Page Comparison

Access the report page

If you are using  Jira Cloud, click the  Apps menu at the top of the screen

under CONNECTOR FOR SALESFORCE, select Reports.
If you are using Jira Server, click the 

CONNECTOR FOR SALESFORCE menu at the top of the screen

 and select Reports.

Run a report

The report page can accept a standard JQL query. Click Search to run the report.

The results will return a list of:

• Jira issues

• An aggregated column showing the total number of associations

• Hyperlinked IDs of their associated Salesforce objects

If you also filter results by Salesforce Object, two extra columns will appear displaying primary and secondary fields, based on what you configured in the Connection Configuration screen.

In the following screen, the last two columns are populated by the "Subject" field (primary field) and "Priority" field (secondary field) respectively.

Filter reporting results by Connection

Specify a Salesforce Connection in this dropdown menu to filter the results by Connection.

Filter reporting results by Salesforce Object

To filter the results by Salesforce Object, use the Salesforce Object dropdown menu to choose an Object. This only works if you have specified a Connection in the Connection dropdown menu.

Export reporting results to a CSV file

An Export button

appears on the top right after a report has been generated. Click the button to show the CSV page options:

• This page - If the report generates many items and the results are paginated, the exported CSV will only contain results shown on the current page. 

• All results - The exported CSV will contain all results.

The downloaded CSV file

contains the following values for each result if Salesforce Object is not selected:

• Issue Key

• Summary

• Status

• Association Count

• Association

If the Salesforce Object is selected, the downloaded CSV file

contains all the above values, plus all Salesforce fields set for the selected object in

the Connection setting.