Jama Connect User Guide


Select the data you want to export using advanced filters or the Explorer Tree and export directly to Word or Excel from List or Reading View. Use these options to quickly export without a template.

If you view your filter results in Reading View, you see container items. These items offer a sense of hierarchy and visual context and are included in your export. However, you can't select or change containers from Reading View.

Important considerations

Data exported from Jama Connect to Excel can be interpreted as formulas in Excel, leading Excel to evaluate the cell and return a value. For example, if the name of an in item in Jama Connect is “=1338-1”, Excel interprets it as a formula and the value is displayed as “1337”. All Excel formulas begin with the equal symbol (=). When Excel encounters a field value that starts with =, the cell might interpret it as a formula.

To avoid issues with how Excel might interpret data, don't use field names starting with the equal symbol (=).

You can also:

To use specific templates, select View all export options.

From the All export options window, you can download and modify some of the more basic templates.


Do you have information you want to include or exclude from an export? In List View, select Show/hide fields (gear icon) to modify the fields that appear in your in your document.


Export template parameter

By default, extra line breaks are removed to improve the published document, however this might cause consecutive tables to be combined. If you need to restore a template to previous export results, you can apply a new parameter to the report parameter field in the template.

Cloud customers must contact support for access to this setting.





Removes extra line breaks; consecutive tables are combined.



Keeps extra line breaks; consecutive tables are separate.



For self-hosted customers, a system or organization administrator can upload custom Velocity exports that are also displayed in the Export window.

Cloud customers can upload Velocity reports by contacting support.