itself doesn’t allow Excel export. Briefly, the export can be done in 2 steps:

   Step 1. Choose what to export

   With Planyway, you may choose what data to export by filtering the view rather than extracting all the data. To export only information you need, set up the following parameters:

   1. Filters. Export issues that are assigned to certain members, tagged with certain labels, or select only certain types of issues and statuses.

   2. View settings. They will allow you to decide whether you’d like to export subtasks, milestones, releases and work log entries or not.

   3. Connected projects. You may connect multiple projects to a single view, which will allow you to export several projects at a time.

   

   Step 2. Create the Excel file

   After you apply the right parameters, click Export and choose between Excel/CSV format and set the date range.

   

   How to export time tracking data to Excel?

   In case you solely need to export time records you get when using time tracking in Planyway, it can be easily done. Just go to the time tracking view and click Export right from there.

   

   Final thoughts

   With Jira export to Excel, you can stop worrying about how to get information out of the tool to process it further. At a few clicks, you can download any data you need from Jira projects, including time tracking detail to analyze it deeper or share with the others.

   Export from Jira to Excel for clearer insights and easier sharing

   

   Microsoft Excel can be a project manager’s best friend. From simple data storage to report generation and complicated calculations, Excel’s functionality is extremely powerful. But it’s only useful if it has the right data—and for many users, that data is stored away inside Jira.

   So how can you combine the insights of Jira data with the calculation power of Excel? And is there an easy way to export issues from Jira to easily share them across your business? We show you how.

   Why export from Jira to excel?

   Think of your Jira issues and data as the single source of truth when it comes to your project management. Because Jira has all your data, it also has the answers to some key questions: How are your teams tracking towards their key performance indicators? When is a project likely to be complete?

   By exporting your Jira issues to a CSV and then opening the CSV in Excel, you’ll get access to all new insights. You’ll be able to manipulate that data, visualise it in interesting ways, and generate custom reports.

   Option A: Perform a Jira export to Excel using Jira’s built-in export feature

   One way to export Jira issues to a CSV for use in Excel is by using Jira’s built-in export feature. To do this:

   1) Go to ‘Filters’ and then ‘View all filters’

   

   2) Select ‘Create filter’

   

   3) Enter a JQL query to bring up the issues you want to export. You can use Jira’s built-in JQL queries for this.

   

   If the built-in queries don’t have what you need and you’re adept at using JQL, you can select ‘Switch to JQL’ and write your own query.

   

   Once you have a query which brings up the issues you want to export:

   4) Click ‘Export’ and ‘Export Excel CSV (all fields)’ or ‘Export Excel CSV (current fields)’

   

   5) Save and open your CSV

   

   Now you’ll have your Jira issues in a CSV, complete with all their fields which you can import to Excel.

   For some users, this functionality is perfect, however it’s not for everyone. One issue with Jira’s built-in export feature is that there’s no way to export your complete issue hierarchy, which is troublesome for teams that use epics, stories and sub-tasks in a hierarchy.

   Currently, there isn’t a JQL query you can use to export your entire hierarchy–but there is a product that can help.

   Option B: Use Hierarchy for Jira to export your entire issue hierarchy to a CSV for use In Excel

   Hierarchy for Jira is a powerful Jira add-on that lets you export your entire issue hierarchy and not just a flat list of issues. It allows you to visualise your JQL searches in a nested tree list and export that tree to a CSV.

   To use Hierarch for Jira to export your issues to a CSV for use in Excel:

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