This document provides an overview of the Xporter for JIRA add-on. Xporter allows for exporting JIRA issues and data to customizable templates in common file formats like PDF, Word and Excel. It addresses limitations in JIRA's native export capabilities. Templates can include issue fields, comments, workflows and more. Xporter supports on-demand and scheduled exports, permissions, and integrates with other JIRA add-ons.

1. Xporter for JIRA Overview
Pedro Gonçalves
Xpand Add-ons Lead
Xporter for JIRA Creator
Easy, Fast and Accessible Exporting from JIRA

2. 1. About Us
2. Why Xporter?
3. What is Xporter
4. Xporter in Action
5. Feature List
6. Xporter Academy
7. Microsoft Office Add-in
Agenda

4. About Us - The Xporter Team Big Data
5
Years
Making this
kickass Add-on
3
Offices
in 2 different
countries
+1.500
Customers
Using our
products
+60
Countries
With customers
+100
Reviews
In the Marketplace
+100.000
Lines of
Code
Written by our
team
4
Languages
Available in
English, German,
Spanish and
French
+1000
Support Tickets
Closed by our Support Team
+150
Features
In our roadmap

5. About Us - Our Clients

6. Why Xporter?
JIRA export capabilities are limited to XML, Word, HTML
Printable and CSV formats.
Users are restricted to simple and hard-coded layout.
They are not allowed to define what they want to get printed
nor how they want to see it printed.

8. Why Xporter?
We believe exporting from JIRA must be easy, fast
and accessible to everyone!

9. The need for exporting from JIRA
• Print issues using customized templates to:
• Send mail/letter communications
• Create business reports
• Share information in JIRA with people that:
• do not have access to JIRA
• do not know how to use JIRA

10. The need for exporting from JIRA
• Create and share reports (on-demand and scheduled)
• Release notes
• Project status
• Test specifications
• Ticket status and SLAs
• Auditing
• Export documents with issue contents on Workflow transitions

11. What is Xporter?
Xporter is an add-on that addresses the limited exporting
capabilities available in JIRA.
It allows you export JIRA to documents.

12. • With Xporter you can:
• Create templates using MS Word and Excel.
• Generate documents in PDF, Word and Excel, PNG and SVG.
• Download documents on-demand, send documents by email and publish documents
to remote servers.
What is Xporter

13. Templates
Make it simple!
Xporter Templates are created using Microsoft Word and
Excel.

14. Templates
Templates can have:
• Fields and Custom Fields
• Comments
• Worklogs
• Sub-tasks
• Linked issues
• JQL queries
• Calculations and Formulas
• And much more!

15. Templates

16. Templates

17. Templates

18. Templates
• Global templates are managed in JIRA Administration.
• Since version 5.2, personal templates are supported and managed in the
User Profile.

19. Template Store
Xporter also has a Template Store where you can look for
community templates.
These templates can be used as starting point for your own
templates.

20. Xporter in Action
Let’s see Xporter in Action
• Export Single Issue - From the Issue View Screen
• Export Multiple Issues - From the Issue Search Screen
• Export Tickets from JIRA Service Desk - From Customer Portal

21. Xporter Academy
More Features

22. Permission Schemes
• Each JIRA project uses a Xporter Permission Scheme.
• Xporter Permission Schemes define security rules to export issues.

23. Permission Schemes
• You also use Permission Schemes to associate Issue Types and
Templates.

24. Workflow Post-functions
• Xporter provides workflow post-functions to:
• Send by email the export result.
• Upload or attach the export result to JIRA, Confluence or a FTP server.

25. Scheduled Reports
• Schedule reports allow emailing
reports at preset times.
• Scheduling is based on Cron
expressions.

26. API
• Xporter provides a REST API to generate documents from external apps.
• Inputs:
• Issue keys
• Template to use
• Output format (PDF, Word, Excel, PNG)
• Output:
• Binary file with the export file

27. Integration with other Add-ons
• Xporter supports exporting content created by other add-on such as:
• Xray for JIRA
• Gliffy
• Nfeed
• Insight
• Tempo Timesheets
• JEditor
• Structure
• Table Grid Editor

28. Xporter Academy

29. Xporter Academy
• Xporter Academy is a Bootcamp to learn about using Xporter for JIRA.
• Addresses Configuration and managing Templates.
• Is available with the online documentation of Xporter.

30. Microsoft Office Add-in

31. w w w. x p a n d - a d d o n s . c o m
pedro.goncalves@xpand-it.com