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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.

  2. In the window that opens, select the export you want from the template list on the left.

  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. Click Run.

A confirmation message appears with a link to the report.