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Jama Connect User Guide

Export data with Office templates

Using data that you select in the Explorer Tree or with an advanced filter, Office Templates can be leveraged for simple exporting with Word or Excel.

  1. In List View or Single Item View, select Export > View all export options.

    The Export drop-down menu shows View all export options is highlighted.
  2. In the window that opens, select the export you want from the template list on the left.

    The All export options window shows Coverage Report template selected in the nav panel and its options in the details panel.
  3. Select the format for your export and enter any additional information required for some templates.

  4. (Optional) Select Email me the report to receive a link to the export when it's finished. Links are stored for 7 days before they're automatically deleted.

  5. Select Run.

A confirmation message appears with a link to the report.