How to automatically export one issue and its subtasks daily?

[Maya Kirkby]

I need to export a list of the subtasks and their statuses in one issue. I would like to do it daily so that key users can see progress. Is there a way to to automate this and send it directly to those key people? And is it possible to include the overall progress bar in the email?

[Esther Strom · Accepted solution]

Hi, @Maya Kirkby - welcome to the Community!

There are a few ways to get your ticket info emailed to users, although I'm not aware of a way to include a progress bar.

The first way is with a filter subscription. You can create a saved filter that's shared with the users who need to receive emails that contains your issue and its subtasks, then create a subscription and add the users to it. They will get an email with a list of all the tickets on a schedule you specify. 

Your filter JQL would look something like this:

project = "EC" and (issuekey = EC-2 OR parent = EC-2) ORDER BY created DESC

You could also use the same filter with a scheduled automation rule. 

[Aron Gombas _Midori_]

@Maya Kirkby You can automate this and any other report with our two automation apps. The result can be much richer and more useful than just a raw issue list:

What are your options?

1. Excel automation: you can create an Excel template that includes the issues and the progress bar, too (software project report samples).
2. PDF automation: you can create a PDF template that includes the issues and the progress (project status report samples), or create a standard Jira dashboard with two gadgets and email it daily (dashboard samples).

Both approaches work very well for periodic updates. It really depends on the receivers' preference which format you should chose.

(Discl. these paid and free apps are developed and supported by our team.)

[Trudy Claspill]

Hello @Maya Kirkby 

Welcome to the Atlassian community!

Are the people to whom you want to send the information already licensed users of the Jira product with permission to view the issue?

If so, then you could set up a Saved Filter, share the filter with those users, and have the users subscribe to the filter to receive the list by email on a scheduled time period. If the users all belong to a User Group, and you have the Global Permission for Manage Group Filter Subscriptions, then you can set up a subscription to be sent to all members of the group.

You can find more information about saving, sharing and subscribing to filters here:

https://support.atlassian.com/jira-software-cloud/docs/search-for-issues-in-jira/

If the users are not licenses users of Jira with permission to view the issues, then you could use an Automation Rule to retrieve the issues at a repeating scheduled time and send the desired users an email of the data. Automation Rules can be created only by Administrators of Projects.

There is no option for showing a progress bar in the email with native functionality. I have not researched if there is a third party app that could add that.

[Ivan Garcia {Appfire}]

Hi @Maya Kirkby 

I think subscribing to a filter is the best out-of-the-box alternative.

However, if you're looking for a more efficient flow, I'd recommend you give a try to our app Dashboard Hub Pro.

You'd be able to create powerful dashboards by using custom charts, formulas, and dozens of metrics from 15+ product integrations - these dashboards can then be externally shared with password-protected links.

With this approach, your stakeholders would be able to access real-time data whenever they need – instead of a single glimpse of static data a day.

I hope it helps! Please remember you can try it free for 30 days.

[Mohamed Benziane]

Hi,

You could create

- subscription

- automation rule

- a dashboard if those user have an access to Jira