How to Retain Weekly Static Snapshots of Jira Dashboards in Confluence?

[Anita Chen]

Hello everyone,

I am currently using Jira and Confluence Cloud versions, and internally we need to create a weekly project progress report that we would like to store in a static format. Whether using the Jira dashboard or embedding the Jira dashboard in a Confluence page to create the project progress report, the Jira dashboard information changes when the Jira issue status changes, and the embedded dashboard in Confluence also updates, making it impossible to retain the status of the report for that week. Additionally, if the dashboard gadgets have multiple pages, exporting to PDF using plugins does not display all the page contents.

Does anyone else have this requirement? Are there any solutions or plugins that can achieve this?

Thank you very much!

[Levente Szabo _Midori_]

@Anita Chen 

Have you tried exporting the Jira dashboard to PDF with Better PDF Exporter? People usually have good results with it, although some gadgets prove to be more difficult to export than others.

(I'm part of the Midori team developing Better PDF Exporter for Jira.)

[Anita Chen]

Hi Levente,

Thank you for your reply.

I have tried Better PDF Exporter for Jira. However, if the gadgets have multiple pages, exporting to PDF using plugins does not display all the page contents. 
Are there any other ways besides displaying all issues? Because if display all issues, the gadget will be very very long.

[Aron Gombas _Midori_]

@Anita Chen An idea: what if you:

1. copied the original dashboard
2. set the problematic gadgets to "display all issues"
3. automatically export this dashboard to PDF (not the original)
4. remove general access from the copied dashboard

Basically you keep the original dashboard intact, but create a copy optimized for this "periodical snapshots". If you remove the access, then your users will not even notice this.

[Alexey Pavlenko _App Developer_]

Hi @Anita Chen ,

Do you need all the statuses to be reflected or just the completed is enough for you? If it's the latter, then you can use the app I developed without needing to export anything - Multi-team Scrum Metrics & Retrospective.

Best regards,
Alexey

[Dmitry Astapkovich _Colined_]

You can create HTML snapshots in our app called Pivot Report:

This is completely static file that doesn't require authorization to Jira. Reporting wise it has pretty much everything: roll ups, custom hierarchy, customizable progress indicators and a lot more.

You can check a demo report or schedule a call with me to go over it. 

Then you can attach the file to the Confluence page you need. If you need to render it, probably a tool like this will do the trick for you.

Hope it helps!

[Stephen_Lugton]

Hi @Anita Chen 

The way I partly get around this is to use Jira filters on the fortnightly Confluence page using WAS and CHANGED for status e.g.:

project = "My Project" AND status CHANGED TO Done DURING ("2024/12/01", "2024/12/31")

project = "My Project" AND status WAS IN ("In Progress", "In QA") ON "2024/12/31"

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I also been known to cheat and screenshot a dashboard to paste into a Confluence page