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What is Profields?

(supported since Better Excel Exporter 4.3.0)

Profields is the project administration app for Jira that enables adding custom fields to projects, such as due dates, budgets and supervisors.

Profields integration features

  • You can export the Profields-managed issue custom field types to which the Profields-managed project custom fields are mapped to. The supported project custom field types include Date, Duration, Group, List, Number, Priority, Project, Status, Text and User to Excel. (Cumulative and Script are not supported, as those cannot be mapped to issue custom fields.)

Tutorial video

After mapping the project custom fields to issue custom fields (using the standard Profields feature), the Better Excel Exporter app transparently exports those to Excel:

Export samples

Issues with Profields custom fields

This export contains issues from multiple projects, with the Profields-managed data of their encompassing projects (column E-L). Note that the Profields values are exported with the precise data types (numbers, dates, etc.).

jira-profields-issue-export.xlsx

Projects with Profields custom fields

Not only issues, but also projects can be exported to Excel (using this technique). If you have a large number of projects, it offers an easy way to search, share and transfer project information between stakeholders or IT systems.

jira-profields-project-export.xlsx

Profields project report

You can also create powerful cross-project, program- and portfolio reports from Profields data. This example contains pivot charts to visualize the project status distribution among projects, the project costs, and the relationship between those (cost by status).

jira-profields-report.xlsx

Configuration

Exporting Profields custom fields for issues

Please note that the Profields-managed custom fields are primarily attached to projects (not to issues). To make them available also for issues, map the project fields to Jira issue custom fields by using the Map into a Jira issue custom field option (in the Special options dropdown at Profield field settings).

After this, Better Excel Exporter will automatically recognize the issue custom fields to which the project custom fields are mapped to, and export them accordingly.

Exporting Profields custom fields for projects

In another Profields-related use case, you want to export the projects (not issues) and their custom fields to Excel. Although the default export types offered by Better Excel Exporter primarily focus on issues, exporting project is also possible with an easy workaround.

Steps:

  1. Open Issue Navigator.
  2. Select exactly one issue from each project you want to export. (See the next section for techniques.)
  3. Show the Project column.
  4. Show the columns with those Profields-managed fields that you want to export.
  5. Hide all issue-specific columns (like Summary and such).
  6. At this point, there is one project in each line and there are only project-dependent columns shown. Export using the "Better Excel (Current fields)" option in the Export drop-down menu.
  7. Voila, you have just exported your projects to Excel!

All right, but how to select the issues as in step 2 above?

  1. If you want to export only a couple of projects, you can write a JQL by enumerating the first issue keys in those:
    key IN (FOO-1, BAR-1, BAZ-1) ORDER BY project
    This is simple, but it is painful for a larger number of projects.
  2. If you want to make it more automatic, introduce a new issue type that represents projects, and give it some intuitive name, e.g. "Project Object". Then, create exactly one instance of this issue type in each project. Having that, a JQL query like this will return that single issue from each project:
    type = "Project Object" ORDER BY project
    Note that it will work for any number of projects until there is one "Project Object" type issue created in those.
  3. If you need more flexibility, write a short Groovy script that receives the issue collection as input, iterates over it, only leaves one issue per project and removes the rest, and returns the resulted collection to the template.

Learn more about Profields