If your team uses Jira for project management, there certainly have been instances where you needed to export Jira issues to Excel. This could be for further analysis, to share with non-Jira users, or for offline reference. Whatever the reason, exporting Jira issues to Excel can come in handy, and this is exactly what we are going to cover in this blog post. We will guide you through the process in a simple step-by-step manner.
Understanding the Export Function
Jira provides an inherent function allowing users to export issues. However, it is essential to note that the ‘Export Excel’ option was deprecated in Jira Cloud for security reasons, and data can be exported in HTML format instead. You can then open this HTML file in Excel, and it will work just as fine.
Steps to Export Jira Issues to Excel
1. Filter Your Issues
The first step is to filter the issues that you want to export to Excel. To do this, navigate to your ‘Issues’ tab on your Jira dashboard, and click on ‘Search for issues’.
2. Choose the Fields to Display
Next, select the fields you want to display in your Excel sheet. Click on ‘Columns’ at the top right of the issue navigator, and tick the fields you want to include in your export.
3. Exporting the Issues
After filtering your issues and choosing your columns, it’s time to export. Click on the ‘Export’ drop-down, and select ‘Export HTML’.
Here, you have two options: either export ‘All Fields’ or ‘Current fields’. Choose ‘All fields’ if you want to export all issue details, or ‘Current fields’ to only export the fields you have selected in step 2.
Your browser will download an HTML file with your chosen issue details.
4. Opening the HTML file in Excel
Now that you have your HTML file, you can open it with Excel, and it will be displayed just like any other Excel file. To do this, open Excel, click on ‘File’, then ‘Open’, navigate to your downloaded HTML file, and click ‘Open’.
5. Saving the File as Excel
If you want to save your file in the .xls or .xlsx format, click on ‘File’, then ‘Save as’, choose your desired location, select the file type as .xls or .xlsx, and click ‘Save’.
Conclusion
This is how you can export Jira issues to Excel. While it may seem like a workaround, it effectively allows you to get your issue data into an Excel sheet for further analysis or sharing. Stay tuned for more Jira guides and tips!