How to schedule Jira report exports via email

Need to review Jira changes regularly but don't want to export reports manually every week or every month?

With Issue History for Jira and Jira Automation, you can schedule automatic exports of work item change history and receive an email with a link to download the report.

This is useful for project managers, team leads, Jira administrators, and compliance teams who need regular updates on what changed, who made the changes, and when.

Use case: Receive a monthly Jira change history report by email

Scenario: A project manager wants a monthly report showing all work item changes from the previous period.

Instead of opening Jira, applying filters, and exporting the report manually, they can set up an automation rule to generate the report and email a download link.

For example, the report can include:

• Status transitions during the reporting period.

• Changes to assignees, priorities, and other work item fields.

• Who made each change and when it happened.

• Comment updates and other tracked activities.

Once configured, the automation runs on the selected schedule without requiring manual exports.

How to schedule Jira history reports via email

Step 1. Create and save your history report

1. Open Issue History for Jira and go to Table View.

2. Select the Jira project and apply the necessary filters, such as dates and updaters.

3. Add necessary fields using the Columns menu.

4. Click Save View and give your report a name, such as Monthly Report.

Step 2. Set up the automation

1. Open Space settings → Automation in Jira.

2. Create a new automation rule.

3. Select the Scheduled trigger.

4. Configure it to run monthly, for example, on the 1st day of every month at 9:00 AM.

This ensures the automation runs at the beginning of each month.

Step 3. Configure the Issue History report export

1. Add the Export Issue History report action.

2. Select your Monthly Report Saved View.

3. Under Access to, choose Any user or Specify the user/users, depending on who should access the report.

4. Select the export format: Excel, Excel Advanced, or CSV.

5. Copy the report link smart value:

{{createdHistoryReport.reportUrl}}

6. Click Next.

Step 4. Set up email delivery

1. Add the Send customized email action.

2. Enter the recipients' email addresses.

3. Add an email subject and message.

4. Insert the report link smart value into the email content.

Example email:

Subject: Monthly Report

Hi,

Your monthly Jira change history report is available.

Review work item updates, status transitions, and other changes from the reporting period.

Download the report here: {{createdHistoryReport.reportUrl}}

5. Click Next.

Please note that the report will be available for download for 30 days.

Step 5. Save and enable the automation

Save and enable your Jira Automation rule.

From now on, the rule will automatically generate a new Issue History report every month and email the download link to the selected recipients.