Document toolboxDocument toolbox

(3.13.X) Export to Excel

Owned by Leo Díaz Murillo
Dec 19, 2023
4 min read

This article will guide you through the process to get Excel reports on Exporter. With it, you will be able to get your issues' information including attachments (only Server), comments, and transitions in a native Excel file with just a few clicks.

Step 1: Go to Exporter from the Jira Issue Navigator and select issues that you want to export

Once you have the results of the filters in the Issue Navigator, click on Exporter Button and Export now or schedule an export

Step 2: Choose issues to export

Once you are in the first Exporter Screen you can uncheck the issues that you don't want to export, by default all the issues are selected and then click on "Continue with # issues"

Step 3: The format selection screen

The next step is to select the format of the export. Between all of them, select Excel and then click on "Continue with # issues"

Step 4: The extra content screen

Select the extra content that you wish to export and then click on  "Continue with # issues"

With Exporter, you can select the extra content that you want:

Attachments

If your issues have attachments, you can include them to download in a separate folder.

Comments
Export the issue's comments. You will see the comment's date, author, and message. Also, you will have the security of the comment Public or Internal and the name of the group or role. For every comment you can see:

  • Date

  • Author

  • Security (Public or Internal)

  • Text

Transitions

Export the workflow trace that each issue follows. For example: perhaps an issue has started in To Do, then it was moved to Doing and it has ended in Done.

  • Initial status date: The date on which the initial status is established.

  • Time in initial status (sec): Time in the initial status before the transition in seconds.

  • Initial status: Initial status of the transition.

  • Final status: Final status of the transition.

  • Transition date: When the transition is done

  • Transition user: The user who did the transition

  • Times: How many times the same transition has been done?

  • Time in final status (sec): Time in the final status before the transition in seconds.

By checking Transition and its approvals, you can also include approvals for each transition with approvals, in this case, this information will be exported:

  • Approval outcome: Approved or Declined ( If it is empty, no approval was required or the necessary approvals have not been executed)

  • Outcome date: Date of the last approval

  • Approver: List of approving users

  • Approver decision: List of decisions for each approver ( If empty, the user has not participated in the approval.)

Step 5: Final check

Check the summary of your export and then click on Export now to start generating and downloading the file. You can also schedule the export.

You will see a Summary screen showing the information that you want to export:

  • Number of issues

  • Format

  • Extra content

The process is pretty fast, but if you are going to export a lot of issues (more than 10,000), it may take a bit longer. But no worry, while you prepare a coffee your export file will be ready, be patient.

 

Step 6: Download

Once the process is finished you will see a confirmation screen. Click on "Download file now" to download the exported file

You can download the file as many times as you wish during the next 10 minutes. After that time, the file will be deleted. If you need to download it again, please generate the file again. Just click on the "Back" button and click on "Export now".

Excel file explanation

1. By default, every row is an issue, but, if you export transitions or comments the rows will be merged and you could have more than one row per issue:

2. Columns are fields, comments data, transition data, or approval data.

3. Comments look like this:

4. Transitions look like this:

5. Approvals look like this:

6. At the end of the file, you can find the original JQL: