Monthly reports

Monthly Reports is designed to help PMOs and project stakeholders track key metrics effortlessly. Instead of building custom filters or navigating through Jira’s complexity, you can 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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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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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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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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What can you expect to receive?

Hay tres report templates disponibles:

PMO - Project Status Overview

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

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

PMO - Last Month Activity

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

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

PMO - Last Month’s Closures

ULast but not least,

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