Run an association report

Owned by Mark Kleinsmith
Last updated: Jul 03, 2024 by Jeff Gleeson
3 min read

You can produce a report of associations between Jira issues and Salesforce objects.

This provides knowledge about the state of your associations, which you can use for various purposes.

  • For developers, prioritize your escalated tickets by looking at the number of associated Cases per Jira issue.

  • For product teams, get to know the popularity of feature requests you are tracking in Jira.

  • For sales teams, let your development team know about the impact of the fixes they are delivering by looking at how many Leads and Opportunities will benefit from it.

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.

csfjira-reports.png

You can’t run a report with an ORDER BY clause at this time.

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.

Depending on the number of results, selecting All results may take a while to prepare and download the file.

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.