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Customers have installed this add-on in at least 712 active instances.
    by Midori Global Consulting Kft.Atlassian Verified
    Midori Global Consulting Kft. is an Atlassian Verified vendor. Verified vendors demonstrate Atlassian standards for add-on quality, reliability, and support.

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    for JIRA Server 7.0.11 - 7.3.8 and more versions
    Versions available for JIRA Server 6.2 - 7.0.10
    Unsupported
    This add-on isn't formally supported, but you can ask a question via Atlassian Answers.

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    JIRA Service Desk
    This add-on is compatible with JIRA Service Desk.
    Unsupported
    This add-on isn't formally supported, but you can ask a question via Atlassian Answers.

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    Data Center
    This add-on is compatible with the clustering and high-availability capabilities of our products.
    JIRA Service Desk
    This add-on is compatible with JIRA Service Desk.
    Get it nowFree add-on

    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

    Create Excel automation rules with some clicks

    Email the generated Excel reports automatically

    Save the generated Excel exports automatically

    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.).

    ☛ More

    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.

    ☛ More

    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

    More details

    Excel Automation Plugin allows generating, exporting and emailing Excel spreadsheets from JIRA issues, by integrating the Better Excel Plugin for JIRA with the JIRA Automation Plugin.

    Note: both those plugins must be installed before this can be enabled!

    ☛ EXCEL AUTOMATION TUTORIAL

    Supported triggers:

    • Periodic, scheduled execution (CRON)
    • Execution on issue events (created, updated, commented, work logged, etc.)

    Send Excel action's configuration:

    • Excel template
    • Target email addresses
    • Email subject
    • Email body text

    Save Excel action's configuration:

    • Excel template
    • Target file-system path

    Attach Excel action's configuration:

    • Excel template
    • Target issue

    Optimize your processes by sending 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 to Dropbox, or publish Excel spreadsheets to any public directory.

    — Need some help? https://midori.zendesk.com/

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    Pricing

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    Versions

    Version 3.0.0 JIRA Server 7.0.11 - 7.3.8 Released 2017-06-22

    Summary

    Support for Automation Lite for JIRA 3.0.0 and Automation for JIRA 3.0.0.

    Details

    Code Barrel took over the old Automation Plugin for JIRA from Atlassian in March 2017 and renamed it to Automation Lite for JIRA. Its latest release 3.0.0 is built from their next generation codebase, which is the same codebase that is the foundation of Code Barrel's paid automation add-on called Automation for JIRA.

    Excel Automation Plugin for JIRA supports both the old Automation Lite codebase and the new one, but you must be careful about the versions.

    • If you use Automation Lite for JIRA 3.0.0 or newer: use Excel Automation Plugin for JIRA 3.0.0 (upgrade to this release!)
    • If you use Automation for JIRA 3.0.0 or newer: use Excel Automation Plugin for JIRA 3.0.0 (upgrade to this release!)
    • If you use Automation Lite for JIRA pre-3.0.0: use Excel Automation Plugin for JIRA 2.1.0 (do *not* upgrade to this release!)

    Bugfixes

    • Fixed: Emails created by the "Send Excel" action are sent even if emailing is disabled globally

    Installation

    1. Log into your JIRA instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
    3. Click Find new add-ons from the left-hand side of the page.
    4. Locate Excel Automation Plugin for JIRA (XLSX) via search. Results include add-on versions compatible with your JIRA instance.
    5. Click Install to download and install your add-on.
    6. You're all set! Click Close in the Installed and ready to go dialog.

    To find older Excel Automation Plugin for JIRA (XLSX) versions compatible with your instance, you can look through our version history page.

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