Export summary / management information from Board or Query

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MCPCN
Created

We're looking to adopt YouTrack for task management / project tracking / operations handover activities. 

One key problem which I can't work out how to solve, is the generation of management information for our management team and customers, based on issues in a specified Board or via a saved query. These people do not log in to YouTrack and need to receive an update via email.

I am aware that we can export issues to XLSX/CSV via a search, but the exported fields are not configurable - plus we don't want all of our internal fields to be exposed to the customer (for example).

Are we aware of a way to summarise / export issues in a board or saved query,  ideally with scheduling and email support? Hoping there is an app which can support this - output does not need to be XLSX/CSV.

Thanks in advance.

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Lena Vostrikova
Created

Hello,

I'm Lena from the YouTrack Team. I may suggest you two options:

1. REST API: https://www.jetbrains.com/help/youtrack/devportal/youtrack-rest-api.html

You can get any information you need, transform it to any format. Also you can create a script (any 3rd-party script, not inside YouTrack) which will do it regularly and send the email to your management team. 

2. Workflow: https://www.jetbrains.com/help/youtrack/devportal/generate-time-reports-workflow.html

You can use YouTrack as a reporting tool. The main idea is to create an on-schedule rule which will accumulate the issues, you will combine all the data and send the report. 

 

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MCPCN
Created

Thanks Lena Vostrikova - we ideally want to avoid using a third party reporting tool (although, appreciate that it gives us more options).

The workflow idea looks interesting - is there a way to manually trigger a workflow rather than scheduling it?

Thanks.

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Lena Vostrikova
Created

Hi,

Sure. If you need to create such a report not by schedule, I believe in this case it is achievable using the Apps: https://www.jetbrains.com/help/youtrack/devportal/apps-documentation.html. You can create the app, e.g. with a button. Pressing this button will generate a report and send it by email. 

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