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Exporting Search Results to CSV (Microsoft Excel)

AIP (Assets and Inventory app) enables

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This page is about Assets & Inventory Plugin for Jira DC. Using Cloud? Click here.

AIP allows you to easily export your asset search results from the Asset Navigator to Microsoft Excel. This can be a useful CSV, HTML, and Jira Cloud formats. This is an effective way to format data and create customized reports, graphs, and charts.

This article will guide you through exporting AIP search results to CSV, HTML, and Jira Cloud.

The needed steps are explained in detail below, but we recommend you watch the video to get a quick look before you start.

Screen Recording 2024-02-12 at 14.00.51.mov

Contents

Table of Contents

To export

Prerequisites

Admin permissions for the Assets and Inventory app.

Instructions

Export search results to CSV (Microsoft Excel)

:Choose Assets >

In the top navigation bar, select Asset Navigator.
Refine your search , then choose to fit your needs.
Under the Export menu, select Export CSV. The configuration page displays.
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Choose "Export CSV" from the dropdown menuthe delimiter. Select the delimiter, and click
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Check the Include linked assets option if linked issues should be printed.
Click Download.
A file
called
named `Assets <Time Stamp>.csv`
will be
is created.
Edit
You can edit this file
using
in Microsoft Excel
Or
or Libre Office and
/or
save it as
required.
Sample exported file, viewed needed. See the following for an example of a file opened in Libre Office:
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Export search results to HTML

AIP

allows

also enables you to

easily

export your asset search results from the Asset Navigator to HTML

with pre-defined

using predefined export templates. This

can be a useful way to print

method is useful for printing custom documents with

assets, i.e.,

asset details, such as having an employee's signature

to check out assets.

To export search results to HTML:

Choose Assets >

for asset checkouts.

In the top navigation bar, select Asset Navigator.
Refine your search , then choose according to your use case.
Under the Export menu.
Choose "Export HTML" from the dropdown menu.
Name the template, select the export style, and optionally, complete user selection. Click Download.

Template

HTML template (See Template Settings for template configuration)

Export Style

Grid view: Excel style list view

Individual assets view: Each asset will be displayed one by one.

User

Select an User if the template has User variables, i.e user name

Include linked issues

Linked issues will be printed when this option is checked

A file called Assets <Time Stamp>.html will be created. Print this file using a browser.

Sample exported HTML file

It is possible to add any HTML tag to the template, i.e Company Logo/name.

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Export to Cloud

This provides a guide on migrating assets from on-premise to the cloud. Users can now seamlessly transfer their assets by utilizing the "Export for Cloud" feature, eliminating the need for manual formatting tasks such as

, select Export HTML. The configuration page displays.
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Pick the export style you prefer:
- Grid view for an Excel-style list.
- Individual assets view for a sequential display of each asset.
If the template has user variables (for example, a username), select a user.
Check the Include linked assets option if linked issues should be printed.
Click Download.

A file named Assets <Time Stamp>.html is created. Use a browser to print this file. You can personalize the HTML template to include any tags, such as your company logo or name.

See below for a sample of an exported HTML file:

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Export search results for Jira Cloud

This section provides guidance on migrating assets from Jira Data Center/Server to Jira Cloud. It aims to ensure a seamless transfer of assets and eliminate manual tasks like adjusting headers and organizing data.

Prerequisites

Before initiating the migration process, ensure the following prerequisites are met:

Access to the on-premise Data Center/Server asset repository.
Permission to export assets.Properly configured cloud A properly configured Cloud environment.

To export for Cloud:

Choose Assets >

Steps

In the top navigation bar, select Asset Navigator.
Refine your search , then choose according to your use case.
Under the Export menu.Choose ", select Export for Cloud" from the dropdown menu. The configuration page displays.
Select the delimiter, and click Download.
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The system will generate a

cloud

Cloud-compatible export file

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For successful on-premise to cloud import, it is crucial that the

, ready for On-Premise to Cloud import.

Note

For a successful Data Center/Server to Cloud import:

Verify that the necessary asset types and attributes are pre-

configured

set in the

cloud

Cloud environment. If

the required asset types and attributes already exist in the cloud, users can directly proceed with the import process

they are already established, you can proceed directly with the import.
If you require assistance with import, raise a request through the Support portal.

Versions Compared

Old Version 10

New Version 11

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