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summary many more for further . Steps file: the app Configure which is appearing left side screen of the Jira reporting app. Users can configure the required Jira fields by clicking on the three-dot icon that appears for each column. This icon provides an option labelled "Add Column", allowing you to add Jira fields as needed. Click on the Export icon located at the top-right corner of the app UI. Save the file to your local system. The exported file will include all the visible data displayed in the current view. If some Jira fields are not visible in the exported file, you may need to enable the specific Jira fields in the reporting app. Once the desired fields are enabled, they will be included in the CSV export, ensuring you have all the necessary data for a comprehensive review. Refer below sample of the tabular view data: To export a CSV file, the user needs to click on the CSV icon. Refer to the screenshot below to see the exported CSV file. Note: Even if the user does not expand the linked issues, the exported file will still display the expanded linked issues. The leftmost column will indicate the hierarchy level.
Excerpt
nameYou can easily export the current data view displayed in the UI to a CSV format. This allows you to download all visible information, including issuesExport CSV Report

Report X allows you to instantly export the information currently displayed in your table view or card view into a CSV file. This export captures all visible details, such as work items, hierarchy levels,

summaries, and

a wide range of Jira fields

, making it easy to perform offline analysis

or share with your team.

How to Export Your Report to CSV

  1. Open

  1. Report X

  1. in Jira.

  2. Set up the desired report hierarchy

You can easily export the current data view displayed in the UI to a CSV format. This allows you to download all visible information, including issues, hierarchy levels, summary, and many more Jira fields for further offline analysis.

Steps to Export CSV file:

  1. Open the Report X app in Jira.

  2. Configure the report hierarchy which is appearing left side screen of the Jira reporting app.

  3. Users can configure the required Jira fields by clicking on the three-dot icon that appears for each column. This icon provides an option labelled "Add Column", allowing you to add Jira fields as needed.

  4. Click on the Export icon located at the top-right corner of the app UI.

  5. Save the file to your local system.

The exported file will include all the visible data displayed in the current view.

If some Jira fields are not visible in the exported file, you may need to enable the specific Jira fields in the reporting app. Once the desired fields are enabled, they will be included in the CSV export, ensuring you have all the necessary data for a comprehensive review.

Refer below sample of the tabular view data:

Screenshot 2024-11-29 at 6.35.32 PM.pngImage Removed

To export a CSV file, the user needs to click on the CSV icon. Refer to the screenshot below to see the exported CSV file.

Note: Even if the user does not expand the linked issues, the exported file will still display the expanded linked issues. The leftmost column will indicate the hierarchy level.

csvFile.pngImage Removed

  1. . https://optimizory.atlassian.net/wiki/spaces/RJC/pages/1373700103/Creating+Customise+Work+Items+Hierarchies+in+Report+X?atlOrigin=eyJpIjoiMTQyMjUzYjI5NTVkNGI1ZmEzOTcxZDZhZDJhMDliMzgiLCJwIjoiYyJ9

  2. Click the Export icon in the top toolbar of your report.

  3. Your CSV file will be automatically downloaded to your device.

Configure-Hierarchy_reportx (17)-20250808-040711.gifImage AddedConfigure-Hierarchy_reportx (18)-20250808-041607.gifImage Added

What’s Included in the Export

  • All visible information from your current Hierarchy table view or card view.

  • Jira fields that are currently enabled in Report X.

  • Hierarchy indicators in the leftmost column, helping you identify parent and child relationships.

See the exported CSV file:

Configure-Hierarchy_reportx (19)-20250808-041655.gifImage Added
Info

If certain Jira fields are missing from your CSV, enable those fields within your report configuration. Once enabled, they will appear in future exports.

Info

Linked work items that have not been expanded will not appear in the exported file. Only the hierarchy indicator will show their position in the structure.

With this feature, you can create a tailored export that mirrors exactly what you see in your report, ensuring a comprehensive and structured dataset for your analysis.