Export a Test Plan to share its case details, scripts, or results. Choose XLSX for spreadsheet analysis or HTML for a readable report. To create a PDF, download the HTML and use your browser’s print-to-PDF option.
Before you export
Open the intended Jira space and Test Plan.
Select the iteration you want to export. Plan-level export uses that iteration’s plan context; do not assume it exports every historical iteration.
Make sure you can access the plan and the case, script, and result information you want to include.
Use the plan-level Export action for this workflow. Exporting checked rows from a case grid is a separate scope.
1. Choose the export content
Open the Test Plan’s More options menu and select Export.
Choose the level of detail you need from the export dialog.
Select Next.
Choice | Use it when you need |
Test Cases | Case details without the full scripts or execution results. |
Test Cases and Test Script | Case details with their test instructions. |
Test Cases, Test Script and Results | Case details, scripts, and available results for the exported testing context. |
2. Export to XLSX or HTML
In File Type, select XLSX or HTML.
Select Export and wait for processing.
For HTML, answer the attachment prompt, review the Preview, and select Download.
For XLSX, open the downloaded workbook in your spreadsheet application and review its sheets.
The screenshots show an earlier layout. Current exports can include additional plan and coverage information. Check the plan key, iteration, case versions, and requirement rows in the file before sharing it.
Choose the results option if you need execution evidence; a case-only export is not a complete execution report. Including attachments can increase HTML file size and preparation time.
3. Save the HTML as a PDF
Download the HTML export and open the downloaded file in a browser.
Wait for the document and images to finish loading.
Open the browser’s Print command. In Chrome on Windows, use Ctrl+P; on macOS, use Command+P.
Choose Save as PDF or the available PDF destination.
Review orientation, page size, scale, margins, and page breaks, then save.
Open the saved PDF and check its headings, tables, images, and final pages.
PDF is produced by the browser; it is not a separate File Type in this export dialog. For browser controls, see Chrome’s printing guidance.
Check the export
Confirm the Test Plan and iteration match your intended selection.
Review requirement coverage, including any requirements with no linked cases where shown.
Check a few representative Test Cases and versions against the plan.
For results exports, check the run, outcome, comments, and step data you need.
Verify attachments and images are present where requested before distributing the file.
If export fails or the file is incomplete, check your access and selected content, then review any error message. For a large plan, allow processing to finish before starting another export.