Jama Connect User Guide

Export to Excel using default templates

Export to Microsoft Excel if you need to provide data to external stakeholders who don’t have access to Jama Connect. You can also use round trip to work offline or share data in a format that can be used to update existing data.

You can export selected items to an Excel document two ways:

  • Using the default boilerplate template

  • Using Office Templates, which can be customized

To export data to Excel:

  1. From an advanced filter or the Explorer Tree, select the data you want to export.

  2. In List View, select the gear icon (Show/Hide) to open the drop-down menu.

    show_hide_fields.png
  3. Select the fields that you want to include in the Excel output.

  4. Deselect (hide) the fields that you don't want to include.

    Note

    Excel doesn't support rich text. Jama Connect removes formatting when it exports to Excel.

  5. In the toolbar, select Export.

  6. For default template

    If you want to export using the default boilerplate, select Export to Excel. Your results appear immediately.

    export_to_excel.png
  7. For Office Templates

    If you want to customize your template, select Office Templates, select an Excel export option, then click Run.

    office_templates.png
    • Export to Excel default

      Generates an export that includes the fields that appear in List View (one column per field). This export isn’t meant for importing data updates to existing items in Jama Connect. If you need to do this, use Excel Export for Roundtrip.

    • Excel Export for Roundtrip

      Includes all available fields. You can edit the resulting spreadsheet and import the changes back into Jama Connect.

    Note

    All fields that you plan to update using round trip must be included in the export, including rich text fields like Description. Rich text is output in raw HTML format, so the content can be preserved if re-imported.