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Using Jira as a Sales [Tickets] CRM, can we extract the information in a compliled excel format?

Michael-Patrick Azar February 14, 2019

So we issue the type under prospects and put all the information needed. We also update on it, comment on it. I was wondering, with all the information that we have on it [that is constantly being update] is there a way of downloading an excel sheet with everything organized [title, summary, issuance...etc]? that is automatically updated every time anything is added on it, hence allowing you to download an updated version throughout the year. 

1 answer

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Matt Doar
Community Champion
February 14, 2019

There is an Export to Excel option in most versions of Jira

Michael-Patrick Azar February 14, 2019

Where would you usually find that?

Matt Doar
Community Champion
February 14, 2019

In the Search Results page, under Export. Though I only have CSV not Excel in Jira Server 7.6.9

Michael-Patrick Azar February 14, 2019

Yeah same, found only CSV, thanks though

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