
Export and email custom Excel spreadsheets from Jira periodically (scheduled reports) or on issue created/updated/etc. events
Export and email custom Excel spreadsheets from Jira periodically (scheduled reports) or on issue created/updated/etc. events
Automate your workflows with Excel reporting: generate custom Excel spreadsheets periodically (ex: "every weekday 06:00AM") or at issue events (ex: issue created, updated, commented, work logged, etc.).
Configure which Excel template to use, target email addresses, email subjects and body texts.
Use static values or template variables like "issue creator" or "issue assignee", for any parameter.
Store the XLS/XLSX files in your filesystem at dynamically generated paths.
Publishing to a network drive? Backing up to a Dropbox-synced folder? We support them all.
Automate your workflows with Excel reporting: generate custom Excel spreadsheets periodically (ex: "every weekday 06:00AM") or at issue events (ex: issue created, updated, commented, work logged, etc.).
Configure which Excel template to use, target email addresses, email subjects and body texts.
Use static values or template variables like "issue creator" or "issue assignee", for any parameter.
Store the XLS/XLSX files in your filesystem at dynamically generated paths.
Publishing to a network drive? Backing up to a Dropbox-synced folder? We support them all.
More details
Better Excel Automation allows generating, exporting and emailing Excel spreadsheets from Jira issues, by integrating Better Excel Exporter with Automation Lite.
Note: both those apps must be installed before this can be enabled!
PRODUCT OVERVIEW | USER MANUAL
Send automatic SLA pivot reports to your Service Desk team, custom XLS/XLSX reports or timesheet analytics to your management.
Periodically re-import files to Salesforce CRM, create backups in the cloud, or publish Excel spreadsheets to any public directory.
Supported triggers:
- Periodic, scheduled execution (CRON)
- Execution on issue events (created, updated, commented, work logged, etc.)
Send Excel action's configuration:
- Excel template
- "To"/"Cc"/"Bcc" email addresses
- Email subject
- Email body
Save Excel action's configuration:
- Excel template
- Target file-system path
Attach Excel action's configuration:
- Excel template
- Target issue
☛ Also generating business documents from Jira? Check out our PDF exporter app!
More details
Better Excel Automation allows generating, exporting and emailing Excel spreadsheets from Jira issues, by integrating Better Excel Exporter with Automation Lite.
Note: both those apps must be installed before this can be enabled!
PRODUCT OVERVIEW | USER MANUAL
Send automatic SLA pivot reports to your Service Desk team, custom XLS/XLSX reports or timesheet analytics to your management.
Periodically re-import files to Salesforce CRM, create backups in the cloud, or publish Excel spreadsheets to any public directory.
Supported triggers:
- Periodic, scheduled execution (CRON)
- Execution on issue events (created, updated, commented, work logged, etc.)
Send Excel action's configuration:
- Excel template
- "To"/"Cc"/"Bcc" email addresses
- Email subject
- Email body
Save Excel action's configuration:
- Excel template
- Target file-system path
Attach Excel action's configuration:
- Excel template
- Target issue
☛ Also generating business documents from Jira? Check out our PDF exporter app!
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Midori Global Consulting Kft. provides support for this app.
Midori Global Consulting Kft. provides support for this app.
Vendor support resources
Find out how this app works.
Community discussions connect you to the vendor and other customers who use this app.
Atlassian-hosted discussions connect you to other customers who use this app.
Vendor support resources
Find out how this app works.
Community discussions connect you to the vendor and other customers who use this app.
Atlassian-hosted discussions connect you to other customers who use this app.
Versions
Version 5.1.0 • Jira Server 7.1.0 - 8.16.0 • Released 2020-10-22
Summary
Cc/Bcc addresses, HTML emails, support for Dropbox, Google Drive and OneDrive
Details
This release implements the majority of the open feature requests. It also comes with streamlined dependency handling (that makes the installation procedure more bullet-proof) and a couple of smaller improvements and bugfixes.
New in this release
- "Send Excel" action supports "Cc" and "Bcc" addresses.
- "Send Excel" action supports HTML emails.
- Saving Excel files to Dropbox, Google Drive and Microsoft OneDrive.
Improvements
- "Save Excel" action shows a configuration example for saving the XLSX file to Windows network locations.
- The "#cfValue" and "#cfValueInline" macros have been extended to support more custom field types.
Bugfixes
- Fixed: The resulted XLSX filenames contain certain characters in HTML-encoded format.
- Fixed: "Attach Excel" action does not accept blank "File name" (but it should).
Versions
Version 5.1.0 • Jira Data Center 7.1.0 - 8.16.0 • Released 2020-10-22
Summary
Cc/Bcc addresses, HTML emails, support for Dropbox, Google Drive and OneDrive
Details
This release implements the majority of the open feature requests. It also comes with streamlined dependency handling (that makes the installation procedure more bullet-proof) and a couple of smaller improvements and bugfixes.
New in this release
- "Send Excel" action supports "Cc" and "Bcc" addresses.
- "Send Excel" action supports HTML emails.
- Saving Excel files to Dropbox, Google Drive and Microsoft OneDrive.
Improvements
- "Save Excel" action shows a configuration example for saving the XLSX file to Windows network locations.
- The "#cfValue" and "#cfValueInline" macros have been extended to support more custom field types.
Bugfixes
- Fixed: The resulted XLSX filenames contain certain characters in HTML-encoded format.
- Fixed: "Attach Excel" action does not accept blank "File name" (but it should).
Installation
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate Better Excel Automation for Jira via search. Results include app versions compatible with your Jira instance.
- Click Install to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.
To find older Better Excel Automation for Jira versions compatible with your instance, you can look through our version history page.
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate Better Excel Automation for Jira via search. Results include app versions compatible with your Jira instance.
- Click Install to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.
To find older Better Excel Automation for Jira versions compatible with your instance, you can look through our version history page.