Monthly reports

Monthly Reports is a new feature in Exporter designed to help PMOs and project stakeholders track key metrics effortlessly. Instead of building custom filters or navigating through Jira’s complexity, you can now generate scheduled reports based on predefined templates tailored for portfolio oversight, team performance, and project visibility.

These reports are fully integrated with Exporter and are delivered monthly in your preferred format (Excel or CSV), giving you a reliable overview of your work without manual effort.

How to configure a Monthly report?

Navigate to the Exporter home page, where you will encounter a card labelled "Monthly Report."

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From the three available templates, choose the one that best suits your needs, and then click on the “Create Monthly Report” button to proceed.

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Select the report template

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Click on “Ceate monthly report” button

The configuration modal will appear, allowing you to choose the desired format or add metadata. Additionally, you will have the option to specify when you would like to receive the report, including the specific day of each month and the preferred time.

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Configuration modal

To complete the configuration, simply click on the "Schedule export" button, and your setup will be finalized.

How can I edit it?

To edit, export, or delete the report, simply navigate to the “Scheduled exports” tab on the Exporter homepage.

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Scheduled exports tab

Locate your report in the table and click on the three-dot icon button.

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Clicking this button will reveal a menu containing several actions: you can pause the report, edit it, export it immediately, or delete it.

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More actions menu

What can you expect to receive?

Hay tres report templates disponibles:

PMO - Project Status Overview

Get a quick overview of the status of active issues by project at the end of the month.

You will receive a table detailing the list of updated issues, organised by projects. The table will include the following columns: Issue Key, Summary, Status, Priority, Assignee, Issue Type, Project, and Updated. See the example below.

PMO - Issues Worked on Last Month

Analyze in which issues have been working on and show the total time spent on each of them.

You will receive a table detailing the issues worked on las month, organised by project. The columns included will be: Issue Key, Summary, Issue Type, Assignee, Time Spent, and Project. See the example below.

PMO - Issues Closed Last Month

Understand what deliverables have been recently completed, by project.

You will receive a table detailing the issues closed last month, organised by project. The columns included will be: Issue Key, Summary, Issue Type, Assignee, Resolution, Resolved and Project. See the example below.