Jama Connect User Guide

Exporting documents from Jama Connect

While Jama Connect alleviates many of the pain points around managing documents, you might still need to create documents to share with your customers, quality teams, or auditors.

The basics

With Jama Connect, you can easily create documents using our standard export to Word and Excel or by creating your own custom office templates.

The items that appear in your Jama Connect view are exported:


Beyond the basics with Office templates

If you need more than what the default Office templates provide, you can customize a template to suit your project. For details about how to create a custom Office template:

Advanced reporting

If you require more control over the report output than Word templates provide, you can use an advanced reporting tool like BIRT or Velocity.

Here are some common scenarios for using an advanced reporting tool:

  • Ordering of documents — Word templates always arrange your included items in the same order that they appeared in Jama Connect when you generated the export. If you need like items to stay together or certain item types to always be displayed before other types, you need to use a custom export.

  • Style formatting — Although Word templates support basic text formatting like bullets and text decoration, they don’t support control for page formatting options like section breaks or custom page numbering. BIRT and Velocity exports provide a broader level of control than Word.

  • Multiple levels of relationships — Default Word templates can export relationships one level upstream or one level downstream. BIRT and Velocity both allow more access to follow relationships and tree structure through multiple levels.

  • Conditional logic — BIRT and Velocity both allow more control over when and where to display information. If you want to display an item’s status, but only if it were created more than 30 days ago and has an upstream relationship to a Feature, you need to use an advanced reporting engine.

For more detailed information about advanced reporting:


You can configure your projects to show key metrics to quickly see what needs attention.  Typically, dashboards are used to:

  • Monitor progress (for example, status of Requirements or Execution Results of a Test Cycle)

  • Audit progress (for example, show the count of items that are missing a critical data point or process step)

To access the dashboard, select the project name in the Explorer Tree.


As an administrator with organization or project permissions, you can customize dashboards per project (not per user).

Customizations include:

Filter results

Displays the results of an existing filter.

Assigned to me

Displays a list of items "assigned to" the current user.

Bar chart

Displays the results of an existing filter as a bar chart.

Recent activity

Displays a line graph of recent activity over a period of time.

Pie chart

Displays a pie chart for a filter and field that the user selects.

Activity stream

Displays the current activity stream of the project. View all current activity including comments, edits made, new items created, and assignment changes.

Project summary

Displays a summary of the entire project, including total number of items in the project, number of days until next release, and number of days until project completion.

Rich text

Displays user defined text, images, diagrams, and equations.

Recently viewed

Displays the last 15 items viewed by the current user.

Relationship diagram

Displays the relationship rules applied to the project.