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What is Jira Software?

(supported since Better Excel Exporter 1.1.0)

Jira Software is the Scrum and Kanban solution for Jira.

Jira Software integration features

  • You can export Excel reports directly from the Backlog (with all the issues in a sprint or in the backlog), Scrum Board and Kanban Board views (with all the issues in a column).
  • You can export the Jira Software-managed custom field types, like Sprint, Epic, Story Points, etc. to Excel.
  • You can export the Jira Development Integration app managed custom field called Development (which stores branch, commit and pull request information) to Excel.
  • Better Excel Exporter also offers a ready-made report template to report story points by projects, assignees, sprints and epics. Although this is useful as is, this can also be used as a starting point to create custom Excel reports from Jira Software data.

(Need more features? Tell us in a support ticket!)

Jira Software integration vs. the Jira Software built-in Excel exports

You may want to ask: if Jira Software has a built-in Excel export feature, why would you use another app for the same?

While the Jira Software built-in Excel exports may be sufficient for basic use cases, the Better Excel Exporter integration is more powerful in, at least, these:

If at least one of these is important for you, give the app a try.

Tutorial video

Watch how easy it is to export issues from the backlog to Excel or create in-depth pivot reports from Jira Software data:

Exporting Jira issues from agile boards to Excel
Exporting Jira issues from agile boards to Excel

Jira Software Excel export samples

Epic status report

Epic status report

In this Jira Software report you can see the story point distribution among epics, colored by the states of the issues in that epic. The Excel stacked bar chart indicates the relative sizes of the epics and also their current progress status. It is just one example of the unlimited aggregations you can create using various fields (both Jira Software specific and general ones).

jira-software-agile-report.xlsx

Distribution of story points

Distribution of story points

Story points are visually totaled by Jira issue status and among developers. This Excel report gives a quick answer to the most frequent questions of how much work is assigned to, is being worked on and is competed by each developer?

jira-software-agile-report.xlsx

Sprint size comparison

Sprint size comparison

This one-dimensional pivot pie chart compares the relative sizes of multiple Jira agile sprints. It aims to ensure that the work assigned to sprints is realistic, without major deviations from the team's average velocity.

jira-software-agile-report.xlsx

Bitbucket development report

Bitbucket development report

This development overview report contains Jira user stories, bugs, development tasks with their base fields plus the development information for each. The development information is automatically loaded from the Bitbucket Server, Bitbucket Cloud and GitHub instances linked to Jira. The development information includes the number of branches, the number of commits, and the number and status of pull requests related to the given issue.

bitbucket-development-report.xlsx

Configuration

Configuring the Jira Software Excel views

Note that the Jira Software custom fields will be available in every Excel view. There are additional views that are specific to Jira Software and are disabled by default. Don't forget to activate those!

Steps:

  1. Login to Jira as administrator.
  2. Go to Apps → Manage your apps → Excel Views (under Better Excel Exporter).
  3. Click the view Jira Agile Report (Excel).
  4. Check the contexts (screens) in which you want this integration be available. (If unsure, check Issue Navigator at least.)
  5. Click Save.

Configuring the Jira Software custom fields

There is nothing to do. Better Excel Exporter will automatically recognize the Jira Software managed fields and export them accordingly.

Configuring the Jira Software Excel report templates

The template jira-agile-report.xlsx contains placeholders for Jira Software managed custom fields, which should be correctly configured before generating reports.

Steps:

  1. Login to Jira as administrator.
  2. Go to Administration → Add-ons → Excel Templates.
  3. Download the template jira-agile-report.xlsx.
  4. Open the file in Microsoft Excel for editing.
  5. Go to the last worksheet, check the cells in the second row that contain an expression like ${fieldHelper.getFieldValue(issue, "customfield_10123")}. Replace the placeholder custom field ID customfield_10123 with the actual ID of that custom field (see this section for help). For instance, if the ID is 10456 in your Jira instance, then change the expression to ${fieldHelper.getFieldValue(issue, "customfield_10456")}.
  6. Repeat this for the following columns: Epic (Link), Sprint, Business Value, Story Points and Flagged.
  7. Save the Excel file (do not change its name!) and upload that to Jira.
  8. For testing, go to Issue Navigator. Export an Excel file with the Jira Software (Excel) view, and check whether the cell values are correctly exported in the last worksheet.
    If those are, you are done.
    If not, check the custom field IDs again in the template.

(Please note that this is easy, and you have to configure this only once.)

Learn more about Jira Software