3 Generate a report automatically and periodically
Based on a blueprint or template, a new report pages will be generated automatically and periodically, and the report content will correspond to time.
The user must be an administrator of the space to create a automated report, or you can try it in your personal space.
How to set up an automatic and periodic report?
Go to “Space tools” > “Content Tools” > “Report Generation”
Click “Add” to set up a task to automatically generate a report on a regular basis.
The settings include:
Settings | Description |
|---|---|
Page Title | The page title of the generated report. You can use variables to name the title, such as $reporter etc.
|
Jira Link | The data source about Jira in the report. |
New PageNode | The page location in the report. |
Template Type | Click to switch between "Blueprint Template" or "User Template". |
Template | Templates for report generation based on. |
Reporter/Project | The reporter/project for the report, which toggles based on the selected blueprint or report type. |
Node Classification | The page directory structure where report is stored, support by year, month, week, project, reporter. |
Repeat | The date of the scheduled generation. For example, if every Tuesday is selected, it means that the report will be automatically generated at 0:00 every Tuesday. |
Click "Save" to add successfully.
Macro parameter setting
Macro parameter setting can realize dynamic replacement of macro parameters in templates.
For example, the template contains a jira macro whose Jql parameter value is "project = TW and created <= 2022-06-01". If the report is generated periodically from this template, this part of the report will be fixed, showing the project " TW" Jira data at the "2022-06-01" time node.
Through the macro parameter replacement setting, when each report is generated, "TW" can be replaced with the project corresponding to this report, and "2022-06-01" can be replaced with the report generation date, the start date of the period, and the end date of the period.
The operation steps are as follows:
Click “Macro Param” to pop up the configuration window of Macro Param Replacement.
Click “New Param Replacement” to set a replacement rule for macro parameters:
Param Content: The macro parameter to be dynamically replaced.
Replace To: The replaced target macro parameter, including Report Creation Date, Start Date(Period), End Date(Period), Reporter’s Name, Reporter’s Full Name, Project Name, Project Key.
Date Offset: The date offset is only showed when replacing to the three types of "Report Generation Date", "Start Date(Period)", and "End Date(Period)". The number of days can be increased or decreased based on the date of the corresponding dynamic parameter, and the upper and lower limit is 365 days.
Click "Save" to add successfully.
Generate reports now
Click "Generate Now" to check whether the report automation configuration is working as expected, if not, you can adjust the configuration at any time.
A corresponding prompt will pop up when the report is created.