Exporting your Jira backlog to Excel can be a breeze if you know the right steps. Here’s a quick overview: you’ll need to filter your backlog in Jira, export the data into a CSV file, and then open that CSV file in Excel. This guide will walk you through each step to make sure your export is seamless and stress-free.
Step by Step Tutorial on How to Export Jira Backlog to Excel
In this tutorial, you’ll learn how to export your Jira backlog and import it into an Excel spreadsheet. This can be useful for detailed reports, presentations, or just having a backup. Let’s get started!
Step 1: Navigate to your Jira Backlog
First, you need to log in to Jira and go to the backlog section of your project.
Once you’re logged into Jira, find your project on the dashboard. Click on the project name, and you’ll be directed to the project’s main page. From there, click on "Backlog" to see all the issues in your project.
Step 2: Apply Filters if Needed
Second, apply any necessary filters to narrow down the list of issues you want to export.
Using filters can help you focus on specific types of tasks or time periods. For instance, you might only want to export bugs or tasks from the last month. To apply filters, use the search bar at the top or select from the filter options on the sidebar.
Step 3: Select Issues for Export
Third, select all the issues that you wish to export.
You can select individual issues by checking the box next to each one, or you can select all visible issues by clicking the box at the top of the list. Make sure you’ve applied the right filters before you do this to avoid exporting unnecessary data.
Step 4: Click on Export Icon
Fourth, click on the "Export" icon, usually located at the top-right corner of the page.
Once you’ve selected your issues, find the export icon. It usually looks like an arrow coming out of a box or just says "Export." Clicking this will open a dropdown menu with different file format options for export.
Step 5: Choose Export Format
Fifth, choose "Export to CSV (current fields)" from the dropdown menu.
In the dropdown menu, you’ll see various export options. Choose "Export to CSV (current fields)" to get your data in a format that Excel can easily read. This will download a CSV file onto your computer.
Step 6: Open CSV File in Excel
Sixth, open the downloaded CSV file in Microsoft Excel.
Navigate to your downloads folder, find the CSV file, and double-click it to open in Excel. You might need to adjust the columns a bit to make sure all the data is visible and properly formatted.
Step 7: Save Your Excel File
Finally, save your newly created Excel file to your desired location.
Once your CSV file is open in Excel and formatted to your liking, save it by going to "File" > "Save As" and choose your preferred location and file format.
After completing these steps, your Jira backlog will be available in an Excel spreadsheet, making it easier to manipulate, analyze, or share.
Tips for Exporting Jira Backlog to Excel
- Use Filters Wisely: Filtering your issues beforehand can save you a lot of time.
- Check Export Settings: Make sure you’re exporting the right fields you need for your analysis.
- Regular Backups: Regularly export your backlog to Excel as a backup.
- Custom Fields: Customize the fields in your Jira backlog to include only the most relevant information.
- Data Cleanup: After exporting, review and clean up the data in Excel for better readability and analysis.
Frequently Asked Questions
Can I automate the export process?
Yes, you can use Jira plugins or third-party tools to automate the export process.
What if the export icon is missing?
If the export icon is missing, check your user permissions or consult your Jira administrator.
Can I export attachments along with the backlog?
No, attachments are not typically included in CSV exports. You’ll need to download those separately.
How frequently should I export my backlog?
It depends on your needs, but regular exports (weekly or monthly) are a good practice.
Can I customize the fields in the CSV export?
Yes, you can customize the fields in Jira’s export settings to include only the data you need.
Summary
- Navigate to your Jira backlog.
- Apply filters if needed.
- Select issues for export.
- Click on the export icon.
- Choose export format.
- Open CSV file in Excel.
- Save your Excel file.
Conclusion
And there you have it! Exporting your Jira backlog to Excel doesn’t have to be a daunting task. By following these simple steps, you can easily transfer your backlog data for more detailed analysis, reporting, or sharing. Regularly exporting your Jira backlog can help keep your projects on track and make your data more accessible to other team members or stakeholders. Now that you’re an expert on exporting Jira backlogs to Excel, why not give it a try and see how it can benefit your workflow? If you found this guide helpful, be sure to check out our other tutorials for more tips and tricks on optimizing your project management processes.
Matt Jacobs has been working as an IT consultant for small businesses since receiving his Master’s degree in 2003. While he still does some consulting work, his primary focus now is on creating technology support content for SupportYourTech.com.
His work can be found on many websites and focuses on topics such as Microsoft Office, Apple devices, Android devices, Photoshop, and more.