Export Jira Board To Excel: A Step-By-Step Guide

Jira is a powerful project management tool used by many teams to track and manage their work. However, sometimes you may need to export your Jira board to Excel for reporting, analysis, or other purposes. Exporting your Jira board to Excel can help you to easily share data with stakeholders, create custom reports, or perform advanced data analysis.

In this article, we will guide you through the step-by-step process of exporting your Jira board to Excel. We will cover the different methods of exporting data from Jira, including using the built-in export feature, using third-party add-ons, and using Jira's API.

Why Export Jira Data to Excel?

Before we dive into the process of exporting your Jira board to Excel, let's explore some reasons why you might want to do so. Here are a few scenarios:

• Reporting and Analysis: Excel is a powerful tool for data analysis and reporting. By exporting your Jira data to Excel, you can create custom reports, perform data analysis, and gain insights into your project's performance.
• Data Sharing: Exporting your Jira data to Excel makes it easy to share data with stakeholders who may not have access to Jira. You can share Excel files via email or other collaboration tools.
• Customization: Excel allows you to customize your data to suit your needs. You can create custom charts, tables, and reports using Excel's built-in features.

Method 1: Using Jira's Built-in Export Feature

Jira provides a built-in export feature that allows you to export your board data to Excel. Here's how to do it:

Step 1: Access Your Jira Board

1. Log in to your Jira account and navigate to the board you want to export.
2. Click on the three dots (⋯) at the top right corner of the board and select "Board settings".

Step 2: Configure Export Options

1. In the Board settings window, click on the "Export" tab.
2. Select the "Excel" format from the dropdown menu.
3. Choose the columns you want to export. You can select all columns or choose specific ones.
4. Set the export scope to "All issues" or "Filtered issues" depending on your needs.

Step 3: Export Your Data

1. Click on the "Export" button to start the export process.
2. Jira will generate an Excel file containing your board data.
3. Download the file to your computer.

Method 2: Using Third-Party Add-ons

There are several third-party add-ons available that can help you export your Jira data to Excel. Here are a few popular ones:

• Excel Exporter for Jira: This add-on allows you to export your Jira data to Excel with customizable templates and formatting options.
• Jira Excel Connector: This add-on enables you to connect your Jira instance to Excel and export data in real-time.

To use these add-ons, follow these general steps:

Step 1: Install the Add-on

1. Go to the Atlassian Marketplace and search for the add-on you want to install.
2. Click on the "Install" button to download and install the add-on.

Step 2: Configure the Add-on

1. Follow the add-on's documentation to configure it according to your needs.
2. Set up the export options, such as the columns you want to export and the export format.

Step 3: Export Your Data

1. Use the add-on to export your Jira data to Excel.
2. The add-on will generate an Excel file containing your board data.

Method 3: Using Jira's API

Jira provides an API that allows you to export your board data programmatically. Here's how to do it:

Step 1: Get Your API Token

1. Go to your Jira account settings and click on "API tokens".
2. Generate a new API token and copy it.

Step 2: Use the API to Export Your Data

1. Use your preferred programming language to make API calls to Jira.
2. Use the API to retrieve your board data and export it to Excel.

Gallery of Export Jira Board to Excel

Frequently Asked Questions

We hope this article has helped you to understand the different methods of exporting your Jira board to Excel. Whether you use Jira's built-in export feature, third-party add-ons, or Jira's API, exporting your board data to Excel can help you to gain insights into your project's performance and make data-driven decisions.