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Jama Connect User Guide

Exporting data to a document

When you need to create a document from your Jama Connect content, you can export the data to Word, Excel, or PDF. This is useful for stakeholders who don’t have access to Jama Connect.

Word and Excel exports

You can use the standard export to Word and Excel or you can create a custom export with Office Templates.

Standard export (without a template) — To export data directly to Word or Excel in List View, Reading View, or Document View, you can use advanced filters or the Explorer Tree.

Custom export (with a template) — To speed your work and improve consistency, use a template to export data. With Excel templates, you can easily create and share your customized analysis. With Word templates, you can create standardized documents that are automatically populated with your data.

To export to a specific template, you can download an existing template and modify it as needed.