How to Export report and send to users through Email automatically.

[Vimal G]

Hi,

I need to send the Jira reports to the users on daily basis. So please suggest how to send the report to the users automatically on daily basis.

[Trudy Claspill]

Hello @Vimal G 

Welcome to the Atlassian community.

What report do you want to send?

If you want to send a list of issues, you can create and save a Filter that selects the issues. You can share the filter with users and they can subscribe to it to receive the results periodically via email.

[Stephen_Lugton]

You could expand this to add your users to a group and subscribe the group to the filter.

This would need to be set up by an org admin: https://support.atlassian.com/user-management/docs/create-groups/

[Vimal G]

Thanks Trudy & Stephen

I tried with the help of filters and subscription, but i need to send the issue report in excel or csv file automatically to the user.

[Trudy Claspill]

Why does the format need to be Excel or CSV?

Jira Cloud can't do that natively. That would require a third party app.

Here are some posts that mention apps you might consider.

https://community.atlassian.com/t5/Jira-questions/How-to-Export-my-filter-to-Excel-Automatically-Once-day/qaq-p/1031199

https://community.atlassian.com/t5/Automation-questions/How-do-I-automate-a-periodic-export-of-filtered-Jira-data-to-a/qaq-p/2210788

[Vimal G]

Hi Trudy,

Thanks for the reply, will check it up.

Thanks

Vimal G

[Igor Medeiros - Modus Create]

Hi @Vimal G

If you are open to using 3rd-party applications, our app Notification Assistant for Jira can help you with this scenario.

It allows you to create fully customizable notification schemes and templates.

• You could create a notification rule similar to the one below, where you'll place your JQL query:

• This notification then, will result in the following email:
  

Since the apps allows you to build your own templates, you can choose whether to add any data or sending just the csv file.

Feel free to reach out if you'd like to know more.

Best,
Igor Medeiros