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Jama Connect User Guide

Export test cases to Microsoft Excel

You might want to export test cases to Excel for manual testing or for audit purposes when the documents need to be saved in a formal repository.

The content that appears in the final output depends on the items you select. For example, if you select Name and Modified by, those are the only fields that appear in the output.


You can also export test cases to a Microsoft Word document.

Things to know before selecting Steps

Each step is assigned its own row in Excel output. Also, each step row includes the same non-step data for that case. The repeated data impacts the item count in the spreadsheet.

Compare the results with and without Steps:

With Steps



All step fields are included: Step #, Step Action, Step Expected Results, and Step Notes. These columns can’t be configured in Jama Connect and must be adjusted after the export.

Without Steps


To export test cases:

  1. From the Explorer Tree, select the set or folder for the test cases that you want to export. If the test cases are in multiple locations, you must use a filter to select the test cases.

  2. Select List View.

  3. Select the gear icon to open a drop-down menu and select what you want to include in the Excel spreadsheet.

  4. In the toolbar, select Export > Export to Excel.