Can the global search result be schedules in excel/.csv format?
Asked by Anna Shen:

I have created a filter in our JIRA. I understand that a filter can be scheduled through email for any time, but i want to export as excel or .csv file format and schedule this file to some FTP address. Is it doable?


Answers:
author: Dave Liao
body: Hi Anna! This isn't possible with native Jira functionality.

What is your team trying to solve for? If you got this working, what would be done with the collection of exported spreadsheets/CSVs?

comments: author: Anna Shen
body: Hi Dave, thanks for responding. Initially we are trying to figure out how we can filter by assignee and by month for a saved filter within a gadget in dashboard. Then i figured out without any plug in, i will not be able to filter by assignee or by month within a single saved filter.

Then my next approach is trying to get an global data search result, export to an excel or csv file and FTPed to some location every month so that our data warehouse or tableau can pick up the excel and massage the data whatever way we want.

Does that make sense? please point me to the right direction if there is other option available to solve my challenge here.


author: Dave Liao
body: No problem!

What's the question you're trying to answer? Ticket assignee by month? Can you rephrase your goal?

Who needs to see this data?

There *are* add-ons to connect Jira and Tableau, if you want to go that route...


author: Anna Shen
body: For auditing purpose, our finance team needs to see at a high level for each month, each assignee has worked on what tickets. So I created a filter for them to include all tickets in JIRa with specific columns. but i want them to be able to filter by month and by assignee. In the dashboard, creating issue filter gadget does not work since they cannot be filtered within the gadget.

So the alternative approach i'm thinking is to get a data dump from JIRA and auto saved in our Finance shared drive. Once they get the excel, they can filter by themselves.

My last option but not preferred is that save and share the filter and let our finance team to go directly in JIRA to filter by themselves. But is there any way that when they get my link and come in JIRA, my saved columns will also display for them?


author: Dave Liao
body: Ahh, this is good context.

I suggest creating an issue filter that pulls the issues Finance wants insight on. Monthly, a Financial analyst can run the issue filter. Teach them how to adjust the filter to pull issues between two specific dates.

This will avoid the piling of data on a fileshare somewhere. If Finance can pull what they need *on-demand* from Jira - then export the data and massage in their tool of choice - everyone wins.

Long-term: If you want to augment reporting within Jira, consider [eazyBI](https://marketplace.atlassian.com/apps/1211508/eazybi-reports-and-charts-for-jira-cloud?hosting=cloud&tab=overview). (Normally I would also recommend Rich Filters for Jira, but that add-on doesn't have a Cloud version yet...)


author: Anna Shen
body: Thank you Dave. i guess i will have to go with the route to train FAs. Will also look into eazyBI. Thanks for quick reply.

comments: author: Dave Liao
body: My pleasure!


Tags: cloud

confluence-cloud