How to Export Jira Backlog to Excel – Quick and Easy Steps

This document provides a comprehensive process for exporting backlog data from Jira into an Excel file. Follow these steps to efficiently transfer your backlog information.

1. Access Your Backlog

• Open your Jira project.

• Go to the “Backlog” view (under the Board menu if you're using Scrum).

2. Filter Issues (Optional)

• Use available filters (e.g., sprint, label, assignee) to narrow down the backlog items you want to export.

3. Open Advanced Issue Search

Jira's backlog itself doesn’t have a direct “Export” button, so you need to:

• Go to the top navigation bar → Issues > Search for Issues.

• Use JQL or the filter used in your backlog view (e.g., project = YOUR_PROJECT AND statusCategory != Done).

4. Export to Excel

• Once the filtered issue list appears:

  • Click the “Export” button (top right of the issue list).

  • Choose one of the following:

    • “Export Excel CSV (current fields)” – exports only visible fields.

    • “Export Excel CSV (all fields)” – includes all available issue fields.

5. Download and Open

• The CSV file will be downloaded to your computer.

• Open it using Microsoft Excel, Google Sheets, or any spreadsheet editor.

Step-by-Step-Guide: How to Export Jira Backlog to Excel

Step 1

Click on Filters.

Step 2

Then click on view all issues,

Step 3

Then click on Status,

Step 4

Select blocked.

Step 5

Click on the projects,

Step 6

Then select the particular project.

Step 7

And click on the export,

Step 8

Then select the export file type.

This is the step-by-step process to export a backlog from Jira to Excel. Let’s explore some tips for it.

Pro-tips for exporting backlog from Jira to Excel

• Use Jira’s Built-in Export Feature – Jira allows you to export backlog items directly through the issue navigator. Choose Excel CSV for structured data export.

• Apply Filters Before Exporting – Use JQL (Jira Query Language) to filter specific backlog items before exporting to get only the relevant data.

• Check Field Mapping – Ensure that essential fields like issue key, summary, status, assignee, and due date are included in your export for better data analysis.

Common pitfalls & how to avoid them

• Export Limitations – Jira may limit the number of issues exported at a time. If you have a large backlog, break it into smaller exports using filters.

• Incorrect Data Format – Sometimes, date and number formats may change when exported. Double-check formatting settings in Excel after export.

• Missing Fields – If important fields are missing, customize the export columns in the issue navigator before exporting.

Common FAQs for exporting backlog from Jira to Excel

• Can i automate Jira backlog exports to Excel?
  Yes, you can use Jira automation tools, third-party add-ons, or API scripts to schedule automated exports of backlog data to Excel.

• Why do some fields not appear in my exported Excel file?
  Jira exports only the fields visible in your issue search results. Customize the column display in Jira before exporting to include all necessary fields.

• What is the best format to export backlog data for reporting?
  CSV (Comma-Separated Values) is the best option for Excel compatibility, as it retains all issue details and allows for further analysis.

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