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Automated weekly success reports in Jira?

mike.boutwell
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March 3, 2022

Hello,

We have a small team using Jira for project and workstream reporting. Currently, we have weekly meetings to summarize all that was done in terms of success and important topics that senior management should know. Of course, this is time consuming.

What we'd like to move to is a reporting mechanism where a portion of key topics is input into a final report within Jira or extracted/sent via email. 

I am aware of some of the reporting tools Jira has in a basic level, but is there a way to compile or get an automated report in Jira of specific tasks going on rather than all tasks? 

The main point is that we would like to eliminate the meetings to discuss the points completely and just focus on the summary of what we have going on and their respective statuses. 

2 answers

1 vote
mike.boutwell
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March 3, 2022

Thanks for the reply but what I am looking for is a simplistic overview like this:

 

Topic 1

a

b

c

 

Topic 2

a

b

c

 

And so on. This should be extracted from the weekly activities and be a new and separate issue with the summary in the description...

Piyush A (STR)
Community Champion
March 4, 2022

An overview like such would be NOT OUT OF BOX. But you can relay with the Filter Subscription (https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4) wherein you create filter name as Desired Topic (I guess that would be an Epic) and the issue in it would be sent via Subscription.
Here, you can send mail with the Description, Summary and other details (Priority, Assignee, etc)

Let's change the requirement here:

* If you've third party enabled apps (Scriptrunner/Jira Automation) and does have 'Slack' - then you can get the filter data sent to the Slack channel in a JSON format

* If you have a scheduling system (Unix/Powershell)  which is kept on always, create a script that would fetch the filter data (or the issues)using rest API and then using scripts (shell/powershell) feed that into an pdf/word/excel and send it to the required email address using cron job.

0 votes
Piyush A (STR)
Community Champion
March 3, 2022

Hi, That would be more with Plugins; but have you tried with Filter Subscription? 

I am unaware of a straightforward approach without plugins. You can copy the CSV export URL of the filter and use them in power BI to automate reports.

Filter subscriptions can get you emails, but not with excel attachments.

There is a feature request - https://jira.atlassian.com/browse/JRACLOUD-36645

 

Plugins would be useful if you have:

* ScriptRunner

* EazyBi

Lauma Cīrule
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March 3, 2022

Hi,

@Piyush A (STR), Thank you for suggesting eazyBI!

@mike.boutwell, If you would be interested in a third-party app for reporting, you can check out eazyBI. Here are some example reports on issue level reporting: https://eazybi.com/accounts/1000/dashboards/4553-jira-issues.

Once you have built the reports or dashboards, you can publish them in the Jira dashboard or subscribe to get an export to e-mail. See more sharing options here: https://docs.eazybi.com/eazybi/publish-reports.

Let me know if you have further questions regarding eazyBI!
Lauma / support@eazybi.com

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