Export to PNG, CSV, PDF

Owned by Becky Schwartz (Unlicensed)
Last updated: Aug 31, 2023
2 min read

In Custom Charts and Issue List, users can export reports to a .PNG, .PDF, and .CSV file. The feature is enabled by default, but can be disabled on an individual chart basis, or globally by a Jira or Confluence admin

Watch the video below to quickly learn how to export!

 

Steps to Export

  1. Navigate to the Custom Charts or Issue List report you want to export

  2. Hover over the right corner until a set of 3 vertical dots appears. Click the set of 3 vertical dots

  3. In the dropdown menu, click Export PNG (generates PNG file); Export PDF (generates PDF file); or Export CSV (generates CSV file). Your file will either generate in a new tab, or, will download

    1. Note: If your file does not generate, be sure you have pop-ups enabled for the site

Steps to Disable Exports for Individual Charts

  1. In Custom Charts or Issue List, navigate to the Display Options tab

  2. Scroll to the very bottom of the section and find the Allow direct export to PNG, PDF & CSV toggle. Click the toggle so that it turns grey

  3. Click Save or Insert in the bottom right corner

Jira and Confluence Admins Only - Disable Exports Globally

Only Jira or Confluence Admins can modify this on a global level

  1. Navigate to the Custom Charts Admin settings (learn how to get there here)

  2. On the main page, at the very top, ensure you’re on the Allow direct export to PNG, PDF & CSV toggle

  3. Click the toggle so that it turns grey. This means the feature is disabled across the entire instance for all Custom Charts and Issue List gadgets/macros