If you want to export issues in Jira to a csv for use in Excel, there are a few options available to you. One way is to export your issues using Jira’s built-in export feature.
If this doesn’t meet your needs there are 3rd party plugins which can help fill the gaps.
Why Export Your Jira Issues to Excel?
Excel is a great way to store data and generate reports.
You can perform calculations, visualise your data with charts and much more.
Your Jira tickets are where the data is. It is the source of truth when it comes to your project management. It has the answers to a number of questions.
How are your teams tracking towards their key performance indicators? When is a project likely to be complete?
The ability to export your Jira issues to a csv and bring them up in Excel opens you up to a range of insights. You have the ability to manipulate that data, visualise it in interesting ways and generate custom reports.
1) Use Jira’s Built-in Export Feature to Export Issues To a CSV For Use In Excel
This is the simplest way to export your Jira issues to a csv for use in Excel.
To do this:
1) Go to Filters and View All Filters.
2) Select Create Filter.
3) Enter a JQL query which brings up the issues you want to export.
You can use Jira’s built-in JQL queries to bring up the issues you need.
If these built-in queries don’t have what you need and you’re adept at using JQL, you can select Switch to JQL and write your own query.
Once you have a query which bring up the issues you want to export:
4) Click Export and Export Excel CSV (all fields) or Export Excel CSV (current fields).
5) Save the CSV where you want.
6) Open your CSV.
Now you should have your Jira issues in a CSV, complete with all their fields which you can import to Excel.
If this has everything you need you can stop here.
One issue with this approach is there’s no way to export your complete issue hierarchy.
Many teams use Epics, Stories and Sub-tasks in a hierarchy. How do you export your Epics while also exporting all your Stories and Sub-tasks under each level?
At the moment there isn’t a JQL query you can use to export your entire hierarchy.
We created a solution to this.
2) Use Agile Docs to Export Your Entire Issue Hierarchy to a CSV for Use In Excel
If you want to export your entire issue hierarchy and not just a flat list of issues, we created Agile Docs.
Agile Docs lets you visualise your JQL searches in a nested tree list and export that tree to a csv.
To export your issues to a csv for use in Excel with Agile Docs:
1) Select Apps and Agile Docs from the menu bar.
2) Click Select Project or Filter and scroll down to Saved Filters.
To save your JQL search as a filter see Save Your Search As A Filter.
3) Select the filter which contains the issues you want to export.
4) Click Export CSV.
5) Select where you want to save the CSV.
6) Open Excel and import your CSV.
This is a great option if you want to export more than just a flat list of issues.
Try out Jira’s built-in export feature or Agile Docs next time you want to export some Jira issues to a csv.