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If you use Jira as your project management tool, you may find yourself needing to export data to an Excel file for further analysis or reporting. The good news is that Jira has built-in capabilities to facilitate this task. In this article, we will walk you through the steps of exporting data from Jira to Excel.
Prerequisites
Before we proceed, please ensure that you have the necessary permissions to export issues in Jira. If you don’t have permission, you’ll need to request it from your Jira administrator.
Step-by-Step Guide to Exporting from Jira to Excel
Step 1: Navigate to the Issue Navigator
First, you need to access the Issue Navigator in Jira. You can do this by clicking on “Issues” in the main navigation bar, then selecting “Search for issues.”
Step 2: Configure Your Search
From there, you can configure your search to display the issues that you want to export. You can filter the issues based on project, issue type, status, assignee, and other fields. Click on the “Search” button to get the list of issues.
Step 3: Export the Issues
Once you have your list of issues, click on the “Export” button in the top-right corner of the Issue Navigator. A dropdown menu will appear with multiple export options.
Step 4: Choose the Excel Export Option
From the dropdown menu, choose “Excel CSV (All fields)” or “Excel CSV (Current fields)” depending on your needs. “All fields” will export all the data related to each issue, while “Current fields” will only export the data fields currently displayed in your Issue Navigator.
Step 5: Save the CSV File
You will be prompted to save the CSV file on your computer. Save the file in your chosen location.
Step 6: Open the CSV File in Excel
Finally, you can open the CSV file in Excel and start analyzing your issue data.
Additional Tips
If you want to regularly export your data from Jira to Excel, you might want to save your filter for future use. To do this, click on the “Save as” button in the Issue Navigator, name your filter, and click on “Submit”. The next time you want to export data, you can simply load your saved filter and export the data to a CSV file.
Conclusion
Exporting data from Jira to Excel is a straightforward process that can provide valuable insights into your projects. Whether you need to create custom reports, analyze issue trends, or share data with stakeholders, the ability to export data from Jira to Excel is a powerful tool for any project manager.
Happy exporting!